AI Outreach & Automation Specialist for SaaS Partner Program

About REPSShield

REPSShield is a growing SaaS platform that helps U.S. real estate investors track and document activities related to Real Estate Professional Status, material participation and short-term rental tax strategies.

We are building a partner program for real-estate-focused CPAs, tax strategists, enrolled agents, cost-segregation firms and real estate educators.

About the Position

We are looking for a technically skilled and highly resourceful AI Outreach & Automation Specialist to build our partner acquisition workflow from the ground up.

This is not a traditional manual lead-generation or generic virtual assistant position. Your primary objective will be to automate as much of the research, qualification, personalization, outreach, follow-up and reporting process as possible.

Once the workflow is built, you will help operate, monitor and improve it on an ongoing part-time basis.

What You Will Build

You will be responsible for creating an automated system that can:

• Find relevant CPA firms, tax professionals, cost-segregation firms and real estate educators
• Identify the appropriate owner, partner or decision-maker
• Research each prospect’s website, services, content and target audience
• Use AI to determine whether the prospect is a strong fit for REPSShield
• Assign a partner-fit score with supporting evidence
• Find and verify professional contact information
• Generate personalized outreach based on verified research
• Place qualified prospects into a human approval queue
• Send approved outreach and automated follow-up sequences
• Stop outreach when someone replies, unsubscribes or bounces
• Classify incoming responses by intent
• Draft responses and route interested prospects to the founder
• Schedule qualified partner calls
• Track activity and results in a simple CRM or dashboard
• Produce weekly performance reports
• Document the complete system through clear SOPs

The goal is to create a reliable partner acquisition engine—not send large volumes of generic or low-quality email s.

Potential Technology Stack

We are open to your recommendations, but the workflow may use:

• Clay
• Apollo
• n8n, Make or Zapier
• ChatGPT, Claude or another AI model
• HubSpot, Airtable or Google Sheets
• Email verification and sequencing tools
• Google Workspace
• Calendly

You do not need experience with every tool listed, but you must have hands-on experience building similar automations.

Ongoing Responsibilities

After the initial system is complete, your ongoing work may include:

• Reviewing and approving high-fit prospects
• Verifying AI-generated research and personalization
• Monitoring campaign performance and deliverability
• Reviewing positive or ambiguous responses
• Maintaining suppression and unsubscribe lists
• Testing outreach messages and partner offers
• Improving prompts, scoring criteria and workflow logic
• Troubleshooting automation failures
• Preparing qualified prospects for founder follow-up

Required Qualifications

• Demonstrated experience building sales, lead-generation or outreach automations
• Experience with Clay, Apollo or comparable prospecting platforms
• Experience with n8n, Make, Zapier or another workflow automation platform
• Strong understanding of AI prompting and structured web research
• Experience with personalized B2B email outreach
• Familiarity with email verification, sequencing and deliverability
• Ability to build systems independently with limited supervision
• Excellent attention to detail
• Strong written English
• Ability to verify AI-generated information instead of blindly trusting it
• Ability to create clear process documentation and SOPs

Preferred Qualifications

• Experience with SaaS partnership outreach
• Experience targeting CPAs, tax firms or financial professionals
• Experience with HubSpot or another CRM
• Experience building AI agents or human-in-the-loop workflows
• Experience creating dashboards and automated performance reports

Working Arrangement

• Part-time, remote position
• Initial project-based build followed by ongoing work
• Estimated ongoing workload: approximately 5–10 hours per week
• Flexible schedule with one short weekly meeting overlapping U.S. Central Time
• Opportunity to grow with REPSShield if the partner channel is successful
• Compensation is negotiable based on experience and demonstrated ability

How to Apply

Include the following:

1. A brief introduction and overview of your relevant experience
2. An example of a similar prospecting, outreach or AI automation system you personally built
3. The tools you used and what you were directly responsible for
4. A short explanation of how you would approach this project
5. Your proposed technology stack
6. Your hourly rate or proposed project rate
7. Your weekly availability
8. Links, screenshots or a short Loom video showing relevant work, if available

Please do not submit a generic application. We are specifically looking for someone who can design, build, document and operate an intelligent automation system—not someone who only performs manual data entry or sends templated email s.

Selected finalists may be invited to complete a small paid trial project.