Lead Generation and CRM Virtual Assistant

Job Summary:
Make a difference with us as a proactive and resourceful Lead Generation and Email Outreach Specialist who drives our outbound prospecting and manages our marketing email campaigns. The role blends list building, sequence management, and campaign execution with inbound lead handling and pipeline upkeep. We’d be thrilled to hear from you if you’re a self-starter with strong technical aptitude who thrives in a fast-paced environment and can build processes from the ground up.

Key Responsibilities:

• Build targeted prospect lists in Apollo.io based on defined ideal client profiles
• Set up and manage outbound email sequences and cold outreach campaigns in Apollo.io
• Create, schedule, and send marketing email campaigns
• Monitor campaign performance and fine-tune sequences to lift open rates, reply rates, and conversions
• Manage inbound lead flow so every lead gets prompt follow-up and correct routing
• Keep lead records, contact data, and the overall pipeline clean across CRM systems
• Prepare regular reports on campaign performance, lead volume, and pipeline activity
• Research and identify new prospecting channels and audience segments
• Work directly with the founder to sharpen messaging, targeting criteria, and outreach strategy
• Document processes and write standard operating procedures as workflows take shape

Mandatory Skills:

• Hands-on experience with Apollo.io for list building, sequencing, and outbound campaign management
• Proven experience in B2B lead generation and cold email outreach
• Proficiency with CRM platforms for lead tracking and pipeline management
• Strong understanding of email deliverability best practices, including domain warm-up, spam avoidance, and inbox placement
• Ability to write clear, compelling outreach copy that drives engagement
• Experience tracking and reporting on campaign KPIs such as open rates, reply rates, and conversion rates
• Focused, careful, and able to manage your own time with minimal supervision
• Strong communication skills and a proactive approach to problem-solving

Preferred Skills:

• Experience with Keap (Infusionsoft) or similar marketing automation platforms
• Background in or familiarity with the finance, accounting, or professional services industry
• Experience creating outreach processes and SOPs from scratch in an early-stage business
• Knowledge of lead scoring, segmentation strategies, and sales funnel optimization
• Familiarity with email verification and list cleaning tools
• At ease with several campaigns on the go at once while keeping data quality high

Why Join Us:
This is an opportunity to play a foundational role in a growing finance and accounting firm and shape its outreach function from the ground up. Working directly with the founder gives you visibility into business strategy and the chance to make a measurable impact on growth. If you enjoy building systems, taking ownership, and seeing the results of your work directly, this role offers both autonomy and purpose.