Outreach & Automation Specialist (Apollo / Pipedrive / AI-Driven Campaigns)

About the Role

We’re looking for an experienced Outreach & Automation Specialist to manage and optimize outbound campaigns for CovenantFlow, our AI-driven covenant management solution for banks.

You’ll be responsible for building prospect lists, setting up personalized outreach sequences, monitoring engagement, syncing CRM data, and ensuring consistent follow-through from initial contact to meeting booking.

This is a hands-on, results-driven role for someone who knows how to use ---------- , Pipedrive, and automation tools like Zapier or Make (Integromat) to run B2B outreach at scale.

Key Responsibilities

Campaign Management
• Build, manage, and optimize outbound email + LinkedIn sequences in ----------
• Create and segment lead lists (by bank size, role, geography, etc.)
• Personalize messages using dynamic fields and custom variables
• Schedule and monitor sequences (open rates, replies, meetings)

CRM & Automation
• Maintain lead and deal stages in Pipedrive
• Integrate Apollo ? Pipedrive using Zapier or native sync
• Trigger stage updates based on opens, clicks, replies, or meeting bookings
• Ensure data hygiene, deduplication, and activity logging across tools

Meetings & Coordination
• Manage ---------- / Calendly links for executive calls
• Monitor inbound replies and coordinate introductions or scheduling
• Send polite follow-ups or reminders when needed

Reporting & Optimization
• Generate weekly reports (open %, reply %, meeting %, conversion rates)
• Suggest and test improvements to subject lines and message copy
• Provide insights on top-performing segments and engagement trends


QUALIFICATIONS

Required Skills
• Proven experience running B2B cold outreach campaigns (preferably for SaaS or consulting firms)
• Advanced proficiency with ---------- and Pipedrive (or HubSpot equivalent)
• Solid understanding of email deliverability best practices
• Comfortable with Zapier, Google Sheets, and light data analysis
• Excellent written English and attention to detail
• Reliable, self-starter, and highly organized

Preferred (Bonus)
• Experience targeting financial services / banking clients
• Familiarity with LinkedIn Sales Navigator and message automation
• Basic knowledge of AI, automation, or SaaS sales processes
• Prior experience supporting U.S. or global clients


Performance Metrics
• Open rate ? 45%
• Reply rate ? 8%
• Meetings booked per week ? 3
• Accurate pipeline tracking in Pipedrive
• Weekly campaign reports submitted on time


Tools You’ll Use
• ---------- – Prospecting & Sequencing
• Pipedrive – CRM & Deal Tracking
• Zapier / Make – Automation
• ---------- / Calendly – Meeting Scheduling
• Google Sheets / Looker Studio – Reporting

Compensation & Perks
• Salary: ?45,000–?65,000/month (depending on experience)
• Performance bonus: based on meetings booked and qualified leads
• 13th-month pay + paid local holidays
• Long-term role with potential to grow into Marketing Operations Lead

How to Apply

Please send the following to ---------- with the subject line “Outreach & Automation Specialist – [Your Name]”:
1. Short introduction (1–2 paragraphs)
2. Example of a campaign or sequence you’ve managed (or describe the results achieved)
3. Links to your Apollo / CRM / automation work or portfolio