Job Overview:
Are you an experienced B2B lead generation specialist skilled at turning warm prospects into high-value opportunities using Zoho CRM?
Client Overview:
Our client is a fast-growing wealth management firm focused on wealth strategy, legacy planning, private membership, and media businesses.
Schedule:
Monday - Friday, 10:00 AM - 12:00 PM and 2:00 PM - 4:00 PM EST (20 work hours per week)
Responsibilities:
- Manage and work existing prospect and lead lists, researching and qualifying new prospects within defined target markets.
- Conduct approved outreach through email, LinkedIn, phone, and other designated channels.
- Follow up consistently with prospects who demonstrate interest (open, click, respond, subscribe) and convert them into scheduled discovery or membership conversations.
- Maintain accurate prospect stages, notes, follow-up dates, tags, and activity in Zoho CRM, supporting both automated and manual nurture campaigns.
- Manage appointment scheduling and confirmations, and actively re-engage warm and dormant prospects.
- Support prospecting for our client's wealth strategies, private membership, and media divisions.
- Provide a concise weekly pipeline report showing outreach, responses, qualified leads, appointments scheduled, and opportunities created.
- Identify prospects requiring personal follow-up from the Founder/CEO and ...
Requirements:
- Confident communicating with accomplished professionals, executives, entrepreneurs, business owners, and affluent consumers.
- Polished and persistent without being aggressive.
- Highly organized and comfortable with CRM technology.
- Excellent verbal and written communication skills with the ability to converse naturally rather than relying on generic sales scripts.
- Strong understanding of scope boundaries: ability to identify prospective clients and schedule qualified conversations without providing financial or investment advice.
Qualifications:
- Prior experience using Zoho CRM or a similar CRM platform for outreach tracking.
- Background in lead generation, appointment setting, professional services, financial services, luxury, membership, media, or B2B sales support.
Compensation & Perks:
- Stable base compensation plus a highly competitive performance incentive structure ($10 per qualified appointment actually held; 5% of the first payment collected on eligible revenue).
- Uncapped total incentive earnings during the introductory period, with potential for quarterly discretionary bonuses based on strong performance.
- Clear path to growth: a strong performer may assume greater responsibility for pipeline management, business development, and revenue operations as our client's business expands.
- Fully remote engagement, working within a structured, tool-supported environment.
- Make a direct impact on business development and revenue generation from day one.
Independent Contractor Perks:
- Permanent work from home
- Immediate hiring