Administrative Outbound Sales Professional

Job Description: Our company is searching for a full-time employee who’s willing to work in US hours (9 am – 5 pm EST). This employee will be responsible for running an omnichannel outreach/sales funnel whose purpose is to contact small business owners in the United States. Our firm, River Capital, is an Atlanta, GA-based advisory firm that finds small businesses for our clients to acquire. Our clients are other investment firms that are purchasing companies in industries like landscaping, lawn care, tree services, collision centers, and more. The goal of our company is to contact as many small business owners as possible and in as many ways as possible. For example, if we have a valid email, cell phone number, and address for one business owner, we want to send them an email, voicemail drop their phone, text their phone, and send them a letter in the mail.
Over the past two years, I have been responsible for running the entirety of our omnichannel outreach approach. I custom-built our Salesforce, wrote our cold email text, built our cold email campaigns, built out voicemail drop campaigns, cleaned the data we acquired and uploaded it to Salesforce, and oversaw all the omnichannel marketing campaigns.
My job has got to the point where I do not have enough time in the day to fulfill all these responsibilities, so we are looking to hire YOU to be a new member of our team to take over 90% of this marketing process. I will teach YOU everything you need to know, but you must have demonstrated experience/success in omnichannel digital marketing/customer acquisition. Experienced candidates will have backgrounds in using Salesforce or HubSpot, cold email software, and voicemail drop software, and they will understand direct outreach sales.
The goal is to completely delegate the backend system to you so that I can be the face of the business. My goal is to field inbound email responses and phone calls and yours to make sure that the leads keep coming.
This position will require a long-term commitment. We are looking to build a full-service team of VAs that can help our firm scale up its outbound sales efforts. We are looking to hire someone who will commit to working with us for years to come. We need an avid learner who wants to learn or improve their skills and develop new outbound abilities that can help us grow in the future. We reward hard work and will reward this candidate with promotions as we hire additional talent.
Training Process: In the first month of your employment, we will focus on training you on our current technology stack, system, database, and raw data acquisition. I will teach you every component of our system and how we use them. We will schedule calls and I will walk you through each step in our process. We will record ALL our Teams meetings using Fireflies.ai. It will be your responsibility to create training SOPs that detail how you are to complete the tasks that I am teaching you so we can delegate them to future hires. We are trying to build a well-oiled machine where we are not spending hours on end understanding where we are at in our process.
Requirements:
• Must speak PERFECT English
• Must work in US business hours (9 am – 5 pm EST
• Must have a minimum of 2+ years of experience in outbound sales (cold calling does not count)
• Must be a problem solver who can troubleshoot issues and research ways to resolve them
• Must have a strong and reliable internet connection
• Must have a PC and monitor. Laptops are not sufficient
• Must be willing to put in extra hours to meet target deadlines
• Must have experience leveraging Chat GPT or similar AI to complete tasks in Microsoft Word and Microsoft Excel
Salary
• $750 - $1,250 a month
• Discretionary bi-annual bonuses will be considered for exceptional work.
To Apply
• Please write a 5-10 paragraph explaining your experience in direct sales/omnichannel marketing. Please explain what technologies you have used in the past in lead generation, how they tie together, and what they resulted in. Please describe your interest in this position and any other relevant work information. Please provide a copy of your updated resume and provide a 30-45-second voice recording of you introducing yourself. In order for your application to be considered, you must send an email to tooker@treeleadsondemand.com and label the subject field “Sales Mastery.” I will not review any applicant that’s Subject line is not Sales Mastery.
Tech Stack
• Click Up – Task Management
• Zoom Info – Data Source
• Lead Scraper, D7 Lead Finder, GMB Data Scraper – Data Sources
• Salesforce – CRM
• Saleshandy – Cold Email Software
• Drop Cowboy – Voicemail Drop
• Stannp – Letter Mail Sender
• Landing Pages – Bionic
System Overview: Our omnichannel marketing system involves a large technology stack consisting of CRM, lead data sources and multiple outbound outreach sources. However, the system can be broken down into three parts:
1. Data and Data Set Creation
a. Lead Acquisition
i. Downloading them from Zoom Info
ii. Scraping Lead from D7 Lead Finder, Lead Scrape, GMB Scraper
iii. Purchasing Data lists from third parties
b. Aggregating leads into one spreadsheet, moving them into correct columns, labeling them correctly, and removing irrelevant leads
i.
c. Cleaning the leads
i. Removing Inc, LLC, Corp, DBA, LLP
ii. Removing Middle Initials from First Name Last Name Column
iii. Correcting Spelling of Company Names
iv. Reformatting Phone Numbers Correctly
v. Changing Mailing Address to conform to USPS mailing guidelines using Chat GPT
d. Email Verification
i. Verify the email addresses by using Neverbounce
ii. Use formulas in Excel (highlight cell rule) to label the bounce options correctly.
e. Cross Referencing the data with existing Salesforce data
i. The data we have acquired and cleaned may already be in our Salesforce. You will have to check for duplicate emails by downloading all the Salesforce contact data and account data and checking for overlap between existing data and Salesforce data. You will then fill in as much of the data as possible and make an educated decision on which data points to keep and how to merge them.
