Job Description

ABOUT THE ROLE:

The Senior Lead Generation Specialist – Construction Project Intelligence supports the client by transforming Dodge Construction Network data into a curated pipeline of actionable construction opportunities. The role reviews project records, identifies warehouses and other facilities that fit client's evaporative-cooling technology, assesses whether the company can influence or protect a project specification, and identifies the architects, engineers, contractors, and other stakeholders relevant to each opportunity.

This is not a conventional scripted list-building or outbound sales role. The work requires investigative research, sound judgment, data analysis, and the ability to recognize stale or contradictory project information. Limited outreach may be performed to verify project status or obtain preliminary facts; sales conversations and specification influence remain with the client's internal team or manufacturer representatives.

Because the process is new, the role will also help refine qualification rules, document the operating process, and support future migration to the client's planned CRM.

KEY RESPONSIBILITIES:

A. Construction Project Research & Qualification

• Review Dodge Construction Network searches and exported datasets for target construction projects.
• Apply agreed geography, building-type, project-value, timing, and project-stage criteria to screen opportunities.
• Distinguish early-stage specification opportunities from later-stage protect-spec or break spec opportunities.
• Review project details, dates, documents, and team information rather than relying only on summary labels.
• Identify and exclude pre-design, completed, stale, low-value, or otherwise non-viable projects using documented rules.

B. Contact & Stakeholder Intelligence

• Review project details, dates, documents, and team information rather than relying only on summary labels.
• Identify and exclude pre-design, completed, stale, low-value, or otherwise non-viable projects using documented rules.
• Identify relevant organizations and named contacts based on project stage.
• For earlier-stage projects, prioritize architects and mechanical engineers.
• For later-stage projects, prioritize mechanical engineers, general contractors, and mechanical/HVAC contractors.
• Drill into company and contact records to enrich generic, incomplete, or missing contact information.
• Prepare clear handoff information for Phoenix stakeholders and, where directed, manufacturer representatives.

C. Project Status Validation

• Investigate contradictions between project stage, published date, start date, completion date, and available documentation.
• Conduct professional, limited email or phone outreach when required to confirm whether a project is active, delayed, started, or completed.
• Record the source, date, result, and next action for each validation attempt. Records should be kept in any spreadsheets used to track progress as well as the comments section of the Dodge record.
• Maintain a strict boundary between fact-finding/status validation and sales or specification influence activity.
• Escalate ambiguous or sensitive interactions rather than representing unapproved commercial positions.

D. Data Management & Reporting

• Export, filter, sort, reconcile, and maintain large Dodge datasets in Microsoft Excel or other approved data storage and analysis system.
• Maintain an operational project tracker with qualification, contact, evidence, disposition, ownership, and next-action fields.
• Produce recurring activity, funnel, exception, and handoff summaries for client and company stakeholders.
• Monitor newly published projects and material changes to tracked projects during the maintenance phase.
• Maintain data quality, version control, and traceability across Dodge, shared files, and future systems.
• Document findings that contradict published data in the comments section of the Dodge records.

E. Process Development & Continuous Improvement

• Participate in an iterative pilot, beginning with a controlled project segment and expanding as criteria stabilize.
• Test qualification assumptions against actual project data and professionally challenge ineffective parameters.
• Document SOPs, decision rules, examples, exception handling, handoff criteria, and outreach boundaries.
• Recommend improvements to the Excel tracker, reporting workflow, automation, and future CRM upload structure.
• Support future expansion into additional U.S. geographies, construction types, and related Riverbend businesses as approved.

SKILLS & QUALIFICATIONS:

Work Experience

1. At least 3 years of experience in lead research, sales operations, market intelligence, prospect research, data analysis, construction research, or a related B2B function.
2. Experience evaluating large datasets and converting raw records into prioritized, actionable outputs.
3. Experience performing investigative research, data validation, exception handling, and contact enrichment.
4. Experience supporting U.S.-based stakeholders or construction/HVAC/manufacturing environments is preferred.
5. Engineering or manufacturing experience is not required; demonstrated analytical judgment is more important.

Technical & Process Skills

• Strong Microsoft Excel skills, including filtering, sorting, tables, lookups, data cleaning, and large-dataset management.
• Ability to learn and navigate web-based research and construction-information platforms such as Dodge Construction Network.
• Ability to interpret project stages, dates, documents, organizational roles, and incomplete or conflicting records.
• Strong internet and company/contact research capability.
• Ability to maintain auditable trackers, activity reports, and process documentation.
• Familiarity with SharePoint and CRM systems is advantageous; experience preparing structured data for CRM upload is preferred.

Behavioral Competencies

• Critical thinking and investigative curiosity
• Exceptional attention to detail and data discipline
• Professional English communication by email and phone
• Sound judgment and appropriate escalation
• Confidence working with incomplete information and evolving rules
• Ownership, accountability, and continuous-improvement mindset
• Collaboration, coachability, and willingness to challenge assumptions constructively

Work Schedule & Setup

• Work arrangement: Origo standard arrangement, subject to technical readiness and security approval.
• Some overlap with Arizona business hours is required for stakeholder calibration and project-status outreach; final schedule is to be confirmed.
• Arizona local time must be used as the scheduling reference because Arizona does not observe daylight saving time.
• System access is expected to be web-based; approved Dodge, SharePoint, email, and phone access will be required.
• Initial work is expected to be a structured pilot/build phase, followed by expanded coverage and ongoing maintenance. Long-term full-time scope remains subject to client confirmation.

Success Measures

• Accurate and timely review of assigned Dodge project records.
• High completeness and accuracy of required project, company, contact, evidence, and next action fields.
• Consistent application of approved qualification and disposition rules, with low avoidable rework.
• Useful, well-supported qualified-project handoffs accepted by client stakeholders.
• Timely escalation and resolution of contradictory, stale, or incomplete records.
• Professional and compliant status-validation outreach within the approved role boundary.
• Successful documentation and stabilization of the operating process and qualification framework.
• Increasing independence and contribution to reporting, automation, CRM readiness, and future-state scalability.