LinkedIn Outreach & Business Development Representative

Position Overview: A proactive Virtual Assistant with a strong focus on Business Development and LinkedIn outreach to support our client acquisition goals. In this role, you will be responsible for managing Jeanine Hemingway CPA's LinkedIn presence, building relationships with potential clients, and driving qualified leads to book appointments. This is a hybrid role that combines elements of relationship management with BDR responsibilities, aimed at consistently filling the client’s calendar with qualified prospects.
Key Responsibilities:
LinkedIn Profile Optimization & Management: Regularly update and optimize the CPA’s LinkedIn profile to highlight expertise and services. Ensure the profile remains active and engaging to attract potential clients.
Content Development: Use existing FAQs, scripts, and client questions to create engaging posts that showcase the CPA’s expertise and add value to potential clients.
Lead Generation & Outreach: Identify, qualify, and engage potential clients on LinkedIn, particularly in the service-based and small business sectors. Perform direct outreach with personalized messages, follow up with interested contacts, and qualify them based on their needs.
Relationship Building: Develop relationships with prospective clients through regular follow-up, ensuring prospects are well-informed and comfortable with Jeanine Hemingway CPA’s services before booking calls.
Appointment Setting: Act as a bridge between initial outreach and client meetings, working to get qualified leads booked on the CPA’s calendar. Schedule calls and ensure alignment with the CPA’s onboarding periods.
CRM & Documentation Management: Maintain a CRM to organize and track outreach progress, document client interactions, and optimize outreach based on engagement metrics.
Reporting: Provide regular updates on lead status, outreach effectiveness, and conversion rates to support strategy refinement.
Qualifications:
Experience: 2+ years in a virtual assistant or business development role, with a strong focus on LinkedIn outreach, lead generation, and appointment setting.
Communication Skills: Excellent written communication skills for crafting engaging outreach messages. Must be able to adapt to and maintain the firm’s professional voice.
Organizational Skills: Highly organized, with experience in managing and tracking leads through CRM software. Detail-oriented in follow-up and scheduling.
Tools: Proficient in LinkedIn, CRM software, and calendar management tools.
Attitude: Self-motivated, proactive, and results-oriented with a keen sense of ownership over lead generation outcomes.
Preferred Skills:
Familiarity with accounting or financial services, especially bookkeeping and tax processes.
Experience with social media content creation or social listening tools.