2. Segmenting & Uploading Data to CRM
a. Segmenting
i. Create additional columns to label the data for a specific search
1. We will work together to analyze how much available data there is and then assign particular search numbers to the grouping so we can batch the outbound campaigns correctly. We do not want to label them one label and then have to go back and choose how many we want to send to
ii. Create a new picklist value in Salesforce to label that option and match it to the column data you created in Salesforce
iii. Ensure all the data is labeled correctly and that none is missing a label
b. Uploading Data
i. Once you are finished cleaning and segmenting the data, you will run it by me for final approval.
ii. Once the data is approved, you will use the Data Import Wizard in Salesforce to upload the data and create new Accounts and Contacts
c. Report Creation
i. You will create custom reports in Salesforce for the specific searches we are doing and use their labeling options to break them out into different reports.
1. We have created an Excel spreadsheet that tracks which data with specific labels were part of searches.
a. You will update the search as we go
3. Campaign Creation / Launch
a. Once the data is cleaned, labeled, and uploaded to Salesforce, we will design and launch marketing campaigns.
i. The standard campaign we use for one subset of data includes three cold emails, two voicemail drops, and one letter mail sent. The breakdown in time is as follows:
1. Week 1: Cold Email 1
2. Week 2: Voicemail Drop 1
3. Week 3: Cold Email 2
4. Week 4: Voicemail Drop 2
5. Week 4: Cold Email 3
6. Week 6: Letter Mail 1
ii. We may consider adding a level(s) of cold texting campaigns as well to continue to work on the data set
b. Campaign overview
i. The campaigns will run across three different platforms:
1. Saleshandy- we use Saleshandy to send drip email campaigns to targets. The typical campaign runs over a four-week period where emails are sent on weeks one, three, and five. The campaigns are automated so that once the campaign is turned on, the data will be sent as outlined to recipients. Saleshandy tracks KPIs such as cold email delivery, open, response, and bounce rates
a. The campaigns are created by downloading the campaign-specific report from Salesforce in Excel format and then cleaning up the report. The reports need to be uploaded to Saleshandy in CSV format, and so they will be saved and edited according to Saleshandy’s required formatting guidelines
b. Once the lead lists are formatted, uploaded to Saleshandy, and ready to run, we will activate the campaign. From there, you will be required to monitor my emails and to perform the following tasks:
i. For emails that bounce, you will be responsible for marking these emails as soft or hard bounces in Salesforce, as well as the date when the email bounced
ii. For emails we receive automated replies for, you will be responsible for marking these emails as well in Salesforce
2. Voicemail Drop – we use Cowboy Drop to send voicemail drop campaigns to targets. The Campaigns are automated and must be created on a weekly basis. The Campaigns run once for Week 2 and Week 4.
a. The campaigns are created by downloading the campaign-specific report from Salesforce in Excel format and then cleaning up the report. The reports need to be uploaded to Drop Cowboy in CSV format so they can be saved and edited according to Drop Cowboys’ required formatting guidelines.
b. From there, you will be required to monitor my emails and to perform the following tasks:
i. Downloading Analytics reports from Drop Cowboy that note whether the voicemail drops succeeded or failed on a contact-by-contact basis.
ii. Uploading the data to Drop Cowboy with custom labels created to note which campaign the respective contacts were part of.
3. Stannp
a. We will create one-page letter mailers to send physical letters to the targets in our cold email campaigns that did not respond to our three emails and two voicemail drops.
i. Once the fourth leg of the sequence is complete, we will create a report and download all the contacts from the search that did not respond. We will then clean the data and upload it to Stannp, edit the letter, embed a landing page to a QR code, and send the letter mail to the recipients.
ii. We have not sent a letter of mail before, but it is an easy process to do.
Closing Note: Again, the purpose of hiring for this position is to continuously create outbound sales campaigns so that we can source new business acquisition opportunities for our clients. We are willing to invest further into additional team members, but we will be a lean team starting.
Thank you for your interest and for reviewing this!