Manager - B2B Sales Outreach (Accountant-Targeted Campaign)

Penbrothers

11d • Remote

About The Position

The Manager - B2B Sales Outreach builds and runs a small, white-glove outbound calling team that invites accountants at small and mid-size firms across Canada, excluding Quebec, to register for the client’s monthly tax disputes CPD program. The program is presented by the client’s lawyers and is intended to build long-term relationships with accountants, an important referral source for the Canadian tax-disputes law firm. The manager owns execution, while the Director of Business Development and Marketing sets strategy, approves call guides, and manages senior relationships with accounting firms.

The role begins with the manager recruiting and developing an initial team of two callers. The manager maintains prospect lists and recontact cadence, sets team targets, monitors performance, and personally makes calls during ramp-up or when additional capacity is needed. Outreach is professional and relationship-focused rather than high-volume telemarketing; callers send registration links during or soon after calls and follow up by email using approved templates.

The manager tracks outreach and program results, works with the Marketing Operations Manager on the dialer and CRM, and ensures registration and lead-source data are recorded in the firm’s systems. The role also applies the firm’s calling and email compliance guidance, including the CRTC Unsolicited Telecommunications Rules, National Do Not Call List, and CASL. The position works a permanent overnight schedule aligned with Canadian business hours: 9:00 PM to 6:00 AM Manila Time, with possible future adjustment as outreach expands to other Canadian time zones.

Requirements

• C1 or C2 English proficiency, or native-level spoken and written English with a neutral accent; assessed through an unscripted phone call.
• At least 3 years of experience managing an outbound team calling North American business prospects in B2B appointment setting, sales development, or professional-services outreach.
• Experience building a team from scratch, including recruiting and screening callers, writing call guides, coaching through call reviews, and replacing people who do not meet the required standard.
• Ability to manage a team using performance numbers and demonstrate the results achieved by a previous team.
• Comfort running a team using a CRM and dialer.
• Polished written English for follow-up emails.
• Willingness to work a permanent overnight shift aligned with Canadian business hours, with the professionalism and discretion expected when representing a law firm.

Nice To Haves

• Experience selling to or working alongside accountants, lawyers, or other professional-services firms.
• Understanding of CPD and why accountants value it.
• Familiarity with Canadian calling and anti-spam rules, including CRTC rules, the National DNCL, and CASL.
• A network of elite English-speaking callers in Manila, such as callers from premium North American B2B accounts or SaaS sales development teams.
• Experience with Lawmatics or a comparable CRM.

Responsibilities

• Recruit, screen, and hire the initial two callers in coordination with the firm’s staffing partner; personally assess candidates’ spoken English and phone presence in unscripted calls.
• Onboard, train, manage performance, and replace callers who do not meet the required standard.
• Develop call guides and objection handling with the Director, and refine them based on feedback from the team’s calls.
• Coach callers through regular call reviews and side-by-side listening against a written quality standard.
• Build and maintain lists of accountants at small and mid-size firms across Canada, excluding Quebec, using public directories, firm websites, and LinkedIn.
• Keep prospect data clean, record every call outcome, and manage recontact cadence to avoid calling firms too frequently.
• Set daily and weekly targets and manage the team to those targets.
• Make calls personally during ramp-up and whenever the team is short or has additional capacity.
• Send registration links and prompt follow-up emails in polished English using templates approved by the Director.
• Track dials, connects, conversations, registrations, and attendance by caller, and report monthly to the Director.
• Work with the Marketing Operations Manager on the dialer and CRM, and maintain the flow of registration and lead-source data into the firm’s systems.
• Apply and enforce the firm’s calling rules and email compliance guidance, including CRTC Unsolicited Telecommunications Rules, the National Do Not Call List, and CASL.
• Ensure the team represents the law firm courteously, discreetly, confidentially, and without pressure tactics.

Benefits

• Opportunities for learning, growth, and career development.
• Meaningful work and opportunities to contribute to client experience.
• Employee-focused support for career and welfare.
• Opportunity to work with high-growth startups and dynamic companies from the comfort of home.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed