Sales Administration Support

2 days ago

Philippines Outsource Access Careers Full time $40,000 - $60,000 per year

This is a remote position.

We're looking for a highly organized and proactive Sales Admin Specialist to support a fast-paced speaking and consulting business. In this role, you'll manage lead outreach, CRM tracking, appointment setting, contract preparation, and travel logistics. You'll work closely with tools like Zoho CRM and SpeakerFlow while helping drive sales and client engagement.

This is an ideal role for someone who thrives in a detail-driven environment, enjoys managing high-volume pipelines, and can anticipate needs before they arise.

Key Responsibilities

1. Lead Prospecting & Outreach

  • Manage monthly lead lists (300–400 new leads) using Diamond Intel Engine
  • Source contact and conference details; enter new leads into SpeakerFlow CRM
  • Launch email cadences to drive interest and speaking engagements
  • Fill out Request for Presenter forms for leads not routed through meeting planners
  • Track all lead activity using Zoho CRM's Kanban board

2. CRM Management & Reporting

  • Maintain data accuracy and cleanliness in Zoho CRM and SpeakerFlow
  • Monitor lead stages, follow-ups, and outreach progression
  • Generate weekly reports on pipeline activity and engagement

3. Appointment Setting

  • Send follow-up and cadence emails using provided templates (with custom edits)
  • Respond to inquiries, qualify prospects, and schedule Zoom/phone appointments
  • Meet a target of 8 qualified appointments/month

4. Sales Admin & Client Communications

  • Prepare and send professional client contracts using Canva
  • Enter and update client data, call notes, and sales activity in CRM
  • Support other administrative sales tasks as needed

5. Travel & Logistics Coordination

  • Book airfare, hotel, car rentals, and ride shares for speaking engagements
  • Coordinate with the executive on preferences and schedules
  • Ensure all travel arrangements are accurate and timely

6. Additional Support (As Needed)

  • Assist with LinkedIn outreach and basic profile updates
  • Help promote webinars and handle light social media posting
  • Support low-volume email campaigns or other marketing tasks
Requirements

Must-Have Skills & Experience

  • Proven experience in sales admin or appointment setting roles
  • Strong written communication and professional email etiquette
  • Familiarity with Zoho CRM (strongly preferred)
  • Experience using SpeakerFlow or similar CRM tools
  • High attention to detail, especially in CRM management and data entry
  • Proactive, solution-oriented mindset — takes ownership of tasks
  • Organized and capable of juggling multiple tasks and timelines

Preferred Experience

  • Background supporting speakers, coaches, or consultants
  • Canva proficiency for contract/document formatting
  • Understanding of U.S. business communication norms
  • Previous experience with travel coordination and logistics
  • Results-driven approach to appointment setting and outreach
Benefits

Employee 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.

Supplemental Pay Types

  • 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

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