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Our client is seeking a highly organized and proactive Virtual Sales Assistant to support a growing sales and client engagement team. This individual will serve as a key partner to leadership, helping manage client communications, coordinate appointments, prepare proposals, and ensure smooth day-to-day operations. The ideal candidate is someone who enjoys working with people, communicates with professionalism and warmth, and takes initiative to identify opportunities to improve processes and support the team.
Job Responsibility:
Prepare and send client proposals using an internal proposal tool (training provided)
Make outbound calls to prospective companies to introduce services and schedule appointments
Support new client onboarding and assist with coordinating client meetings
Schedule appointments and maintain calendars, with a goal of securing approximately six completed meetings per week
Conduct customer service outreach, including contacting clients to update payment information, confirm details, and schedule renewal or strategy conversations
Assist in creating and maintaining documents that outline vendor partnerships, advertising opportunities, and service offerings
Maintain organized records using Google Sheets and Google Docs to track agreements, offerings, and client information
Monitor communication channels and respond to inquiries in a timely and professional manner
Provide administrative and operational support to leadership and the sales team
Proactively identify additional tasks and opportunities to streamline processes and improve efficiency
Requirements:
Previous experience in administrative support, sales support, virtual assistance, or customer service
Strong communication skills with a professional and friendly phone presence
Experience making outbound calls and scheduling appointments
Excellent organization and attention to detail
Ability to manage multiple priorities and work independently in a remote environment
Proficiency with Google Workspace (Docs, Sheets, Calendar)
Comfortable learning new tools and systems
Strong customer service mindset with a positive, engaging communication style
Nice to have:
Experience supporting sales teams or client relationship management
Background in marketing, advertising, or account coordination
Experience with CRM systems or proposal management tools
What we offer:
medical, vision, dental, and life and disability insurance