We are building the client’s outbound sales engine from the ground up. We’re a proactive, human concierge motion that calls high-intent customers and prospects to book Full Service expert appointments ahead of tax season. This is a high-velocity, build-it-as-you-fly role. In a single season we spin up campaigns to impact nearly every step in the sales funnel – often on tight turnarounds and against limited concierge capacity. These campaigns span multiple channels – proactive phone, SMS, and 2-way chat – and multiple lead sources, including marketing lists, leads passed from our Care/Support teams, and in-product placements that capture high-intent signals such as shopping-cart abandoners.

Responsibilities:

• Own campaign launches end-to-end – take new outbound concierge campaigns from concept to live outreach across channels (phone, SMS, 2-way chat): audience definition: audience definition, offer/CTA, success criteria, build, enablement, and go-live
• Sales efficiency – Meetings/Contact and Meetings/Conversation across channels on launched campaigns, holding or improving as capacity scales
• Campaign launch velocity & throughput – time from concept to live dials; Number of campaigns launched per season; Clean go-lives (lists loaded, scripts ready, floor trained, compliance gates passed)
• Contribution to the business-wide appointments goal – appointments (Meetings) attributable to campaigns this role launched and the share of the overall target they drive
• Meeting: File quality – the downstream metric proving campaigns produce Meetings with customers that actually file
• Operational cleanliness – disposition/reporting integrity and zero compliance misses (DNC/consent) across launched campaigns
• Stakeholder enablement – floor readiness at launch and quality/timeliness of cross-functional partnership