Lead & Inbox Management Monitor multiple inboxes (e.g., Gmail, Instantly) daily to identify new leads and client responses Filter and categorize incoming messages (e.g., qualified leads, spam, action items) Add qualified leads to the CRM or client-specific pipelines with correct tagging and status updates
Sales Pipeline Coordination Maintain and update sales pipelines in tools like Salesmate Categorize leads by stage and ensure next actions are properly scheduled Conduct research to verify lead information or update contact data when needed
Outreach Execution Execute cold calling, follow-up calls, and email outreach as part of a structured communication sequence Respond to warm leads from campaigns (email, ads, Upwork, websites) Leave voicemails, speak with gatekeepers, and send personalized follow-up messages
Client-Facing Support Prepare for discovery or proposal calls by reviewing documents, reports, or videos Handle early-stage client communications, including sending intro videos and scheduling meetings Occasionally participate in proposal discussions and provide early insights to support the sales process
Ad Hoc and Client-Specific Tasks Respond to internal requests (e.g., from account managers or sales leads) via chat or email Review client reports, update scripts, or complete one-off research tasks when needed Log time worked and tasks completed in systems like Clockify
Requirements
1–3 years of experience in a business development, sales, or account coordination role
Strong written and verbal communication skills, with professionalism in client-facing scenarios
Comfort with cold calling and navigating gatekeepers
Experience with CRMs (Salesmate preferred) and email tools (e.g., Instantly)
Highly organized and detail-oriented, with the ability to manage multiple clients and workflows
Self-starter who can follow structured processes and adapt to changing priorities