Virtual Assistant

We’re looking for a highly organized and client-focused Sales & Account Management Support Specialist to join our growing team. If you thrive in a fast‑paced environment and excel at bridging the gap between sales, client success, and project execution, this role is for you. You’ll start by managing core account functions—leading client onboarding, handling daily communications, and ensuring projects are seamlessly coordinated—while using your data analysis skills to provide clear, actionable insights for our clients. Client Success & Relationship Management Lead client onboarding to ensure smooth transitions from sales to implementation. Join client strategy meetings to capture objectives and translate them into actionable plans. Manage day‑to‑day client requests, ensuring clear task assignments and timely updates. Take ownership of client retention metrics and support account growth opportunities. Handle daily client communication while escalating strategic issues as needed. Data Analysis & Reporting Gather and analyze data from HubSpot, Google Analytics, Microsoft Clarity, and Meta Ads. Build and maintain client‑facing reports that simplify complex data into clear stories. Ensure dashboards are accurate, real‑time, and presentation‑ready. Translate raw data into actionable insights for both clients and internal teams. Apply advanced Excel/Google Sheets skills (pivot tables, VLOOKUP, data visualization) to identify meaningful trends. Project Coordination & Workflow Management Serve as the team’s go‑to expert on our project management platform (e.g., Wrike, Asana, ClickUp), creating and managing tasks from client requests and sales communications. Customize project templates and blueprints for new launches to ensure a standardized and efficient process. Participate in daily production calls and weekly status updates. Monitor project timelines, flag potential delays, and maintain organized documentation. Sales Support & Meeting Preparation Prepare background research and pre‑call materials for sales and client meetings. Organize notes and relevant information to set meetings up for success. Manage post‑call follow‑ups, ensuring tasks are tracked through completion. Support contract workflows through DocuSign and maintain organized records. Schedule and confirm meetings across multiple stakeholders. Requirements 3+ years of proven experience in sales support, account management, or client services. Subject matter expertise in at least one major project management platform (e.g., Wrike, Asana, Monday.com, ClickUp), including template/blueprint customization, automation, and advanced workflow creation. Hands‑on expertise with HubSpot CRM, including pipeline management, deal tracking, and reporting. Advanced proficiency in Excel/Google Sheets, including pivot tables, VLOOKUP, and data visualization. Strong analytical mindset with familiarity analyzing data from platforms like Google Analytics, Microsoft Clarity, and Meta Ads Manager. Excellent communication and client‑facing skills, with the ability to translate complex data into clear, actionable insights and build strong relationships. Proactive and solutions‑oriented mindset, with the ability to anticipate client and team needs. Exceptional attention to detail and organizational skills, with a strong ability to manage multiple priorities and follow through on tasks. Client‑first attitude with a genuine focus on delivering an exceptional experience. Experience with DocuSign and managing digital contract workflows. Benefits Health and Wellness: Comprehensive HMO coverage for you and your dependents. Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future. Financial Flexibility: Virtual Credit Card for added convenience and purchasing power. Work‑Life Balance: Generous Paid Leaves to recharge and prioritize personal time. Government Benefits: Full support for required government benefits. 13th Month Salary: A festive bonus to celebrate the year’s hard work. Overtime Pay: Compensation for your extra effort and time. Night Differential: Additional pay for working late hours or shifts. Incentives: Performance‑based incentives to reward your contributions and achievements. #J-18808-Ljbffr