Sales and CRM Assistant
Sales and CRM Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Position : Sales and CRM Assistant
Work Hours : Monday to Friday - 8:00 am to 5:00 pm
Timezone : Eastern Time
Salary Range : $1100 per month (depending on experience)
Holidays : Mix of both (US and candidates home country)
Source Location : Global
COMPANY/CLIENT OVERVIEW
The company is a consulting firm that specializes in helping creators and community leaders transform their audiences into sustainable ethically monetized ecosystems. They focus on identifying overlooked educational needs within communities and building systems that address these gaps fostering meaningful engagement trust and growth
ABOUT THE ROLE
We are looking for a Sales Assistant to support our growing operations across multiple companies. This person will be instrumental in lead generation customer communication CRM management automation and workflow organization. Were looking for someone proactive detail-oriented and tech-savvy who thrives in a dynamic environment and enjoys systems and structure.
DUTIES AND RESPONSIBILITIES:
CRM & Database Management
- Manage and organize CRM data across multiple brands
- Create tag and segment contact lists
- Keep the database clean updated and easy to navigate
- Take pride in database upkeep and enjoy the process
- Document all workflows clearly and consistently
Lead Generation & Outreach
- Research and discover new leads and contact information
- Conduct thorough high-quality research (not surface-level)
- Reach out to leads with appropriate messaging for each brand
- Stay on top of lead statuses and follow up so they dont go cold
- Provide daily updates on all leads and pipeline movement
Customer Engagement & Support
- Send automated and personalized follow-ups including confirmation emails with purchase details and next steps
- Follow up with leads who didnt buy
- Handle support tickets and customer questions
- Act as the first point of contact for customer service
Email & Automation Management
- Build and manage outgoing email campaigns
- Set up automation flows if/then logic surveys and forms
- Use tools like HubSpot Mailchimp and Clickfunnels (training provided)
- Collaborate on setting up systems to catch and convert more leads
Cross-Company Awareness
- Understand and quickly switch mindsets between different brands or business units
- Align communication and goals appropriately for each company
Daily Reporting
- Submit detailed daily reports on activities progress and customer interactions
- Keep leadership fully informed of lead statuses and customer insights
QUALIFICATIONS
Required Skills
- High proficiency in Google Workspace especially Google Sheets
- Strong understanding or willingness to learn CRM and automation tools (HubSpot Mailchimp Clickfunnels etc.)
- Excellent organization and documentation habits
- Strong communication skillsclear concise and responsive
- Ability to manage multiple tasks and adapt to shifting priorities
Ideal Candidate Traits
- Detail-oriented and systems-minded
- Fast learner with a figure-it-out attitude
- Enjoys structure repeatable processes and optimization
- Comfortable with evolving workflows and frequent change
- Likes their work and takes ownership without needing supervision
- Punctual and accountable
- Willing to engage in continuous learning (we provide training)
Employment Type
Full-Time
