Sales Support VA
1 week ago
About the Role:
We're looking for a highly organized and proactive Sales Support Virtual Assistant to provide dedicated inside-sales support for our Engineering Services team. You'll play a key role in keeping the sales pipeline active by handling outreach, client follow-ups, scheduling, proposal preparation, and CRM management — allowing the Sales Lead to focus on high-value client interactions.
Key Responsibilities:
Pipeline & Outreach
- Research and build prospect lists; maintain accurate contact information.
- Execute email and LinkedIn outreach sequences, logging responses in the CRM.
- Qualify inbound or warm leads using provided discovery scripts.
Scheduling & Coordination
- Book and confirm meetings, manage reschedules, and send calendar invites.
- Prepare concise call briefs summarizing company details, touchpoints, and next steps.
Call Support & Documentation
- Attend select client calls for structured note-taking (live or via recordings).
- Produce clear, actionable summaries and trackers using internal templates.
Proposals & Sales Collateral
- Draft and format proposals or Statements of Work (SOWs) using templates.
- Prepare follow-up decks, one-pagers, and recap emails post-meeting.
CRM & Reporting
- Maintain clean CRM data on opportunities, activities, and contacts.
- Generate weekly pipeline, activity, and follow-up reports.
- Track SLAs to ensure timely communication and response management.
Inbox & Admin Support
- Manage and organize the sales inbox; tag, route, and draft replies for review.
- Maintain digital folders for proposals, assets, and client documents.
Confidentiality & Compliance
- Adhere to company data security and confidentiality policies at all times.
- Use only approved communication and record-keeping tools.
Qualifications:
- 2+ years of experience as a Sales VA, SDR, Account Coordinator, or Executive Assistant (sales-focused).
- Excellent written and spoken English; comfortable in client-facing conversations.
- Strong organization, attention to detail, and note-taking accuracy.
- Proficient in CRM platforms (e.g., HubSpot, Pipedrive, or similar).
Nice to Have:
- Experience in engineering, AEC, or technical/professional services.
- Familiarity with Teams, Fathom, or other call recording tools.
- Intermediate Excel/Google Sheets and presentation skills.
Tools & Environment:
- Primary: Microsoft Teams, Odoo CRM
- Supporting: Google Workspace / Microsoft 365, LinkedIn Sales Navigator
- Security: Company email, password manager, VPN
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