Expert VA

Operations

• Conduct training sessions for newly hired staff on company processes, client requirements, and tools.
• Develop and maintain training materials, SOPs, and knowledge resources.
• Monitor trainee progress and provide constructive feedback.
• Provide cross-functional backup support during absences to maintain operational continuity.
• Quickly adapt to different responsibilities while maintaining high-quality standards.
• Identify process gaps and suggest improvements for smoother handovers.
• Learn and master all internal tools and platforms, including Salesforce, GoHighLevel, Zoom, and Google Workspace.
• Serve as a go-to resource for troubleshooting and guidance on tool usage.
• Document best practices and create guides for efficient tool use.
• Stay updated with emerging digital tools, platforms, and methodologies relevant to operations.
• Assist in streamlining workflows, optimizing schedules, and improving task delegation.
• Monitor and report on team performance, training effectiveness, and task completion.

Operations Associate

Sales

• Owning the full sales cycle end-to-end
• Representing multiple high-value offerings
• Influencing pricing, positioning, and deal structure
• Building long-term commercial relationships, not transactional wins
• Building and managing your own B2B pipeline through outbound outreach, referrals, and strategic follow-ups
• Engaging directly with decision-makers across real estate, SaaS, and professional services
• Running effective discovery calls and demos focused on business outcomes
• Leading pricing, negotiation, and close conversations
• Identifying and executing upsell, renewal, and cross-sell opportunities across brands
• Representing the CEO in sales conversations and negotiations
• Owning key accounts through close and early lifecycle stability
• Surfacing new revenue opportunities and market insights proactively
• Maintaining a clean, accurate CRM (GoHighLevel preferred)
• Reporting weekly on pipeline value, close rate, deal velocity, and revenue performance

Operations Associate

B2B Sales Manager – Revenue Owner Role