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 for use in customized outreach.
- Identify trigger events to enhance outreach timing.
- Assist in drafting or coordinating personalized outreach emails or LinkedIn messages.
- 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.
- Monitor and prioritize the CEO’s email inbox.
- Coordinate travel and conference logistics when required.
- Transcribe and summarize meeting or call notes.
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.
- Proficient in ClickUp, Slack, Gmail/Google Workspace, CRM platforms, LinkedIn Sales Navigator, and AI productivity tools.
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM systemsdata synthesislead researchoutreach email draftingcalendar managementmeeting transcriptionreport generationpipeline managementcustomer insightsprospect identification
Soft skills
detail-orientedorganizedself-directedprofessional communicationclient-facing communicationtime managementadaptabilitycollaborationproblem-solvingmultitasking