Role Overview
Seeking a highly organized, proactive, and detail-oriented Virtual Assistant to support:
- Partner onboarding & CRM management
- Cold & warm outreach lead generation
- Email campaign setup & automation support
- LinkedIn prospecting
- WordPress profile review & publishing
- Light marketing coordination (tier-based partner marketing support)
This role combines lead generation + partner relationship admin + email marketing support.
The VA will not handle sales calls or negotiations. Nina will manage all sales conversations. The VA’s role is to build pipeline, nurture via email, manage backend processes, and ensure smooth onboarding and CRM hygiene.
Core Responsibilities
Partner Onboarding & CRM Management (Capsule CRM)
- Add new partners into Capsule CRM
- Maintain CRM hygiene (accurate tagging, segmentation, notes)
- Update records with meeting notes
- Build and maintain a structured partner pipeline
- Manage partner records from onboarding to active status
- Monitor inbox
- Liaise with partners via email (no sales calls required)
WordPress Profile Review & Publishing
When a new partner signs up via Stripe:
- Receive notification of new partner signup
- Log into WordPress
- Review submitted partner profile
- Make minor edits/amendments
- Publish profile (within 48-hour SLA)
- Notify partner once profile is live
- Handle profile-related queries
Future goal: Operate independently without needing Nina’s approval for standard publishing.
Lead Generation & Outreach
Cold Outreach (High Priority)
- Work from Nina’s pre-defined target lists
- Identify decision-makers via LinkedIn
- Build outreach funnel process
- Send cold emails using tools such as:
- Instantly.ai – Sales Engagement & Lead Intelligence (or similar cold outreach platforms)
- Warm up email accounts properly
- Control sending volume to avoid domain blocking
- Track replies & responses
- Follow up systematically
- Book intro sessions via Calendly
- Move interested prospects into CRM pipeline
Warm Outreach
- Re-engage existing contact lists
- Email past contacts
- Nurture via structured follow-up sequences
Email Marketing (Kit / ConvertKit or Similar)
Ideal but similar tool experience is also welcomed: Kit (ConvertKit) experience.
Responsibilities may include:
- Setting up email campaigns for partners
- Creating & managing:
- Broadcast emails
- Segmentation
- Basic automations
- Sequences
- Supporting newsletter setup
- Organizing messy workflows
- Building structured email flows
Tier-Based Marketing Coordination
Surveyors UK has 3 partner tierS
VA may assist with:
- Coordinating announcements
- Scheduling posts
- Supporting campaign setup
- Ensuring partners receive tier benefits
LinkedIn Prospecting
- Connect with target companies
- Send initial LinkedIn outreach messages
- Funnel prospects into email sequence
- Maintain structured tracking
Tools Used
- Capsule CRM
- WordPress
- Stripe
- Kit (ConvertKit) or similar (Mailchimp, ActiveCampaign)
- Instantly.ai – Sales Engagement & Lead Intelligence or cold outreach tools
- Calendly
- Social media scheduling tools
- Email inbox
Required Skills & Experience
Essential
- Excellent written English (UK-level professional tone)
- Experience with CRM systems
- Lead generation & cold outreach experience
- LinkedIn prospecting
- Email campaign setup
- Highly organized & process-driven
- Able to manage pipelines independently
- Comfortable working without constant supervision
Preferred
- Experience with Capsule CRM
- Experience with Kit (ConvertKit)
- Experience with cold outreach tools (Instantly.ai – Sales Engagement & Lead Intelligence , Smartlead, etc.)
- WordPress familiarity
- Basic SEO understanding
- Social media scheduling experience
Ideal Candidate Profile
- Process builder (can structure funnels)
- Understands email warmup & deliverability
- Comfortable handling cold data lists
- Detail-oriented for profile checks
- Proactive communicator
- Growth-minded
- Used to working with founders
Role Type: Part-Time (10 hours/week to start)