Lead Manager

AdX Fusion is looking for a highly motivated Lead Manager to join our remote team. In this role, you will be responsible for engaging with leads who register for our clients' webinars, workshops, seminars, and trading events. Your primary objective is to build trust, answer questions, nurture prospects throughout their journey, and guide them toward becoming active traders.

You will serve as the bridge between event registration and account activation ensuring prospects attend events, open trading accounts, complete verification, make their first deposit where appropriate, and remain engaged after the event.

This is a performance-driven role requiring excellent communication skills, empathy, persistence, and the ability to build genuine relationships over the phone, WhatsApp, email, and other communication channels.

Key Responsibilities:

Lead Engagement

• Contact every registered attendee within assigned timelines.

• Introduce yourself professionally and represent the client.

• Build rapport and establish trust with every prospect.

• Understand each prospect's trading experience, goals, and concerns.

• Maintain consistent communication before and after events.

• Keep detailed notes after every interaction in the document provided.

Event Attendance Conversion

• Confirm event registrations.

• Remind attendees of event dates, times, and venues.

• Handle rescheduling where necessary.

• Answer event-related questions.

• Ensure the highest possible attendance rate.

• Follow up with absent registrants after the event.

Account Activation

Guide prospects through:

• Opening a trading account.

• Completing KYC verification.

• Downloading trading platforms.

• Logging into their accounts.

• Accessing educational resources.

• Understanding next steps after registration.

Funding Support

Where appropriate and in line with client guidelines:

• Explain funding options.

• Assist prospects during the funding process.

• Address common objections.

• Encourage timely account activation.

• Follow up with unfunded accounts.

Relationship Management

• Build long-term relationships with prospects.

• Stay in regular contact after events.

• Encourage participation in future educational sessions.

• Share relevant updates and promotions.

• Identify highly engaged prospects for escalation.

Lead Qualification

Identify:

• Beginner traders

• Experienced traders

• Introducing Brokers (IBs)

• High-value prospects

• Institutional opportunities

Segment leads appropriately for future campaigns.

CRM & Reporting

• Update the CRM after every interaction.

• Record call outcomes and follow-up dates.

• Maintain accurate pipeline records.

• Track conversion progress.

• Submit daily and weekly performance reports.

Performance Metrics (KPIs)

You will be measured on:

• Number of active calls made per day

• Contacts reached

• Event attendance rate

• Account openings

• KYC completion rate

• Funded accounts

• Deposit conversion rate

• Follow-up completion rate

• Lead response time

• Customer satisfaction

• CRM accuracy

• Revenue influenced

Required Skills

• Excellent spoken and written English

• Strong interpersonal and relationship-building skills

• Confident telephone etiquette

• Persuasive but consultative sales approach

• High emotional intelligence

• Strong objection-handling skills

• Excellent organizational skills

• Ability to work independently in a remote environment

• WhatsApp Business, Zoom, Google Workspace, and Microsoft Office proficiency

Preferred Qualifications

• Experience in Forex, CFDs, fintech, financial services, or sales.

• Experience in telesales, customer success, or lead nurturing.

• Experience managing event registrations and attendee follow-up.

• Familiarity with trading platforms such as MT4 or MT5 is an advantage.

Remote Work Requirements

• Reliable laptop or desktop computer.

• Stable, high-speed internet connection.

• Quiet home office environment.

• Smartphone for business communication.

• Availability during scheduled working hours.

• Professional background for virtual meetings.

What Success Looks Like

A successful Lead Manager doesn't just make calls they create relationships that convert. They ensure registrants become attendees, attendees become active traders, and active traders remain engaged with our clients. By consistently delivering a high-quality experience, they contribute directly to client satisfaction, campaign performance, and long-term business growth for AdX Fusion.