The GTM Operations & Outreach Manager will play a critical role in optimizing and executing our outbound engagement strategy. This individual will be responsible for designing, implementing, and continuously improving our cold outreach campaigns (email and calling) to generate high-quality buy-side leads.

• Please include a resume and what makes you a good fit for this role in your application.

Role highlights

Outreach Campaign Management

• Plan, execute, and manage cold email outreach campaigns using platforms such as SmartLead, Reply.io, Outreach, and Salesloft
• Develop, optimize, and A/B test email copy, subject lines, call scripts, and follow-up cadences to maximize engagement and response rates
• Write creative, engaging, and personalized email content that resonates with target audiences
• Ensure compliance with email regulations (CAN-SPAM) while maintaining high deliverability rates
• Troubleshoot technical issues related to email deliverability, spam filters, and automation workflows

Process Automation & Tool Implementation

• Build and maintain automated outreach workflows to enhance efficiency and scalability
• Implement and optimize sales engagement tools, including Clay, HeyReach, Apollo, LinkedIn automation tools, and CRM systems
• Configure and manage Clay workflows for data enrichment and lead generation
• Set up and optimize HeyReach campaigns for personalized outreach at scale
• Integrate various outreach tools into cohesive workflows that maximize efficiency
• Leverage automation platforms (Zapier, Make) to streamline workflows and improve campaign efficiency
• Explore and integrate AI-powered solutions for lead enrichment, personalization, and scheduling
• Develop and document standard operating procedures (SOPs) for outreach processes
• Set up automations to effectively AB test outreach strategies, create smart reports and dashboard that cover the critical KPIs and metrics to measure a search's performance

Data Management & CRM Administration

• Work closely with CRM systems (Salesforce, HubSpot) to ensure data integrity and proper lead tracking
• Maintain accurate records of outreach activities and ensure daily updates of target data
• Develop and implement data enrichment strategies to improve targeting accuracy
• Create and maintain segmentation strategies for targeted outreach campaigns
• Ensure seamless integration between outreach platforms and CRM systems

Performance Analysis & Optimization

• Develop and track KPIs (open rates, response rates, conversion rates, call connect rates, meeting booked rates)
• Generate reports and insights to improve outreach strategies and team productivity
• Conduct regular analysis of campaign performance metrics and implement data-driven improvements
• Benchmark against industry standards and continuously refine strategies accordingly
• Present performance metrics and recommendations to leadership team

Cross-Functional Collaboration

• Work closely with sales, research, and operations teams to align outreach efforts with overall business objectives
• Collaborate with the Chief of Staff on strategic initiatives and campaign planning
• Provide training and documentation on best practices for outreach and automation tools
• Coordinate with research teams to ensure high-quality target data for campaigns
• Support deal teams with specialized outreach for high-priority opportunities

Required Experience & Skills

• 1-5 years of experience in GTM operations, sales operations, or outbound sales roles
• Proven experience managing cold email outreach campaigns (minimum 2 years preferred)
• Proficiency with email outreach platforms (SmartLead, Reply.io, Outreach, Salesloft)
• Hands-on experience with Clay for data enrichment and HeyReach for automated outreach
• Demonstrated ability to integrate multiple outreach tools into efficient workflows
• Strong understanding of sales automation, CRM systems (Salesforce, HubSpot), and AI-driven GTM tools
• Experience with automation tools (Zapier, Make) for workflow integration
• Exceptional written communication skills with ability to craft compelling outreach messaging
• Strong analytical skills to interpret campaign data and make data-driven decisions
• Tech-savvy mindset with aptitude for learning new tools and technologies quickly
• Creative Thinker: Ability to develop contingency strategies when primary methods file; skilled at devising unconventional, out-of-the-box approaches to overcome research challenges and consistently deliver results
• Solution Mindset: Focus on delivering results rather than dwelling on obstacles; proactively develop and implement solutions using available resources without waiting for direction from others
• Detail-Oriented: High attention to accuracy in data aggregation and management
• Self-Starter: Ability to work independently in a fast-paced, results-driven environment

Preferred Qualifications

• Experience with LinkedIn Sales Navigator, ZoomInfo, and AI-powered personalization tools
• Background in building and managing call centers or outbound SDR teams
• Experience with no-code automation (Zapier, Make, Airtable, Retool)
• Familiarity with AI tools for productivity enhancement and content generation
• Experience in private equity, investment banking, or M&A environments
• Bachelor's degree in Marketing, Business, Communications, or related field

Key Attributes

• Results-driven with strong attention to detail and process orientation
• Creative problem-solver with ability to think outside conventional approaches
• Self-starter who can work independently while collaborating effectively with teams
• Adaptable to changing priorities in a fast-paced environment
• Commitment to continuous learning and staying current with industry best practices
• Available during Eastern Time (ET) business hours if working remotely