Virtual Assistant Sales & Account Management Support Specialist
Virtual Assistant Sales & Account Management Support Specialist
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
Lead client onboarding to ensure smooth transitions from sales to implementation.
Join client strategy meetings to capture objectives and translate them into actionable plans.
Manage day-to-day client requests ensuring clear task assignments and timely updates.
Take ownership of client retention metrics and support account growth opportunities.
Handle daily client communication while escalating strategic issues as needed.
Data Analysis & Reporting
Gather and analyze data from HubSpot Google Analytics Microsoft Clarity and Meta Ads.
Build and maintain client-facing reports that simplify complex data into clear stories.
Ensure dashboards are accurate real-time and presentation-ready.
Translate raw data into actionable insights for both clients and internal teams.
Apply advanced Excel/Google Sheets skills (pivot tables VLOOKUP data visualization) to identify meaningful trends.
Project Coordination & Workflow Management
You will be the teams Wrike expert. Create and manage Wrike tickets from client requests and sales communications.
Customize Wrike blueprints for new project launches to ensure a standardized and efficient process.
Participate in daily production calls and weekly status updates.
Monitor project timelines flag potential delays and maintain organized documentation.
Sales Support & Meeting Preparation
Prepare background research and pre-call materials for sales and client meetings.
Organize notes and relevant information to set meetings up for success.
Manage post-call follow-ups ensuring tasks are tracked through completion.
Support contract workflows through DocuSign and maintain organized records.
Schedule and confirm meetings across multiple stakeholders.
Requirements
- Experience: 3 years in sales support account management or client services.
- Technical Expertise:
- Mandatory: Proficient with Wrike including blueprint customization ticket management and workflow creation.
- HubSpot CRM expertise (pipeline management deal tracking reporting).
- Advanced Excel/Google Sheets (pivot tables VLOOKUP data visualization).
- Familiarity with Google Analytics Microsoft Clarity and Meta Ads Manager.
- Comfortable with DocuSign and digital contract workflows.
- Communication & Client Skills:
- Strong communicator able to translate data into clear client insights.
- Demonstrated ability to maintain accounts and identify growth opportunities.
- Professional Attributes:
- Proactive problem-solver who anticipates clients and team needs.
- Highly organized detail-obsessed and strong on follow-through.
- Client-first mindset with a focus on delivering exceptional experiences.
- Comfortable working in a fast-paced evolving environment.
- Team player with excellent communication skills.
- Self-directed able to manage priorities with minimal supervision.
Benefits
Employee Benefits
Health and Wellness: Comprehensive HMO coverage for you and your dependents.
Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
Government Benefits: Full support for required government benefits.
Supplemental Pay Types
13th Month Salary: A festive bonus to celebrate the years hard work.
Overtime Pay: Compensation for your extra effort and time.
Night Differential: Additional pay for working late hours or shifts.
Incentives: Performance-based incentives to reward your contributions and achievements.
Required Skills:
Qualifications & Skills Experience: 3 years in sales support account management or client services. Technical Expertise: Mandatory: Proficient with Wrike including blueprint customization ticket management and workflow creation. HubSpot CRM expertise (pipeline management deal tracking reporting). Advanced Excel/Google Sheets (pivot tables VLOOKUP data visualization). Familiarity with Google Analytics Microsoft Clarity and Meta Ads Manager. Comfortable with DocuSign and digital contract workflows. Communication & Client Skills: Strong communicator able to translate data into clear client insights. Demonstrated ability to maintain accounts and identify growth opportunities. Professional Attributes: Proactive problem-solver who anticipates clients and team needs. Highly organized detail-obsessed and strong on follow-through. Client-first mindset with a focus on delivering exceptional experiences. Comfortable working in a fast-paced evolving environment. Team player with excellent communication skills. Self-directed able to manage priorities with minimal supervision.
Employment Type
Full Time
