Role Description
We are seeking a detail-oriented, proactive Virtual Sales Assistant to support the Founder’s sales operations end-to-end. This role is highly process-driven and requires someone who is organized, responsive, and comfortable managing inboxes, CRMs, proposals, contracts, and follow-ups in a fast-moving sales environment. This role begins at 50 hours per month and may expand based on business needs.
Core Responsibilities
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Monitor multiple inboxes daily, including the Founder’s email, shared sales inbox, and assigned folders.
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Draft, prepare, and organize sales-related email responses using approved templates.
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Maintain email thread continuity by replying within existing conversations whenever possible.
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Identify time-sensitive sales communications and prioritize accordingly.
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Monitor referral-related emails and prepare thank-you drafts when applicable.
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Manage scheduling-related email communication for sales activities.
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Add, update, and maintain all leads in Monday.com CRM.
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Accurately track lead sources, referral details, statuses, and follow-up timelines.
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Manage Leads, Contacts, Deals, Companies, and other CRM-related boards.
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Ensure CRM data accuracy to support reporting and analytics.
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Monitor Calendly daily to ensure sales calls are confirmed and properly scheduled.
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Verify lead intent and screen out applicants or non-sales inquiries.
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Handle missed, canceled, and rescheduled calls according to established processes.
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Update CRM statuses accordingly for completed, missed, or canceled calls.
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Call no-shows or unclear leads within designated timeframes to confirm interest.
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Ensure calendar availability aligns with the Founder’s schedule and coverage plans.
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Draft sales proposals and proposal emails using approved templates.
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Track proposal status and manage follow-up cadence in the CRM.
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Move Leads through the sales funnel based on engagement and decisions.
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Prepare and send contracts.
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Populate contracts using sales call notes and internal forms.
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Track contract status and follow up with prospective clients as needed.
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Communicate with internal stakeholders to ensure smooth handoff after signing.
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Prepare weekly sales reports and analytics using Calendly and CRM data.
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Send weekly hours recaps and sales summaries by established deadlines.
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Assist with sales-related one-off projects, outreach initiatives, follow-ups, and automation.
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Support light social media sales monitoring.
Expectations & Work Style
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Demonstrate exceptional attention to detail and follow-through.
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Proactively identify gaps, issues, or missed opportunities in the sales process.
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Follow established SOPs while maintaining flexibility in dynamic situations.
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Communicate clearly, professionally, and consistently.
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Maintain confidentiality and discretion with sensitive information.
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Take ownership of assigned responsibilities without constant oversight.
Qualifications
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Must reside in and be authorized to work in the United States.
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3+ years of experience in a sales assistant, sales operations, or executive support role.
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3+ years of experience working in a fully remote environment.
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Strong experience managing inboxes, calendars, and CRMs in fast-paced environments.
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Excellent written and verbal communication skills.
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High level of comfort with process-heavy, detail-oriented work.
Preferred Experience
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Experience supporting founders or executives in a sales-driven business.
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Familiarity with Monday.com, Calendly, DocuSign, and Google Workspace.
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Experience with proposal preparation and contract workflows.
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Comfort with making outbound calls for follow-up and verification.
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Prior experience in virtual assistant agencies or service-based businesses.
Technical Skills
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CRM management and data maintenance.
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Calendar and scheduling software.
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Google Workspace (Gmail, Docs, Sheets, Drive, Calendar).
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Time tracking and task management tools.