Respond to inbound sales inquiries through email, phone, chat, or social media channels
●
Conduct outbound prospecting and lead generation to identify potential clients and
business opportunities
●
Qualify leads and schedule appointments or demos for the sales team
●
Build and maintain strong relationships with existing and prospective clients
●
Manage and update CRM systems with accurate customer and sales information
●
Prepare quotations, proposals, contracts, and sales presentations
●
Follow up on leads, proposals, and pending client requirements to drive conversions
●
Coordinate with marketing and operations teams to ensure smooth client onboarding
and service delivery
●
Monitor sales pipelines, track progress, and provide regular sales reports
●
Support account management activities and maintain customer satisfaction
●
Assist in achieving monthly and quarterly sales targets and KPIs
●
Conduct market research and competitor analysis to identify trends and opportunities
●
Handle customer concerns or inquiries professionally and escalate issues when
necessary
●
Maintain organized records of communications, transactions, and client interactions
●
Participate in sales meetings, training sessions, and strategy discussions
●
Maintain regular follow-ups with warm leads and inactive clients to maximize sales
opportunities
●
Coordinate with external clients to gather requirements and provide product or service
information
●
Identify upselling and cross-selling opportunities within existing accounts
●
Prepare and submit accurate sales forecasts and pipeline updates to management
●
Support onboarding of new clients by ensuring smooth handoff and documentation
completion
●
Track customer feedback and communicate insights to improve products, services, and
sales processes
●
Assist in developing sales scripts, templates, and outreach strategies
●
Attend virtual networking events, webinars, or industry meetings to generate new
business opportunities
●
Ensure all sales activities comply with company policies and procedures
●
Collaborate with the recruitment or operations team to align client expectations and
delivery timelines
Requirements
●
At least 2 years of experience in sales, inside sales, customer service, or business
development
●
Strong verbal and written communication skills in English
●
Excellent negotiation, persuasion, and relationship-building skills
●
Proficient in Google Workspace or Microsoft Office Suite
●
Familiarity with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive
●
Ability to manage multiple leads and prioritize tasks effectively
●
Strong organizational and time management skills
●
Goal-oriented mindset with the ability to work independently and as part of a team
●
Experience with sales reporting, lead tracking, and pipeline management is an
advantage
●
Comfortable working in a fast-paced and target-driven environment
Benefits
●
Flexible work-from-home opportunity.
●
Opportunity to contribute to a growing business by enhancing efficiency and client
experience.
●
Supportive and collaborative work environment.
Job Details:
Job Type: Full-time
Benefits:
●
Paid training
●
Work from home
Schedule:
●
40 hours per week
●
Monday to Friday
●
Night shift / Flexible shift
Skills Required
- At least 2 years of experience in sales, inside sales, customer service, or business development
- Strong verbal and written communication skills in English
- Excellent negotiation, persuasion, and relationship-building skills
- Proficient in Google Workspace or Microsoft Office Suite
- Familiarity with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive
- Ability to manage multiple leads and prioritize tasks effectively
- Strong organizational and time management skills
- Goal-oriented mindset with the ability to work independently and as part of a team
- Experience with sales reporting, lead tracking, and pipeline management
- Comfortable working in a fast-paced and target-driven environment
What We Do
At Virtual Assist, we help business owners, financial advisors, and enterprises scale efficiently by providing highly skilled, cost-effective virtual assistants from the Philippines starting as low as $5 per hour. Our mission is simple: save you time and money by matching you with top-tier remote talent, allowing you to focus on high-value, revenue-generating activities. Why Choose Virtual Assist? ✅ Affordable & Scalable – Cut overhead costs without sacrificing quality. ✅ Pre-Vetted Talent – Hire experienced VAs skilled in admin tasks, CRM management, marketing, customer support, and more. ✅ Seamless Integration – Our VAs work within your existing systems, from HubSpot and Salesforce to QuickBooks and beyond. ✅ AI + Automation Ready – We help businesses implement AI alongside virtual assistants for maximum efficiency and growth. Who We Serve We specialize in helping: 📌 Financial Advisors & Investment Firms – Free up time for client relationships and compliance. 📌 Small to Mid-Sized Businesses – Scale operations without increasing overhead. 📌 Enterprise-Level Companies – Custom workforce solutions for cost-effective outsourcing. 💡 Looking to streamline your operations and boost productivity? Let’s talk! Connect with us today. https://calendly.com/logan-virtual-assist/30min







