B2B Lead Research & Appointment Setter (Ecommerce Agencies & ERP Consultants)

Remote Full-time
About Us

We are a SaaS company focused on ecommerce operations—helping brands streamline integrations, automate workflows, and connect systems like accounting, fulfillment, and inventory.

We work with small to mid-sized omnichannel ecommerce businesses ($5M–$50M revenue) and are building a partner ecosystem of agencies and consultants who support these brands.

The Role

We are looking for a detail-oriented and proactive professional who can identify, engage, and book meetings with high-quality partner prospects.

This is not a high-volume, spam-based role. Your success will come from thoughtful targeting and personalized outreach that leads to meaningful conversations.

Key Responsibilities

1. Targeted Research

Identify and build a list of high-quality partner prospects, including:

Ecommerce agencies (Shopify, Shopify Plus, omnichannel)

ERP consultants and implementation partners

3PL consultants / logistics advisors

2. Outreach & Engagement

Conduct personalized outreach via:

LinkedIn (primary channel)

Email (when available)

Craft tailored messages (no templates or mass spam)

Position outreach as:

Partnership opportunities

Podcast invitations

Strategic conversations

3. Appointment Setting

Book qualified meetings directly on our calendar

Ensure each meeting aligns with our target partner profile

Target Partner Profile (ICP)

Agencies or consultants working with ecommerce brands doing $5M–$50M in revenue

Focus on B2B ecommerce or omnichannel retail

Experience with one or more of the following platforms/ecosystems:

NetSuite

Shopify / Shopify Plus

3PL / fulfillment systems

Microsoft Dynamics

Acumatica

Epicor

Sage Intacct

Based in North America (preferred)

Deliverables

Weekly list of targeted prospects

Outreach tracking (messages sent, responses, follow-ups)

Booked meetings with qualified partners

Success Metrics

Number of qualified meetings booked

Response and engagement rates

Relevance and quality of partner conversations

What We’re Looking For

Experience in B2B lead research + outreach + appointment setting

Strong writing skills (you can craft messages that get responses)

Ability to personalize outreach and think strategically

High attention to detail and organization

Nice to Have

Experience in ecommerce, SaaS, or ERP ecosystems

Familiarity with tools such as:

LinkedIn Sales Navigator

Apollo

Clay

Compensation

Base (hourly or fixed for pilot project)

Performance-based bonus per qualified meeting booked

Initial 2–4 week pilot, with potential for ongoing work

To Apply, Please Include

Examples of meetings you’ve booked (who you targeted and how)

A sample outreach message you would send to an ecommerce agency or ERP consultant

Your expected number of meetings you can book per week

We are looking for someone who values quality over quantity and can help us build meaningful partnerships—not just generate leads.

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