Task Buddie Virtual Assistance Services

Account Executive

• Reach out to prospects via phone, email, and LinkedIn to spark interest in our services.
• Engage with decision-makers to understand their needs and align solutions.
• Qualify leads and schedule meetings or demos for senior leadership.
• Follow up with prospects to nurture interest and maintain momentum.
• Track all outreach and activity in CRM tools with accuracy.

Inside Sales Executive

Customer Success Manager

• Serve as the primary point of contact for assigned client accounts
• Guide new clients through onboarding and early-stage success milestones
• Build strong relationships by understanding client goals, needs, and challenges
• Identify opportunities for account expansion, upgrades, and additional services
• Conduct regular check-ins and follow-ups to maintain engagement and satisfaction
• Track client activity, conversations, and growth opportunities in CRM systems

Client Success Specialist

Lead Generation

• Research and identify prospective clients who can benefit from Task Buddie’s services
• Execute outbound outreach through phone calls, email, and LinkedIn to generate interest
• Engage and qualify leads before passing opportunities to the sales team
• Schedule discovery calls or introductory meetings for sales representatives
• Maintain accurate and up-to-date records in the CRM system
• Track outreach activity and performance metrics
• Collaborate with leadership to refine lead generation strategies and messaging

Lead Generation Specialist

Growth Marketing

• Research and identify potential clients who could benefit from Task Buddie’s solutions.
• Engage prospects through phone, email, and LinkedIn to spark interest and build relationships.
• Qualify leads and schedule discovery calls or product demonstrations for the sales team.
• Track all outreach and engagement activities accurately within the CRM.
• Work closely with leadership to improve outreach strategies, messaging, and conversion approaches.

Growth Development Executive

Onboarding Specialist

• Guide new and interested clients through Task Buddie’s onboarding process.
• Conduct onboarding calls to understand client needs, goals, and service fit.
• Explain service offerings, workflows, and next steps clearly and confidently.
• Support the transition from sales conversations to active client relationships.
• Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
• Maintain accurate records and notes in the CRM system.
• Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

Client Onboarding Specialist

• Reach out to prospects via phone, email, and LinkedIn to spark interest in Task Buddie’s services
• Engage with decision-makers to understand their needs and align solutions
• Qualify leads and schedule meetings or demos for senior leadership
• Follow up with prospects to nurture interest and maintain momentum
• Track all outreach and activity in CRM tools with accuracy

Inside Sales Consultant

• Research and identify potential clients who can benefit from Task Buddie’s solutions.
• Conduct targeted outbound outreach via phone, email, and LinkedIn to generate qualified opportunities.
• Engage prospects through discovery conversations and schedule demos for leadership or senior sales partners.
• Maintain accurate activity records and pipeline updates within the CRM.
• Collaborate with leadership to refine outreach strategies, messaging, and sales processes.

Account Sales Executive

Sales

• Research and identify potential prospects who can benefit from our services.
• Drive outreach via phone, email, and LinkedIn to spark interest and build relationships.
• Qualify leads and schedule discovery calls or product demos.
• Keep detailed and accurate records of activities in the CRM system.
• Collaborate with leadership to refine outreach strategies and messaging.

Engagement Sales Specialist

Client Growth Manager

• Reach out to prospects via phone, email, and LinkedIn to spark interest in Task Buddie’s services.
• Engage with decision-makers to understand their needs and align solutions.
• Qualify leads and schedule meetings or demos for senior leadership.
• Follow up with prospects to nurture interest and maintain momentum.
• Track all outreach and activity in CRM tools with accuracy.