Sales, CRM Virtual Assistant

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

📋 Description

• Initiate cold calling efforts to identify and engage potential buyers and sellers.

• Perform direct outreach to generate qualified leads and opportunities for business development.

• Identify key decision-makers and maintain a proactive pipeline of prospective clients.

• Manage initial discovery conversations and funnel qualified prospects to the advisory team.

• Design and implement structured email outreach sequences.

• Oversee follow-up workflows and track response rates.

• Enhance email messaging to maximize conversion rates and support long-term client relationships.

• Set up, launch, and monitor ad-hoc marketing campaigns across specified channels.

• Coordinate campaign assets and ensure messaging aligns with brokerage objectives.

• Monitor campaign performance, engagement metrics, and lead acquisition statistics.

• Modify campaign parameters to enhance reach and effectiveness.

• Provide administrative and marketing support to the broader operational team.

• Keep accurate records of client interactions, campaign data, and lead statuses.

• Address ad-hoc operational tasks and documentation to support transaction workflows.

• Organize daily tasks to facilitate seamless cross-functional collaboration.

• Utilize HubSpot to track contacts, pipeline stages, campaign activities, and outreach logs.

• Manage communications and scheduling using Microsoft Outlook and Microsoft Teams.

• Prepare, organize, and format documents and reports with Microsoft Office.

• Coordinate workflows across integrated outreach platforms and marketing tools.

• Provide weekly updates on activity, campaigns, pipeline, and operational support.

• Deliver monthly reports on performance, ROI, CRM hygiene, optimization, and milestones.

⛳️ Requirements

• Proven track record in executing structured email outreach initiatives and managing marketing campaigns.

• Demonstrated experience in sales prospecting, cold calling, and lead qualification.

• Strong ability to provide versatile administrative and marketing support on a flexible, as-needed basis.

• Excellent organizational skills with meticulous attention to detail in data entry and documentation.

• Exceptional written and verbal English communication skills for client-facing interactions.

• High level of self-motivation and capability to work independently in a remote environment.

• Proficient in HubSpot for CRM and pipeline tracking.

• Proficient in Microsoft Outlook.

• Proficient in Microsoft Teams.

• Proficient in Microsoft Office (Word, Excel, PowerPoint).

• Proficient in specialized email outreach and marketing platforms.

🏝️ Benefits

• Flexible schedule that accommodates commercial priorities, operational demands, and business growth.

• Remote work arrangement.

• Engagement as an independent contractor.

• Approximately 4 hours per day, up to 20 hours per week.