Operations & Sales Assistant
2 weeks ago
This is a remote position.
Schedule: Monday – Friday, 9:00 AM to 6:00 PM Eastern TimeTotal Weekly Hours: 40 hours
A keynote speaker and corporate trainer is seeking a highly organized, proactive, and detail-oriented Virtual Assistant to manage daily operations and sales support. You will play a key role in client engagement, onboarding, scheduling, and lead nurturing. The ideal candidate is a critical thinker who anticipates needs, maintains professionalism, and ensures seamless client experiences from first contact to final invoice.
Responsibilities
Client Engagement & Operations
Send proposals after CEO meetings and follow up with prospects
Manage client onboarding checklist to ensure all steps are completed
Schedule client appointments and follow-ups
Send invoices, agreements, and track payments
Send event collateral and required materials
Manage email correspondence and customer inquiries
Update CRM (HubSpot) with client data, notes, and next steps
Lead Research & Outreach
Research key prospects and companies for lead generation efforts
Engage with prospects on social media channels (using CEO account)
Create and maintain a prospect tracking spreadsheet for outbound campaigns (email, LinkedIn, etc.)
Lead Nurturing
Create and send monthly newsletters
Export/import prospect lists to ensure proper nurture sequences
Event Support
Order and ship books or materials to event locations
Create presentation decks, workbooks, and digital assets (Canva, Visme, etc.)
Generate QR codes for event landing pages
Proven experience as a Virtual Assistant, Executive Assistant, or in a similar operations/sales support role
Strong experience with CRM platforms (HubSpot preferred)
Proficiency in Canva, Visme, or similar tools for professional presentation design
Experience with email marketing platforms (for newsletters, automations, etc.)
Experience managing social media accounts on behalf of executives or brands
Excellent written and verbal communication skills
High attention to detail and strong organizational skills (multi-tasking, checklist management)
Strong follow-up skills for proposals, invoices, and appointments
Online research proficiency and spreadsheet management (Google Sheets, Excel)
Ability to work independently, think critically, and anticipate needs without micromanagement
HMO coverage (available in eligible locations)
Permanent work-from-home arrangement
Immediate hiring
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