About VirtualAd
VirtualAd is a capital raise marketing agency specializing in direct-to-investor paid media and meeting booking funnels. We run end-to-end investor acquisition campaigns for fund managers and founders — from first ad impression to booked call to committed investment. Our clients are raising significant capital and rely on us to fill their calendars with qualified investor meetings, consistently and predictably.
The Role
We are hiring a Revenue Operations Manager to own the performance of our client's investor acquisition funnels from the ad click through to the attended sales meeting. That gap — between a booked appointment and a qualified investor sitting on a call — is where your work lives.
You will build, configure, and optimize GHL-powered funnels across a portfolio of 8-10 active clients. You will work within a proven playbook that you deploy, adapt, and evolve per client — bringing your own judgment to each engagement while operating within a defined methodology. You will own post-click funnel performance against clear metrics, independently identify what is underperforming, and execute the fix with autonomy.
Marketing automation is important to this role. The email and SMS sequences you build and refine — their timing, logic, copy structure, and trigger conditions — are a primary mechanism for improving show rates and keeping investor intent high between booking and call.
What You'll Do
Marketing Automation & Sequence Strategy
- Set up email and SMS automation sequences across the full post-click journey: pre-meeting nurture, appointment confirmations, multi-touch reminders, no-show recovery, and post-call follow-up
- Develop sequence logic that maintains investor intent and reduces drop-off between booking and attended call
- Test and iterate on timing, messaging structure, and trigger conditions to improve show rate
- Identify patterns across client accounts and apply automation improvements systematically across the portfolio
GHL Build & Technical Operations
- Deploy and configure investor funnels in GHL across client accounts, adapting the core playbook to each client's offer and audience
- Build and maintain CRM pipeline architecture, tagging logic, lead routing, and workflow automations
- Set up, script, and optimize AI inbound and outbound agents for call booking and lead qualification
- Build and maintain GHL reporting dashboards tracking funnel performance and sequence effectiveness
- Manage third-party integrations and maintain data integrity across the tech stack
Funnel Optimization & Analysis
- Analyze funnel performance data to independently identify drop-off points and underperforming segments
- Monitor downstream conversion and sales metrics to surface insights and inform funnel-side improvements
- Form and test hypotheses on show rate, sequence performance, AI agent scripts, and lead quality segmentation
- Maintain a structured optimization log across client accounts and bring portfolio-level learnings back into the playbook
Internal Collaboration & Portfolio Management
- Manage GHL environments across 6–10 active clients simultaneously with clean tagging, naming conventions, and workflow organization
- Analyze funnel performance patterns across the portfolio, identify contributing factors, and surface findings to the paid media director
- Collaborate closely with the paid media team to close the feedback loop between lead quality and funnel performance
- Participate in internal performance reviews and contribute funnel-side analysis and recommendations
What We're Looking For:
Requirements
- 2–4 years of hands-on CRM experience — you have built funnels and automation systems
- Strong working knowledge of GHL automation, pipeline configuration, tagging, CRM workflows, and reporting
- Demonstrated experience building and optimizing email and SMS automation sequences with measurable outcomes
- Experience setting up AI agents or conversational bots for lead qualification or appointment booking
- Analytical mindset — you can look at funnel data, identify where performance is breaking down, and know what to test
- Self-directed operator — you identify problems and act on them without needing step-by-step direction
- Based in Canada or the United States
Strong Differentiators
- Background in high-ticket offer funnels or financial services where show rate and lead intent genuinely matter
- Experience managing multiple client accounts simultaneously within a single platform
- Familiarity with investor acquisition, capital markets, or wealth management marketing contexts
- Understanding of how funnel quality and lead readiness connect to downstream sales outcomes
How You Work With Our Team:
Paid Media
The paid media team owns ad accounts, campaign budgets, and traffic acquisition. Your funnel starts where their work ends — at the landing page. You work closely with them to close the feedback loop: surfacing lead quality signals, conversion patterns, and funnel drop-off data that informs targeting and creative decisions upstream.
Reporting
You own GHL-side reporting — funnel mechanics, sequence performance, show rate, and post-click conversion data. The reporting team assembles the full-funnel picture across paid media and outcomes. You are the primary contributor of the funnel layer to that view, and you use the broader data they surface to sharpen your optimization decisions.
Product & Tech
You work with the product and tech function on GHL infrastructure decisions, integrations, and platform architecture. When you identify tooling gaps, automation limitations, or tech stack needs, this is where you bring those requirements. You are expected to be technically fluent enough to contribute meaningfully to those conversations.
Why VirtualAd
- A focused, high-performing team where your work has direct visibility into client outcomes
- Ownership of a clearly scoped function with real accountability — you will see the impact of your decisions in the metrics
- Work at the intersection of marketing technology and private capital markets — a niche that builds rare and compounding expertise
- Fully remote with a results-oriented culture that values execution over process
- Exposure to a diverse portfolio of capital raise clients across multiple sectors and raise structures
