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Business Development Assistant
Visa FranchiseBusiness Development Assistant using AI tools to enhance efficiency for international investors and entrepreneurs. Collaborating with Senior Sales Manager in a remote-first, dynamic team environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in using AI tools to enhance client communication, streamline workflows, and analyze client interactions. Capable of managing client relationships effectively while ensuring timely follow-ups and personalized engagement.
Highest-signal resume keywords
AI Tools ProficiencyClient Relations ExperienceFluency in English and SpanishCRM Systems FamiliarityStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AI-Driven CommunicationData AnalysisClient Follow-Up AutomationPre-CV ReviewMeeting Note PreparationAction Plan DevelopmentResource RecommendationScheduling OptimizationOffice 365 ProficiencyConsultative Selling
Soft Skills
Exceptional Written CommunicationExceptional Verbal CommunicationMultitasking Ability
Tools & Technologies
ChatGPTClaudeHubSpot AICalendly AICRM Systems
Industry Keywords
Sales SupportClient EngagementAdministrative RoleClient InsightsTrend Analysis
About the role
Key responsibilities & impact- Use AI tools to streamline communication, generate insights, and engage leads effectively.
- Proactively reach out to clients via text and email, confirming booking interest and providing necessary information.
- Conduct pre-CV reviews using AI to identify gaps or opportunities and request additional questionnaires or forms.
- Ensure personalized and timely client follow-up through automated, AI-driven reminders and workflows.
- Leverage AI platforms to generate personalized video messages, summarizing client backgrounds and setting expectations.
- Build a profile of the consultant they will be meeting with, including relevant expertise and background.
- Use AI-driven data to recommend tailored resources (e.g., relevant videos, articles) for clients to review pre-meeting.
- Prepare and organize meeting notes, summarizing the client's goals using AI tools for quick information extraction.
- After meetings, use AI to assist in crafting action plans and personalized follow-ups.
- Use AI to request feedback, analyze responses, and act on client concerns.
- Automate regular weekly follow-ups with AI-powered communication tools to address concerns and maintain engagement.
- Use AI insights to spot trends or concerns in client interactions and adjust follow-up strategies.
- Ensure CRM systems are updated using AI to capture and analyze client interactions.
- Assist with scheduling consultations using AI-powered scheduling tools to optimize time management.
- Compile and present AI-generated client data and insights for internal reviews and strategy planning.
Requirements
What you’ll need- Bachelor's degree (completed or in the final stages).
- Fluent in English and Spanish.
- Ability to work Monday to Friday within U.S. Eastern Time (ET) hours (approximately 9 AM to 5:30 PM ET).
- Proficient in the Office 365 suite of products.
- Proficient in using AI tools to enhance client communications and workflows (e.g., ChatGPT, Claude, HubSpot AI, Calendly AI integrations).
- Previous experience in a sales support, client relations, or administrative role.
- Strong organizational and multitasking skills.
- Exceptional written and verbal communication skills, with a consultative selling mindset.
- Familiarity with CRM systems (HubSpot, Salesforce, or similar).
Benefits
Comp & perks- Very competitive salary package in US dollars.
- Quarterly bonus (based on targets' achievement) and annual profit-sharing.
- 15 days of Paid Time Off (PTO) per year.
- Holidays between Christmas and New Year.
- Health Benefits: health insurance and gym pass.
- Work From Home (WFH) allowance setup ($500) to start, then up to $500 a year to be used towards WFH equipment and services.
- Additional offerings: a dynamic work environment, a high level of autonomy, the ability to continue developing your career and skills, and clear expectations for success.