Executive VA – Business Development, Relationship Management

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Analyze proposal history and past relationship records to pinpoint inactive clients and contacts.

• Reestablish connections with former clients, architects, developers, designers, contractors, and other professional contacts via phone.

• Conduct research on target companies, websites, LinkedIn profiles, leadership teams, recent projects, and decision-makers.

• Start personalized professional discussions to create meetings, referrals, renewed relationships, and future project opportunities.

• Maintain organized outreach schedules and follow up through phone, email, and LinkedIn.

• Collect feedback from previous prospects regarding proposal outcomes, pricing, service gaps, and dissatisfaction with providers.

• Manage the business development pipeline, including relationship statuses, opportunity notes, next actions, and follow-up dates.

• Arrange business development calls, meetings, and in-person lunches.

• Coordinate calendars and ensure that conversations lead to actionable next steps.

• Compose and dispatch professional outreach emails.

• Monitor and direct client inquiries, drawings, and project requests.

• Keep leadership updated on responses, opportunities, objections, and relationship developments.

• Maintain marketing materials, project references, company documentation, LinkedIn presence, and online updates.

• Manage meetings, calls, and follow-up schedules using Microsoft Outlook.

• Organize proposal files, project documents, and communication records.

• Track proposal and client-request deadlines, missing documents, pending actions, and follow-ups.

• Coordinate project items with internal team members and clients, ensuring documents, drawings, and deliverables are received.

• Liaise with IT support regarding necessary systems.

• Provide QuickBooks bookkeeping assistance when specifically assigned.

⛳️ Requirements

• Availability to work full-time for eight hours a day, Monday through Friday, during Pacific Time business hours.

• Fluent, confident, and professional in spoken and written English.

• Proven professional experience in business development, sales support, client relationship management, account management, lead generation, or similar client-facing roles.

• Demonstrated capability to initiate outbound phone calls and engage with professional contacts.

• Experience in representing or supporting a professional or technical service to a B2B audience.

• Background in managing client relationships, prospect follow-ups, outreach campaigns, or account management tasks.

• Familiarity with using a CRM, outreach tracker, or structured follow-up system.

• Ability to identify target companies, decision-makers, and opportunities through online research and professional networking platforms.

• Skill in prioritizing activities, managing competing responsibilities, and working independently.

• Consistent and accurate documentation abilities.

• Proficient in Microsoft Outlook, Word, and Excel.

• Experience in architecture, engineering, construction, real estate development, design firms, building products, or similar professional services is highly preferred.

• Comfort in researching and communicating with professionals in architecture, engineering, construction, real estate development, design, and related fields.

• Preferred: experience with LinkedIn, ChatGPT or other AI-assisted productivity tools, outreach trackers, CRM pipelines, and structured follow-up processes.

• Comfortable maintaining or developing an Outreach Tracker.

🏝️ Benefits

• Paid Time Off.

• HMO.

• Fully Remote Work.