B2B Cold Email and CRM Specialist
UpworkUSNot specifiedintermediateScore: 24
Audience Segmentation & TargetingEmail Campaign SetupEmail Template DevelopmentEmail DesignEmail AutomationTech & ITReply.io
š Job Description
We are looking for an experienced B2B outreach specialist to set up our cold email system and CRM workflow.
The ideal candidate will be responsible for creating cold email templates, setting up an organized CRM pipeline, and ensuring our lead management process is efficient and scalable.
ā
Responsibilities:
Create high-converting B2B cold email templates
Build and organize a CRM pipeline (HubSpot, Zoho, Pipedrive, or Google Sheets)
Set up lead stages (Lead, Contacted, Follow-up, Booked, Closed)
Help define follow-up sequences
Ensure clean data structure and automation (if applicable)
Provide simple documentation on how to use the system
šÆ Requirements:
Proven experience with B2B cold email outreach
Experience with CRM setup (HubSpot, Zoho, Pipedrive, etc.)
Strong English writing skills
Understanding of lead generation & sales funnels
Ability to create simple, scalable systems
š¼ Project Type:
One-time setup (with possible long-term work)
š Timeline:
3ā7 days
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Spent: $425.25Rating: 3.2Verified