Outbound Operations Specialist (B2B Lead Gen, Instantly, Email Bison, Data Cleanup, Replies, Sheets)

We are a growing B2B outbound business development firm looking for a detail-oriented Outbound Operations Specialist to support list building, ICP development, Instantly operations, Email Bison operations, reply management, client reporting, and daily preparation for our SDR. This is a long-term role (6–24 months). Part-time: 4 hours/day, 1pm–5pm ET (or overnight shift depending on candidate).

About Us

We run outbound systems for B2B clients. We handle ICP creation, list building, segmentation, cold email operations, reply handling, campaign management, and weekly reporting. Role Overview Your job is to keep outbound operations organized, accurate, and running smoothly. This includes: ICPs + Targeting

• Build ICPs based on client industries
• Create search logic for ZoomInfo, Apollo, and Sales Navigator
• Segment lists by persona, industry, revenue, etc
• Generate lists based on client-specific targeting criteria
• Ensure all lists match the client’s ideal profile and use accurate filters

List Building + Data Work

• Build targeted lead lists from scratch
• Organize lists clearly by segment, persona, and criteria
• QC lists before scraping or uploading
• Clean, dedupe, and structure data
• Maintain organized Google Sheets

Campaign Operations (Instantly + Email Bison)

• Prepare CSVs and upload leads
• QA campaigns before sending (tokens, variables, Calendly links, targeting)
• Set up and schedule campaigns
• Monitor performance metrics and flag issues
• Fix small issues independently
• Maintain clean sending infrastructure inside Email Bison

Reply Handling

• Categorize inbound replies accurately
• Draft responses when appropriate
• Escalate high-value replies to the SDR
• Maintain a reply-tracking sheet

SDR Support

• Prepare daily call lists
• Clean job titles and verify relevance
• Add notes and context
• Organize data so the SDR can execute without confusion

Client Reporting + Performance Tracking

• Prepare weekly end-of-week (EOW) client reports
• Track campaign results for each client
• Update reporting sheets with performance data
• Highlight wins, issues, and areas for improvement
• Ensure all metrics are consistent and accurate

Quality Control

• Double-check everything
• Catch errors before they go live
• Reduce avoidable mistakes

Important Note About Calling This is primarily a cold email, data, and project management focused role. You will do a small amount of cold calling, but primarily you are here to manage the entire sales system as an ops person. Required Skills

• Experience using Email Bison
• Experience using Instantly or similar cold email tools
• Strong Google Sheets skills (formulas, formatting, cleanup)
• Experience generating and organizing lead lists based on client targeting criteria
• Understanding of B2B job titles and personas
• Experience with ZoomInfo, Apollo, or similar tools
• Strong English reading and writing
• Very detail-oriented
• Able to follow clear SOPs
• Able to work 1pm–5pm ET (or specify availability)
• Fast learner with high agency

Preferred (Not Required)

• Experience in B2B outbound agencies
• Prior reply management
• Knowledge of deliverability basics
• Experience preparing reports or tracking KPIs

Personality Traits That Do Well in This Role

• Detail-oriented
• Process-driven
• Organized
• Steady and reliable
• Thinks twice before acting
• Not afraid to ask questions
• Learns quickly
• Can perform repetitive tasks accurately

Compensation

• $6.50–$7.00/hr
• 4 hours/day (Mon–Fri)
• Ongoing long-term role
• Weekly pay via Upwork

What Success Looks Like

• SDR always has a clean, prepared daily call list
• Campaigns run without errors
• Replies handled within minutes
• No broken tokens or bad Calendly links
• Lists are clean, segmented, and aligned with client targeting
• Clients receive accurate EOW reports
• Performance metrics are always up to date
• Issues are fixed before they become problems
• Operations become predictable instead of chaotic

7-Day Skills Test (For Finalists) All finalists complete a paid 7-day skills test covering:

• ICP logic
• Search writing
• List building
• Data cleaning
• Instantly & Email Bison QA
• Reply handling
• SDR packet preparation
• Results tracking + report preparation

How to Apply

Please submit the following (candidates who skip steps will not be considered): A brief intro about your experience in B2B lead generation Examples of spreadsheets you’ve built or cleaned Tools you have used (Apollo, Instantly, Email Bison, ZoomInfo, SalesNav, etc) Confirm you can work 1pm–5pm ET (or specify alternative) Confirm your hourly rate A short explanation of why detail-focused work suits you Apply tot his job Apply To this Job