Outreach & Email Marketing Virtual Assistant

About the Role

Our client is an executive leadership trainer, emotional
intelligence facilitator, keynote speaker, and author who delivers leadership
development and certification programs to organizations across the United
States.

He is looking for a proactive and detail-oriented Virtual
Assistant to support the growth of his leadership training business through outbound marketing and lead generation efforts. This role is not focused on supporting his fractional executive consulting work. Instead, the VA
will help introduce his leadership and emotional intelligence training programs
to organizations by identifying qualified prospects, executing email outreach
campaigns, managing prospect data, and booking discovery calls.

The client has already developed the overall outreach
strategy, messaging, templates, and target audience. The successful candidate's
role will primarily be to execute these processes consistently while helping
keep outreach campaigns organized and effective.

Key Responsibilities

Lead Research & Prospect List Building

• Research
  organizations that fit the client's Ideal Customer Profile (ICP).
  
• Identify
  key decision-makers within target organizations, including:
  
• CEOs
  
• Business
  Owners
  
• Presidents
  
• HR
  Directors
  
• HR
  Vice Presidents
  
• Learning
  & Development Directors
  
• Build
  and maintain targeted prospect lists based on industry, company size, and
  geographic location.
  
• Expand
  existing lists by identifying similar ("lookalike")
  organizations.
  
• Enrich
  prospect records with verified contact information, including business
  email addresses.
  

Outbound Email Outreach

• Execute
  outbound email campaigns using the client's approved messaging and
  templates.
  
• Personalize
  emails using AI-assisted prompts and prospect information.
  
• Manage
  outreach campaigns to generate qualified discovery meetings.
  
• Follow
  up with interested prospects when appropriate.
  
• Schedule
  discovery calls directly into the client's Calendly calendar.
  
• Maintain
  a professional and consistent communication style.
  

Email Marketing & Campaign Management

• Build
  and launch email campaigns using Mailchimp (or a similar platform if
  required).
  
• Upload,
  segment, and organize mailing lists.
  
• Schedule
  and monitor campaigns.
  
• Maintain
  accurate subscriber lists.
  
• Track
  campaign activity and recommend improvements when appropriate.
  

CRM & Data Management

• Maintain
  accurate records within HubSpot CRM.
  
• Update
  contact records and outreach activities.
  
• Track
  campaign progress and prospect engagement.
  
• Keep
  databases organized and current.
  

Campaign Support

• Assist
  with launching campaigns targeting different industries and regions.
  
• Support
  ongoing outbound marketing initiatives.
  
• Suggest
  process improvements and ideas to enhance campaign performance.
  
• Work
  closely with the client to ensure outreach activities remain aligned with
  business goals.
  

Key Performance Indicators (KPIs)

Success in this role will be measured by:

• Booking 3–5 qualified discovery calls per week
  
• Building
  accurate, high-quality prospect lists
  
• Executing
  outbound campaigns consistently
  
• Maintaining
  clean and organized CRM data
  
• Supporting
  the continued growth of the sales pipeline
  

Required Skills & Qualifications

• Previous
  experience in B2B lead generation, appointment setting, or outbound sales
  support.
  
• Experience
  executing email marketing campaigns.
  
• Strong
  internet research and data enrichment skills.
  
• Excellent
  written English communication skills.
  
• Strong
  attention to detail.
  
• Highly
  organized and process-oriented.
  
• Self-motivated
  with the ability to work independently.
  
• Comfortable
  managing repetitive outreach activities while maintaining quality.
  
• Results-driven
  mindset with a focus on measurable outcomes.
  

Preferred Experience

Experience using any of the following is highly desirable:

• Mailchimp
  
• HubSpot
  CRM
  
• AI Sales Platform | Apollo.io - Outbound, Inbound
  & Automation
  
• Calendly
  
• Claude
  AI, ChatGPT, or similar AI writing tools
  
• Google
  Workspace
  
• Microsoft
  Office
  

Equivalent experience with similar CRM or email marketing
platforms is also welcome.

Ideal Candidate Profile

The ideal candidate is someone who:

• Has
  experience supporting B2B outreach or business development.
  
• Enjoys
  research and prospecting.
  
• Is
  comfortable working with executive-level contacts.
  
• Learns
  new systems quickly.
  
• Can
  follow established processes while making thoughtful suggestions for
  improvement.
  
• Is
  dependable, proactive, and organized.
  
• Works
  independently with minimal supervision.
  
• Communicates
  professionally in written English.
  
• Is
  motivated by achieving measurable outreach goals.
  

Client Preferences & Important Notes

Business Focus

This role will support the client's leadership
development, emotional intelligence training, leadership certification
programs, and speaking business.

This position does not support the client's fractional
executive consulting business.

Target Audience

The primary contacts include:

• Business
  Owners
  
• CEOs
  
• Presidents
  
• HR
  Directors
  
• HR
  Vice Presidents
  
• Learning
  & Development Directors
  

Outreach Process

The client already provides:

• Outreach
  strategy
  
• Email
  templates
  
• AI
  prompts
  
• Target
  customer profiles
  
• Campaign
  direction
  

The VA's primary responsibility is executing and managing
outreach, rather than creating the overall strategy.

Lead Generation

The successful candidate should be comfortable:

• Researching
  new organizations
  
• Expanding
  target company lists
  
• Identifying
  decision-makers
  
• Enriching
  contact information
  
• Managing
  outreach campaigns from list building through appointment booking
  

Schedule

• Minimum 10 hours per week
  
• Preferred
  overlap with U.S. Eastern Time business hours
  
• Flexible
  schedule may be arranged with the client
  

Communication

Preferred communication methods include:

• Email
  
• WhatsApp
  
• Other
  collaboration tools as agreed upon
  

Success Measures

The primary objective is to consistently generate 3–5
qualified discovery calls per week while helping grow awareness of the
client's leadership training and emotional intelligence programs.

This version now accurately reflects the business Eric wants
to grow and avoids any reference to supporting his BAR40 Fractional Executive
work, ensuring recruiters source candidates aligned with his actual hiring
needs.

Employment Type: Part-Time (Ongoing)

Hours: Minimum 10 hours per week (with the
opportunity to scale as needed)

Schedule: Preferably aligned with U.S. Eastern
Time business hours, with approximately 2 hours per day (Monday–Friday) or another mutually agreed schedule.