What does the client’s business do?
Our client specializes in leadership development through training, coaching, and speaking services. They focus on helping organizations create cohesive, multigenerational workplaces by reimagining talent development strategies. Their services include:
- Leadership Development: Tailored programs aimed at enhancing leadership skills with a focus on self-awareness, emotional intelligence, and impactful communication.
- Coaching: One-on-one and group coaching sessions designed to support leaders in achieving both personal and professional goals.
- Workshops and Training: Interactive sessions on leadership, team dynamics, and organizational culture to drive positive change.
- Consulting: Strategic advice on leadership and organizational effectiveness, including culture transformation and change management.
Their approach emphasizes mindful leadership, fostering environments where individuals can thrive and contribute meaningfully to the success of the organization.
What were the requirements?
Our client sought a candidate who excelled in the following areas:
- Research Skills: Strong ability to conduct research for lead generation.
- CRM Proficiency: Experience with Zoho CRM and tools like instantly.ai or similar platforms.
- Sales Expertise: Proficient in sales techniques and CRM management.
- LinkedIn Networking: Knowledgeable in using LinkedIn for prospecting, networking, and connecting with potential clients.
- Availability: Ability to work full-time, 40 hours per week, in the Pacific Time Zone.
These qualities brought us to Paulina.
What were the responsibilities?
Paulina will begin her role tomorrow, and we are excited about the smooth and efficient recruitment process that took just 15 days. Her key responsibilities will include:
- Lead Generation: Researching and generating leads using tools like instantly.ai and managing them through Zoho CRM.
- Sales Funnel Management: Managing the sales funnel via email and phone outreach, tracking performance, and adjusting strategies as needed.
- LinkedIn Prospecting: Using LinkedIn to prospect, follow up with leads, and manage speaker opportunity lists.
- Research and Follow-up: Researching speaking opportunities, competitive speakers, and following up on calls and opportunities.
- Proposal and Contract Support: Collaborating with the VA to prepare proposals and contracts, and assisting with client onboarding.
- Data Tracking and SOP Documentation: Tracking outreach data and key performance indicators (KPIs), assisting in documenting standard operating procedures (SOPs), and actively participating in team meetings.
- Additional Tasks: Paulina will gradually take on additional responsibilities and procedures as she settles into the role.
What was the candidate’s background?
For the past two years, Paulina has worked remotely as a Key Account Manager, focusing on CRM, project coordination, and marketing campaigns. Before that, she gained extensive experience in marketing and lead generation in her native Colombia, where she worked in person for several companies.
What sets Paulina apart is her humanitarian background. In her most recent role, she was involved in efforts to save the Amazon—a cause that resonates deeply with our client. This conscientious, purpose-driven mindset made Paulina an ideal fit for the company, as they value individuals who not only bring professional expertise but also a passion for making a positive impact on the world.
How did they find this candidate?
The company used South! We help US businesses find, hire, and pay top Latin American talent.
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