[Hiring] Sales Operations Virtual Assistant @20four7VA

Role Description

We are looking for organized and proactive Virtual Assistants to support sales operations in a high-volume environment. This role focuses on managing incoming sales contracts, identifying issues, and ensuring each project progresses smoothly through the pipeline. The ideal candidate is comfortable working in fast-paced workflows, has experience with CRM systems (preferably Salesforce), and can efficiently manage multiple tasks with accuracy.

Scope of Services

• Inbox & Contract Monitoring
  • Monitor incoming sales inbox for new contracts and submissions
  • Review contracts to identify issues or reasons for delays
  • Flag errors, missing information, or inconsistencies
• Project Setup & Documentation
  • Create sales workbooks for each new project (contracts, financing documents)
  • Organize and maintain accurate records for all incoming sales
  • Ensure all documentation is complete and properly structured
• CRM & Work Order Management
  • Create and update work orders within Salesforce CRM
  • Accurately input and track project details
  • Maintain clean and organized CRM records
• Sales Support & Process Improvement
  • Assist in resolving contracts on hold by identifying root issues
  • Support additional tasks such as pricing and financing validation (as role progresses)
  • Contribute to improving workflow efficiency and processing speed

Qualifications

• 1–3+ years experience in administrative support, sales operations, or CRM management
• Experience with Salesforce or similar CRM systems strongly preferred
• Strong attention to detail and organizational skills
• Ability to handle high-volume, fast-paced workflows
• Experience reviewing contracts or sales documents is a plus
• Quality assurance or process-checking background preferred
• Basic Excel or spreadsheet skills

Requirements

• Salesforce CRM (strongly preferred)
• Microsoft Excel / Google Sheets
• Email management systems (Gmail/Outlook)

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: 8:00am to 5:00 PM PST

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

What we offer

• 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!