B2B AI Sales Automation Expert for Fintech Startup (HolyPay)
UpworkUSNot specifiedintermediateScore: 49
Appointment SettingEmail MarketingData CleaningLead Generation AnalysisLead Generation StrategyLead GenerationList Building
About HolyPay
HolyPay brings shoppers, merchants, and nonprofits together to transform everyday spending into a collective force for good — by weaving charitable giving into every transaction.
Shoppers choose the cause they want to support.
Merchants decide how much to contribute.
HolyPay seamlessly bridges the connection to ensure every donation reaches its destination.
We are building a shared experience rooted in trust, loyalty, and goodwill — strengthening communities one purposeful checkout at a time.
Joining the HolyPay marketplace is free for merchants. There are no setup fees and no monthly costs.
Our mission is to revolutionalize payments by turning routine purchases into meaningful impact — empowering businesses to “Pay with Purpose.”
Project Overview
We are seeking an experienced B2B Sales Automation Architect to build a scalable, AI-powered outbound lead generation system targeting local businesses.
This is not just list building. We want a strategic automation engine that generates qualified demo bookings consistently.
Scope of Work
- Define and refine Ideal Merchant Profile (ICP)
- Set up automated lead sourcing (Apollo, Clay, etc.)
- Data enrichment workflows
- AI-personalized cold email sequences
- CRM automation (HubSpot or similar)
- Email domain setup + deliverability optimization
- Lead scoring system
- Automated booking integration (Calendly)
- Reporting dashboard for performance tracking
Goal:
- Build a mostly automated outbound machine that generates qualified merchant onboarding calls.
Ideal Candidate
- Proven experience building automated B2B outbound systems
- Strong understanding of cold email infrastructure and deliverability
- Experience with Apollo, Clay, HubSpot, Instantly, Smartlead, etc.
- Can show examples of workflows built
- Can provide performance metrics (open rates, reply rates, booked meetings)
To Apply, Please Include
- Tools you recommend and why
- Example workflows you’ve built
- Results achieved (open %, reply %, meetings booked)
- Estimated timeline
- Estimated cost
VERY IMPORTANT: This is a mission-driven fintech marketplace, not a generic SaaS product. Messaging and positioning matter deeply. We are building community impact, not just payment processing.
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