Executive Virtual Assistant, CRM & Sales Operations Support
20four7VA
contract
Posted on:
Location Type: Remote
Location: Anywhere in the World
Visit company websiteExplore more
About the role
- Manage and update contact records within HubSpot CRM
- Clean and validate CRM database entries to ensure data accuracy
- Review leads and verify information through company websites and online sources
- Categorize leads based on predefined qualification tiers
- Maintain organized lead lists and sales tracking information
- Convert meeting notes, voice notes, and rough sales notes into clean CRM updates and polished follow-up communications
- Assist with sending follow-up emails to prospects and clients
- Convert sales notes into professional follow-up communications
- Support the executive with administrative tasks related to client onboarding and documentation
- Respond to routine client emails when appropriate
- Research car dealerships and identify qualified prospects
- Evaluate businesses based on company size, inventory, and operational scale
- Create prioritized prospect lists for the sales executive
- Identify high-value targets based on defined business criteria
- Assist with planning daily sales routes using Badger Maps
- Build optimized visit routes for the executive to maximize field efficiency
- Prepare prospect visit lists for scheduled travel days
- Suggest improvements for CRM organization and workflow efficiency
- Identify opportunities for better tracking, categorization, or automation within the CRM
Requirements
- Previous experience as a Virtual Assistant, Executive Assistant, or Administrative Assistant
- Experience working with CRM systems (HubSpot preferred)
- Strong research and data validation skills
- Excellent written English communication skills
- Highly organized with strong attention to detail
- Ability to work independently and manage tasks with minimal supervision
- Comfortable using AI tools such as ChatGPT for drafting communications
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM managementdata validationlead categorizationsales trackingcommunication draftingprospect researchroute planningworkflow optimizationdata accuracyclient onboarding
Soft Skills
organizational skillsattention to detailindependencecommunication skillstime managementproblem-solvingadaptabilitycollaborationcustomer servicecritical thinking