This is a remote position.
Schedule: Monday Friday 9:00 AM to 6:00 PM Eastern Time
Total Weekly Hours: 40 hours
A keynote speaker and corporate trainer is seeking a highly organized proactive and detail-oriented Virtual Assistant to manage daily operations and sales support. You will play a key role in client engagement onboarding scheduling and lead nurturing. The ideal candidate is a critical thinker who anticipates needs maintains professionalism and ensures seamless client experiences from first contact to final invoice.
Responsibilities
Client Engagement & Operations
Send proposals after CEO meetings and follow up with prospects
Manage client onboarding checklist to ensure all steps are completed
Schedule client appointments and follow-ups
Send invoices agreements and track payments
Send event collateral and required materials
Manage email correspondence and customer inquiries
Update CRM (HubSpot) with client data notes and next steps
Lead Research & Outreach
Research key prospects and companies for lead generation efforts
Engage with prospects on social media channels (using CEO account)
Create and maintain a prospect tracking spreadsheet for outbound campaigns (email LinkedIn etc.)
Lead Nurturing
Event Support
Order and ship books or materials to event locations
Create presentation decks workbooks and digital assets (Canva Visme etc.)
Generate QR codes for event landing pages
Requirements
Proven experience as a Virtual Assistant Executive Assistant or in a similar operations/sales support role
Strong experience with CRM platforms (HubSpot preferred)
Proficiency in Canva Visme or similar tools for professional presentation design
Experience with email marketing platforms (for newsletters automations etc.)
Experience managing social media accounts on behalf of executives or brands
Excellent written and verbal communication skills
High attention to detail and strong organizational skills (multi-tasking checklist management)
Strong follow-up skills for proposals invoices and appointments
Online research proficiency and spreadsheet management (Google Sheets Excel)
Ability to work independently think critically and anticipate needs without micromanagement
Independent Contractor Perks
ZR29348JOB
Required Skills:
Proven experience as a Virtual Assistant Executive Assistant or in a similar operations/sales support role Strong experience with CRM platforms (HubSpot preferred) Proficiency in Canva Visme or similar tools for professional presentation design Experience with email marketing platforms (for newsletters automations etc.) Experience managing social media accounts on behalf of executives or brands Excellent written and verbal communication skills High attention to detail and strong organizational skills (multi-tasking checklist management) Strong follow-up skills for proposals invoices and appointments Online research proficiency and spreadsheet management (Google Sheets Excel) Ability to work independently think critically and anticipate needs without micromanagement
Required Education:
N/A
This is a remote position. Schedule: Monday Friday 9:00 AM to 6:00 PM Eastern Time Total Weekly Hours: 40 hours A keynote speaker and corporate trainer is seeking a highly organized proactive and detail-oriented Virtual Assistant to manage daily operations and sales support. You will p...
This is a remote position.
Schedule: Monday Friday 9:00 AM to 6:00 PM Eastern Time
Total Weekly Hours: 40 hours
A keynote speaker and corporate trainer is seeking a highly organized proactive and detail-oriented Virtual Assistant to manage daily operations and sales support. You will play a key role in client engagement onboarding scheduling and lead nurturing. The ideal candidate is a critical thinker who anticipates needs maintains professionalism and ensures seamless client experiences from first contact to final invoice.
Responsibilities
Client Engagement & Operations
Send proposals after CEO meetings and follow up with prospects
Manage client onboarding checklist to ensure all steps are completed
Schedule client appointments and follow-ups
Send invoices agreements and track payments
Send event collateral and required materials
Manage email correspondence and customer inquiries
Update CRM (HubSpot) with client data notes and next steps
Lead Research & Outreach
Research key prospects and companies for lead generation efforts
Engage with prospects on social media channels (using CEO account)
Create and maintain a prospect tracking spreadsheet for outbound campaigns (email LinkedIn etc.)
Lead Nurturing
Event Support
Order and ship books or materials to event locations
Create presentation decks workbooks and digital assets (Canva Visme etc.)
Generate QR codes for event landing pages
Requirements
Proven experience as a Virtual Assistant Executive Assistant or in a similar operations/sales support role
Strong experience with CRM platforms (HubSpot preferred)
Proficiency in Canva Visme or similar tools for professional presentation design
Experience with email marketing platforms (for newsletters automations etc.)
Experience managing social media accounts on behalf of executives or brands
Excellent written and verbal communication skills
High attention to detail and strong organizational skills (multi-tasking checklist management)
Strong follow-up skills for proposals invoices and appointments
Online research proficiency and spreadsheet management (Google Sheets Excel)
Ability to work independently think critically and anticipate needs without micromanagement
Independent Contractor Perks
ZR29348JOB
Required Skills:
Proven experience as a Virtual Assistant Executive Assistant or in a similar operations/sales support role Strong experience with CRM platforms (HubSpot preferred) Proficiency in Canva Visme or similar tools for professional presentation design Experience with email marketing platforms (for newsletters automations etc.) Experience managing social media accounts on behalf of executives or brands Excellent written and verbal communication skills High attention to detail and strong organizational skills (multi-tasking checklist management) Strong follow-up skills for proposals invoices and appointments Online research proficiency and spreadsheet management (Google Sheets Excel) Ability to work independently think critically and anticipate needs without micromanagement
Required Education:
N/A
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