CRM & Growth Operations Assistant (Outreach & Reporting)

We are seeking a proactive and sales-oriented professional to join our team in a full-time capacity during Eastern Time business hours. This role is not an entry-level internship, basic administrative position, or a traditional management role. Instead, it requires a hands-on operator who will actively manage daily tasks, maintain momentum in our sales pipeline, and ensure that no lead, broker, partner, or client is left without a clear next step. The ideal candidate will be comfortable engaging directly with professionals via LinkedIn, email, and telephone, supporting a variety of sales and outreach functions.

Key Responsibilities

- Manage and maintain the Perfex CRM, including data cleanup, tagging, tiering, and pipeline updates to ensure accuracy and efficiency.
- Conduct LinkedIn prospecting to recruit brokers and partners, followed by consistent daily follow-up communications.
- Coordinate email outreach and campaigns to nurture leads and support recruitment efforts.
- Handle appointment setting, confirmations, and reminders to optimize scheduling and attendance.
- Facilitate lead and broker onboarding processes to ensure smooth integration.
- Schedule social media posts and engage in basic social media interactions to support brand presence.
- Track missing information and overdue tasks to maintain data integrity and workflow continuity.
- Prepare daily priority lists to organize and focus daily activities effectively.
- Produce weekly activity and conversion reports to monitor progress and identify areas for improvement.
- Collaborate with the development team to address automation or technical issues as they arise.

Required Qualifications

- Proven experience in CRM and pipeline management, with a strong ability to keep data organized and actionable.
- Demonstrated success in LinkedIn outreach and lead generation, particularly in recruiting brokers, affiliates, or referral partners.
- Skilled in sales follow-up and appointment setting, ensuring consistent engagement and conversion.
- Familiarity with email marketing platforms to coordinate outreach campaigns.
- Experience with social media scheduling tools and basic engagement tactics.
- Proficiency in Google Workspace or Microsoft Office for daily operations and reporting.
- Ability to manage multiple campaigns and priorities simultaneously without sacrificing quality.
- Competence in preparing daily and weekly KPI reports to track performance metrics.

Preferred Qualifications and Benefits

- Experience with Perfex CRM, GoHighLevel, LinkedIn Sales Navigator, and automation tools is highly desirable.
- Background in financial services or B2B outreach will be considered a strong asset.
- The role includes clear performance expectations, such as adding at least 75 qualified prospects weekly, completing 150 broker follow-ups, scheduling 8–10 qualified appointments, onboarding 4–5 brokers, and scheduling five social media posts weekly.
- Maintaining next actions on 100% of open CRM records is essential.
- The candidate will also be responsible for delivering a comprehensive Friday dashboard summarizing activity, responses, appointments, conversions, and stalled opportunities.

This position offers the opportunity to work closely with a dynamic team and contribute directly to business growth through hands-on sales operations and pipeline management. If you are a motivated individual with a strong sales orientation and the ability to manage multiple priorities efficiently, this role is an excellent fit.