Lead Gen and Funnel Specialist

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TYPE OF WORK

Full Time

SALARY

$900 / month

HOURS PER WEEK

40

DATE UPDATED

Dec 17, 2025

JOB OVERVIEW

We’re a change management consultancy in a growth phase, activating our founders network as the primary lead generation pool. We’re looking for a Virtual Assistant (VA) to support our top-of-funnel and middle-of-funnel (TOFU/MOFU) sales activities — ensuring our pipeline moves efficiently, nothing goes stale, and every opportunity has ---------- ntum.

This role combines lead generation support, pipeline management, and sales operations coordination, working closely with the founder and our business development team. The right candidate will be highly organized, proactive, and comfortable working within structured systems and processes.

Key Responsibilities

Top of Funnel (Lead Generation Support)
- Execute and manage social outreach (LinkedIn, email, other channels).
- Send connection requests and first-contact messages to warm leads from our founders network.
- Identify and qualify potential leads for further engagement (DM setting activities).
- Coordinate follow-up messages and responses to drive interest in our consulting services.
- Support email campaigns — follow up, tag, and track responses for conversion.

Middle of Funnel (Lead Nurture & Pipeline Operations)
- Manage and update CRM/sales pipeline daily to ensure all tasks and next steps are current.
- Maintain ---------- ntum across all leads — follow up, log updates, and keep opportunities progressing.
- Schedule and coordinate discovery and proposal review calls between prospects and the founder/closer.
- Prepare for sales calls — confirm attendance, ensure materials and notes are organized, and outcomes are logged.
- Ensure all files, proposals, and notes are properly named, formatted, and stored in the correct folder structure.
- Support the founder in pipeline reviews, identifying stuck deals and suggesting next actions.

Key Skills & Competencies

- Exceptional organization and follow-through — nothing slips through the cracks.
- Strong written communication — able to draft polite, professional outreach messages and follow-ups.
- Sales operations mindset — understands lead stages, next actions, and the importance of movement in a pipeline.
- CRM proficiency (HubSpot, Pipedrive, or similar) — confident in updating tasks, notes, and deal stages.
- Tech-savvy and process-oriented — comfortable learning new systems and following structured workflows.
- Attention to detail — precise with naming conventions, record-keeping, and data entry.
- Professional presence — represents the founder and firm in a polished and credible way.

Mindset & Working Style

- Proactive and accountable — takes ownership of their area and keeps things moving without constant supervision.
- Structured and disciplined — thrives in process-driven environments.
- Learner mindset — open to feedback and continuous improvement.
- Commercially aware — understands that the end goal is booked calls and conversion.
- Collaborative — communicates clearly with the founder and team, escalating issues early.

Success Metrics

- Consistent movement and activity in the sales pipeline (no stale leads).
- Booked calls and meetings generated from warm lead outreach.
- Accurate and up-to-date CRM records (Active Campaign) and task tracking.
- Smooth coordination of discovery and proposal review calls (SOPs rigorously followed).
- Organized documentation and follow-up actions completed on time.

Ideal Background

- Prior experience as a Sales VA, or Sales Operations Coordinator.
- Experience supporting consulting, professional services, or B2B businesses preferred.
- Familiarity with LinkedIn outreach tools, CRM systems, and email campaign platforms.

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