Lead Generation & Appointment Setting Virtual Assistant

About the Role

Elm Business Solutions is looking for a reliable, organized, and motivated Virtual Assistant to support our lead generation and appointment-setting efforts.

This is not a high-pressure sales closing role. Your primary responsibility will be to identify qualified prospects, conduct outreach, follow up consistently, and schedule introductory meetings for our founder.

We are looking for someone who is comfortable speaking with business owners, executives, nonprofit leaders, operations leaders, and technology decision-makers.

The right person should be coachable, confident communicating in English, comfortable using sales technology, and willing to follow a structured outreach process.

What You Will Do

Your responsibilities will include:

Researching and identifying qualified companies and contacts
Building and maintaining prospect lists
Using Apollo and other approved tools to research leads
Conducting outbound email, phone, and LinkedIn outreach
Following up with prospects who do not initially respond
Booking qualified introductory meetings
Updating all prospect activity in our CRM
Maintaining accurate notes and contact information
Tracking outreach activity and appointment-setting results
Researching companies before outreach
Identifying the correct decision-makers
Helping maintain clean and organized CRM data
Following provided call scripts, email templates, and outreach playbooks
Testing different messaging and reporting what is working
Participating in weekly coaching and performance reviews
Who We Are Targeting

You will primarily be contacting organizations such as:

Nonprofit organizations
Small and midsize businesses
Companies currently using Salesforce or HubSpot
Organizations that may need CRM, workflow automation, cloud, cybersecurity, telecom, or technology consulting services
Business and technology decision-makers

Typical contacts may include:

CEO
COO
Executive Director
Director of Operations
IT Director
CIO
CTO
VP of Technology
Sales Director
Operations Manager
What Success Looks Like

We care more about results and quality than simply making a large number of calls.

You will be measured on:

Qualified prospects identified
Outreach completed
Conversations started
Follow-ups completed
Meetings booked
Meeting show rate
CRM accuracy
Quality of prospect research

Our goal is to build a repeatable lead-generation engine, so we are looking for someone interested in improving the process over time rather than simply completing tasks.

Required Skills

You should have:

Strong spoken and written English
Professional phone communication skills
Experience with lead generation, appointment setting, or outbound sales
Good internet research skills
Strong attention to detail
Ability to follow documented processes
Comfortable working independently
Ability to stay organized and consistently follow up
Comfortable learning new software

Experience with any of the following is helpful:

Apollo.io
LinkedIn
CRM platforms
Cold email outreach
Cold calling
Google Workspace
Slack
Twenty CRM
HubSpot
Salesforce

You do not need experience with every platform listed above. We will provide training on our specific process.

What We Are Looking For

We are looking for someone who is:

Reliable
Coachable
Persistent without being aggressive
Comfortable speaking with professionals
Organized
Curious
Willing to learn
Comfortable receiving feedback
Interested in growing with a small U.S.-based business

We value good judgment and professionalism. We do not want spammy outreach or aggressive sales tactics.

Schedule

This role will primarily support prospects located in the United States.

You should be comfortable working at least part of your schedule during U.S. Eastern Time business hours.

Compensation

Starting compensation is approximately:

$800 USD per month

Final compensation will depend on experience and demonstrated ability.

There may also be opportunities for performance-based incentives tied to qualified meetings and overall results.

Training

We will provide:

Ideal Customer Profile guidance
Prospecting criteria
Call scripts

Email templates
Objection-handling guidance
CRM procedures
Outreach sequences
Weekly coaching

You will not be expected to create the entire sales process on your own.

Please include the following in your application:

A short introduction about yourself
Your experience with lead generation or appointment setting
The tools you have used
Your experience making outbound calls
Your availability during U.S. Eastern Time
Your expected monthly salary

Please also answer this question:

If you contact a prospect three times and they have not responded, what would you do next?