Research, recommend, and implement a CRM platform (Apollo AI preferred; alternatives may be proposed)
Build structured pipelines for different client types (commercial, corporate, events, agencies)
Create organized tagging, segmentation, and tracking systems
Ensure CRM supports long-term scalability and automation
Design and build automated email workflows
Develop segmented outreach campaigns by industry/client type
Create 'set-it-and-forget-it' nurture sequences
Design professional email templates aligned with a creative brand voice
Implement automation triggers and follow-up sequences
Build and manage targeted contact lists
Identify potential commercial production companies, agencies, event planners, and corporate clients
Develop structured outreach campaigns
Track open rates, replies, conversions, and optimize accordingly
Recommend AI tools to streamline research and outreach (optional but preferred)
Improve efficiency in lead sourcing and personalization
Create documentation/SOPs for system maintenance
Ensure minimal daily oversight required once built

3+ years experience in marketing automation, CRM management, or outbound lead generation
Hands-on experience with Apollo AI or similar CRM platforms (HubSpot, ActiveCampaign, GoHighLevel, etc.)
Proven experience building automated email marketing systems
Strong understanding of B2B outreach strategy
Ability to segment markets and create tailored campaigns
Excellent written English communication skills
Strategic thinker who can build systems — not just execute tasks
Organized, proactive, and self-directed

Marketing & CRM Automation Virtual Assistant – Voiceover Business

Key skills