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

1. 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

2. 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

3. 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