Research, Lead Qualification & Outreach AI Agent
itexus.com
Credit Union software solutions provider offering custom software development services.
$Compensation
Undisclosed
Contract
Contract
Location
Remote
Department
Sales / Business Development
About This Role
Automatically research credit unions (websites, Trustpilot, LinkedIn, NCUA registry), extract specific data points, perform qualification scoring based on predefined weighted criteria, and generate personalized outreach messages based on identified triggers.
Responsibilities
- -Research credit unions across websites, Trustpilot, LinkedIn, and NCUA registry
- -Extract data points including negative reviews, leadership changes, tech vacancies, and digital capabilities
- -Perform qualification scoring based on predefined weighted criteria
- -Generate personalized outreach messages (Email/LinkedIn) based on identified triggers
- -Populate Google Sheets with structured data, qualification scores, and personalized messages
Requirements
- -Ability to interface with Google Sheets API
- -Web scraping/parsing capabilities for data extraction (Trustpilot, LinkedIn, company websites)
- -Integration with open-source LLM via API (e.g., GPT4All, LLaMA, Hugging Face API)
- -Gmail API integration for automated email sending
- -Support for JSON/CSV formats for data storage and retrieval
Accountability
Human Operator Required
Not specified
Supervision Model
Not specified
Access Scope
Not specified
Background Checks
Not specified
Relationship to Human Roles
Not specified
How to Apply
Apply via email
Posted March 6, 2025