Senior Apollo.io + Salesforce Consultant — B2B SaaS Outbound / RevOps

We are an established B2B SaaS company looking for a senior Apollo.io + Salesforce consultant to help us finish implementing Apollo correctly and make it a reliable part of our sales process. We currently have 3 Apollo.io seats. Salesforce is our CRM and system of record. We have already: Connected Apollo.io and Salesforce Completed much of the basic Apollo onboarding Learned how to build lists and sequences Started developing our outbound strategy We do not need a basic Apollo trainer, list builder, virtual assistant, or someone whose primary experience is sending high-volume cold email. We need someone with strong hands-on Salesforce ↔ Apollo.io integration experience, specifically in a B2B SaaS sales environment. Our Immediate Goal Our first use case is targeted outbound prospecting. Before we scale outbound, we need to be confident that Apollo and Salesforce are synchronized correctly and that our sales team cannot accidentally prospect to the wrong people. For example, when building lists in Apollo: We must exclude current customers We must exclude companies and contacts already in an active sales cycle Appropriate new contacts should synchronize into Salesforce Salesforce should remain our system of record Duplicate Accounts and Contacts should be prevented Ownership and status rules need to be clear Replies, activities and relevant engagement data should sync appropriately Sequence enrollment and unenrollment rules need to be reliable We need help reviewing and configuring: Salesforce ↔ Apollo field mapping Push/pull synchronization rules Contact and account creation rules Duplicate prevention Account ownership Lead/contact status management Opportunity-stage suppression Customer suppression Sequence enrollment and unenrollment rules Email/reply/activity synchronization CRM hygiene Segmentation Deliverability Outbound campaign measurement We are specifically interested in someone who can review our current environment and say: “Here is how I would architect this, here are the risks, and here is how we should test it before scaling.” Longer-Term Use Outbound prospecting is our immediate focus, but over time we expect to use Apollo for additional revenue workflows, including: Prospect nurturing Re-engaging stalled opportunities Customer retention Cross-selling and upselling Customer lifecycle communications Trade show/event follow-up Expansion campaigns Because of that, we want to build the Salesforce/Apollo foundation correctly now rather than create technical debt. Required Experience You should have real experience with: Apollo.io Salesforce B2B SaaS sales outreach Sales operations / revenue operations CRM architecture Lead and contact lifecycle management Outbound sales workflows Apollo experience alone is not enough. We want someone who understands how a B2B SaaS company moves Accounts and Contacts through: Target → Prospect → Engaged Prospect → Opportunity → Customer → Expansion / Retention …and how Salesforce and Apollo should behave at each stage. Please Do Not Apply If Your primary experience is: Generic lead generation Web scraping Selling contact databases Virtual assistant work Basic Apollo list building High-volume mass cold email Sequence setup without significant Salesforce integration experience This is a senior consulting engagement, not a low-cost list-building project. Our target market is specialized, so we care much more about data quality, targeting, CRM discipline and thoughtful sales process design than raw email volume. About Us We are an established software company with a small, experienced team. We have worked with many talented people through Upwork and tend to build long-term relationships with people who do excellent work. Some engagements have continued for years and evolved as our needs changed, using the appropriate Upwork processes. We check relevant work history and references. Budget and Timing Budget: $40–$100/hour, depending on experience. We are happy to pay toward the upper end of that range for someone who has genuinely solved these problems before. We are interviewing immediately and plan to begin work around mid-September 2026. To Apply Please begin your proposal with: APOLLO + SALESFORCE Then briefly answer: Describe a Salesforce ↔ Apollo.io integration you personally configured for a B2B SaaS company. How would you prevent Apollo users from prospecting to current customers or Accounts with an active Salesforce Opportunity? When a new contact is discovered in Apollo, how do you decide when that Contact should be created in Salesforce? What are the most common mistakes you see companies make when integrating Apollo with Salesforce? Approximately what percentage of your work is CRM/RevOps/integration versus list building and cold-email execution? Generic proposals will not be considered.