About the role
- Manage post-conference leads by accurately updating prospects in the CRM, adding detailed notes, and scheduling follow-ups.
- Conduct ICP (Ideal Customer Profile) research to identify 50–100 potential leads per campaign or outreach cycle.
- Research each lead to find personalized details (press releases, interviews, recent achievements) for use in customized outreach.
- Identify trigger events (funding rounds, company expansions, new product launches) to enhance outreach timing.
- Assist in drafting or coordinating personalized outreach emails or LinkedIn messages using the client’s framework.
- Track outreach activities and maintain accurate CRM records of engagement and pipeline stages.
- Generate weekly reports summarizing leads researched, added, and contacted.
- Manage and organize the CEO’s calendar, ensuring accurate coordination of meetings, follow-ups, and event debriefs.
- Monitor and prioritize the CEO’s email inbox, drafting replies and flagging urgent items.
- Coordinate travel and conference logistics when required.
- Transcribe and summarize meeting or call notes for easy review.
- Maintain internal organization through Slack and ClickUp task management.
- Provide concise daily task summaries and progress updates to the CEO.
- Maintain and organize client and lead data within CRM systems.
- Assist with task management and process documentation inside ClickUp.
- Perform data cleanup, tagging, and automation trigger setup as directed by the CEO.
- Support creation of client-facing materials, including PowerPoint decks or presentations when needed.
Requirements
- Minimum 3+ years as an Executive Assistant, Sales Development Representative (SDR), or Marketing Operations VA.
- Proven experience in marketing, business development, or creative agency operations preferred.
- Strong familiarity with AI-powered workspaces (Slack automations, ClickUp workflows, Gmail integrations).
- Hands-on experience with CRM systems (HubSpot, Salesforce, Pipedrive, or equivalent).
- Exceptional ability to synthesize data, uncover company insights, and identify high-value prospects.
- Excellent written and verbal English; must demonstrate professional, concise, and client-facing communication.
- Detail-oriented, organized, and self-directed.
- Comfortable working in a fast-paced, AI-driven environment.
- Bilingual fluency (English + Portuguese) is a plus.
- Compensation is processed through 20four7VA according to the terms of the engagement.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM managementdata synthesislead researchemail outreachtask managementdata cleanupautomation setuppresentation creationcalendar managementreport generation
Soft skills
detail-orientedorganizedself-directedexcellent communicationclient-facingability to prioritizeadaptabilitytime managementcollaborationproblem-solving