Lead Generation & Prospect Research Virtual Assistant
Role Overview
Greg is seeking a highly detail-oriented and proactive Lead Generation & Prospecting Virtual Assistant to support outbound B2B sales efforts.
This role plays a critical part in building qualified prospect lists by identifying key decision-makers within target companies and gathering accurate contact information. The VA will directly contribute to pipeline growth, meeting bookings, and overall revenue generation.
Key Responsibilities
- Prospect Research & Executive Identification
- Work from a provided list of target companies
- Utilize LinkedIn Sales Navigator to:
- Identify decision-makers such as CEO, CFO, HR Directors, and other senior leaders
- Assess relevance and confirm decision-making authority
- Use AI Sales Platform | Apollo.io – Outbound, Inbound & Automation to:
- Extract verified email addresses
- Source direct phone numbers where available
- Accurately input and organize data into Google Sheets, including:
- Company Name
- Executive Name
- Job Title
- Email Address
- Phone Number
- LinkedIn Profile URL
- Notes (if applicable)
High accuracy and attention to detail are critical
- Lead Data Organization & Quality Control
- Maintain clean, well-structured, and duplicate-free spreadsheets
- Ensure consistent formatting and data integrity
- Follow client-provided qualification criteria
- Flag incomplete, unclear, or questionable data for review
- Outreach & Sales Support (Within Allocated Hours)
- Send outreach emails using client-provided templates
- Manage follow-ups and track engagement
- Support LinkedIn connection requests and messaging
- Track outreach activities and responses
- Assist with light CRM organization and updates
Required Tools & Experience
- LinkedIn Sales Navigator (Required)
- AI Sales Platform | Apollo.io – Outbound, Inbound & Automation (Preferred; must be trainable)
- Google Sheets / Microsoft Excel (Required)
- Basic CRM or lead tracking systems
- Email outreach tools (nice to have for future expansion)
Skills & Qualifications
Technical Skills
- Strong experience in B2B lead generation and prospect research
- Understanding of prospect qualification and targeting
- Data validation and verification skills
- Advanced spreadsheet management and organization
- Ability to follow structured workflows and SOPs
- Strong online research capabilities
Soft Skills (Highly Important to Client)
- Excellent written and spoken English communication
- Strong comprehension and ability to understand nuance
- Proactive and responsive communicator
- Comfortable asking clarifying questions when needed
- Highly detail-oriented and organized
- Professional, reliable, and discreet (especially when handling login credentials)
Client Preferences & Important Notes
- Communication should be primarily via email
- VA must be able to align or overlap with New York (EST/EDT) timezone when needed
- Strong preference for candidates who are detail-driven and quick to understand instructions with minimal supervision
Engagement Details
- Short Term Package: 10-hours
