Role Description

We are building a pool of highly capable Sales Support Virtual Assistants to assist sales teams, business owners, and revenue operators across multiple industries. This role is focused on supporting the sales process through structured CRM management, lead tracking, follow-ups, and execution of outbound and inbound sales workflows. You will not be expected to “close deals” independently, but rather to ensure that leads are properly managed, nurtured, followed up with, and moved through the sales pipeline efficiently.

Key Responsibilities

• CRM Management & Pipeline Organization
  • Maintain and update CRM systems such as HubSpot, Salesforce, or similar platforms
  • Ensure all leads, contacts, and opportunities are accurately recorded
  • Track deal stages and update pipeline status in real time
  • Keep CRM data clean, structured, and up to date
• Lead Management & Follow-Ups
  • Monitor inbound leads and ensure timely follow-up
  • Execute follow-up sequences based on provided workflows
  • Nurture leads through email, messaging, or CRM tools
  • Ensure no leads fall through the cracks
• Sales Coordination & Scheduling
  • Schedule sales calls, discovery calls, and follow-ups
  • Coordinate calendars between prospects and sales representatives
  • Send reminders, confirmations, and post-call follow-ups
  • Ensure smooth handoff between lead stages
• Outreach Support (Non-Strategic Execution)
  • Assist in executing outbound messaging campaigns (email, CRM, or tools provided)
  • Follow pre-defined scripts, sequences, or templates
  • Organize and segment lead lists as instructed
  • Ensure consistency in outreach execution
• Sales Reporting & Tracking
  • Track key sales activities such as calls, conversions, and pipeline movement
  • Assist in compiling basic sales performance reports
  • Update dashboards or tracking sheets as required
  • Support visibility into pipeline health
• Administrative Sales Support
  • Organize sales documents, proposals, and templates
  • Assist in preparing materials for sales calls or presentations
  • Maintain structured records of sales activity and communication
  • Support general sales operations as needed

Scope Flexibility (Important)

This is a pooled role. While the core responsibilities above remain consistent, specific tools, workflows, and sales processes may vary depending on the client you are assigned to. You may be placed in roles supporting:

• SaaS or software sales teams
• Service-based business owners
• Agency or consulting sales operations
• Real estate or high-ticket sales environments

Candidates who demonstrate strong performance may be considered for more advanced roles in sales operations or revenue support. Once matched, you will be onboarded into a specific client environment with a clearly defined sales process, tools, and expectations. Depending on client requirements and role allocation, some placements may operate on reduced or adjusted weekly hours. Final workload and schedule will be confirmed during client matching and onboarding.

Qualifications

• Experience in sales support, lead management, or CRM-based roles
• Strong organizational and data management skills
• Familiarity with sales pipelines and follow-up processes
• Excellent written communication skills
• Ability to follow structured sales workflows accurately
• High attention to detail and consistency

Requirements

• Tech Stack Familiarity (Preferred)
  • CRM Systems (HubSpot, Salesforce, Pipedrive, GoHighLevel, or similar)
  • Communication Tools (Email, Slack, Zoom)
  • Scheduling Tools (Calendly or similar)
  • Google Workspace / Microsoft Office
  • Basic automation or sequencing tools is a plus
• Work Ethic
  • Highly detail-oriented and consistent in execution
  • Proactive in ensuring follow-ups are completed
  • Reliable in managing time-sensitive sales tasks
  • Comfortable working in structured, performance-driven environments
  • Strong sense of accountability and ownership

Client-Specific Requirements

Each client may have specific sales processes, CRM tools, and workflows. We carefully match candidates based on their experience and strengths, and will align with you prior to any client endorsement to ensure a strong fit.