Outbound Sales Campaign Manager

Job Title

Location: Mountain View, CA or San Diego, CA (Remote considered; PST hours preferred)
Required Skills:
5+ years of experience in sales, sales operations, demand generation, pipeline management, consulting, or related roles in a fast-paced, results-driven environment
2–3+ years of hands-on Salesforce experience managing lead stages, pipeline tracking, reporting, dashboards, and supporting CRM process improvements
Proven ability to launch and execute outbound sales campaigns while managing multiple priorities, cross-functional stakeholders, and evolving business requirements
Strong analytical and operational mindset with experience measuring campaign performance, sales efficiency, pipeline health, and operational metrics
Ability to thrive in ambiguity and adapt quickly in a startup-like environment where processes evolve rapidly and new initiatives are built from the ground up
Excellent verbal and written communication skills with the ability to simplify complex concepts into clear, actionable messaging for diverse audiences
Experience collaborating with cross-functional teams including Sales, Marketing, Data Science, Operations, Learning & Development, and Enablement to drive successful campaign execution
Strong organizational, project management, and problem-solving skills with a track record of delivering high-quality results under tight timelines
Detail-oriented with a focus on operational excellence, compliance, reporting accuracy, and continuous process improvement
Results-driven with a demonstrated ability to improve campaign effectiveness, sales productivity, customer engagement, and business outcomes through data-driven decision-making
Preferred Background:
SaaS, Financial Services, or complex B2C environments (3-5+ years)
Duties:
Lead the end-to-end launch of outbound concierge sales campaigns, taking initiatives from concept to live execution across phone, SMS, and two-way chat to drive pre-booked clients' full-service expert appointments before tax season
Build and scale outbound sales campaigns by defining target audiences, offers, calls-to-action, success metrics, and coordinating campaign launches in a fast-paced, high-growth environment
Partner cross-functionally with Data Science, Marketing, Sales Operations, Sales Enablement, Learning & Development, Marketing Operations, and the Expert Network to ensure seamless campaign execution
Define lead qualification criteria and collaborate with Data Science to pull, score, prioritize, and segment lead lists using propensity models, suppression rules, and other targeting strategies
Configure and launch campaigns within Salesforce and outbound sales tools, including dialers, SMS, and chat platforms, ensuring clean lead routing, segmentation, and reporting
Develop campaign assets including sales scripts, talk tracks, objection handling guides, SMS/chat templates, FAQs, and enablement materials to support concierge teams
Coordinate onboarding, training, and sales readiness activities with Learning & Development and Sales Enablement teams before campaign launch
Partner with Marketing to align contact strategies, manage communication frequency, and ensure compliance with customer consent requirements
Prioritize campaign execution against available concierge capacity, balancing multiple initiatives while communicating risks and trade-offs to leadership
Monitor campaign performance, analyze results, prepare executive reporting, and provide actionable recommendations to optimize lead scoring, messaging, customer engagement, and future outbound sales campaigns
Continuously improve outbound sales processes by incorporating frontline feedback, customer insights, and campaign performance data into future campaign strategies
**Only those lawfully authorized to work in the designated country associated with the position will be considered.
**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.