Cold Email Marketing Specialist

This is a remote position.

B2B Lead Generation | U.S. Market | Public Job Description

Company: Business Financial Group (BFG Tax) | Website: www.bfgtax.com

Location: Remote, India | Engagement: Part-time / Freelance contract | Initial term: 90 days

Experience: 3+ years in B2B outbound cold email | Hours: Approximately 10–15 per week, with scheduled U.S.

Eastern Time overlap

About BFG Tax

Established in 2004, BFG Tax provides accounting, bookkeeping, payroll, tax planning, tax preparation, IRS

resolution, and fractional CFO advisory services to U.S. small and midsize businesses. We are building a disciplined

outbound lead-generation channel focused initially on industries such as home healthcare and construction.

Role Overview

Own the strategy, setup, execution, deliverability, testing, and optimization of B2B cold email campaigns. Work

with Marketing, Sales, and Technology to convert targeted outreach into marketing-qualified leads (MQLs), sales-

qualified leads (SQLs), and booked sales conversations. This is a hands-on campaign operations role, not a

newsletter or general social media position.

Primary Technology Stack

•Inframail — sending domains and mailbox infrastructure

•Instantly — campaign setup, sequences, sending, unified inbox, and analytics

•Seamless AI — prospect identification and B2B contact sourcing

•Zoho CRM — lead lifecycle, attribution, SDR handoff, and pipeline reporting

Key Responsibilities

Campaign strategy and execution

•Build industry- and persona-specific prospecting plans and multi-touch sequences in Instantly.

•Configure campaigns, assign accounts, schedule sends, run A/B tests, and optimize by segment.

•Coordinate approved copy with the Content Manager and targeting decisions with the Sales Manager.

Lead data and targeting

•Use Seamless AI to select decision-makers at companies matching BFG’s ideal client profile.

•Validate and deduplicate lists; maintain exclusion and opt-out records.

•Document list sources, segmentation, campaign cohorts, and contact quality.

Deliverability and compliance

•Audit Inframail domains and mailboxes with Technology; verify SPF, DKIM, and DMARC.

•Monitor bounce rates, complaints, sender reputation, and provider restrictions; adjust volume safely.

•Maintain truthful sender details, compliant opt-out processes, and appropriate suppression controls.

Lead operations and reporting

•Oversee reply categorization and prompt routing of interested prospects to the marketing coordinator and

SDRs.

•Maintain Instantly-to-Zoho CRM attribution and clear MQL/SQL definitions.

•Provide weekly KPI reports and maintain campaign SOPs; train internal staff on repeatable execution.

Required Qualifications

•At least 3 years of demonstrable B2B cold email campaign management, preferably targeting U.S. businesses.

•Hands-on Instantly experience; working familiarity with Seamless AI and Inframail or equivalent systems.

•Practical understanding of DNS authentication, mailbox health, bounce control, and cold email compliance.

•Evidence of positive replies, qualified leads, and booked meetings from prior campaigns.

•Strong written English, analytical reporting, documentation, and independent project management skills.

Preferred Qualifications

Experience in U.S. accounting, tax, finance, or professional services; Zoho CRM; workflow integrations; coaching

junior campaign coordinators; and multi-domain sending programs.

Success Measures

Success will be assessed through campaign quality, validated MQLs, sales-accepted SQLs, qualified meetings,

deliverability, accurate CRM reporting, and process documentation. Sending volume alone is not a success

measure. Specific targets will be agreed after an initial infrastructure and campaign audit.

Application Requirements

•Resume and a short explanation of direct experience with Instantly, Seamless AI, and Inframail.

•Two anonymized campaign examples with sending volume, reply rate, MQL/SQL outcomes, and meetings

booked.

•Expected monthly retainer for 10–15 hours per week, availability, and earliest start date.

•Shortlisted candidates may be asked to complete a practical paid or time-limited assessment.

Note: Please ensure that resumes are submitted in PDF format only. Resumes shared in any other format will not be considered.