Sales Development, Operations VA

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

📋 Description

• Compose and dispatch timely follow-up emails to potential clients and existing customers.

• Emulate the Sales Lead’s style of communication, including tone and positioning.

• Monitor discussions, commitments, action items, stalled opportunities, and future steps.

• Organize follow-ups through email, HubSpot, and internal communication platforms.

• Maintain deal stages, contact details, tasks, notes, owners, upcoming actions, and follow-up dates in HubSpot.

• Assist in pipeline reporting and sales forecasting activities.

• Coordinate prospect audits, pitch details, materials, inputs, deadlines, calls, agendas, and supporting documents.

• Record decisions made and assign follow-up tasks post-calls.

• Prepare PandaDoc agreements utilizing approved templates and commercial terms.

• Manage contract revisions, version control, reviews, signatures, and finalization.

• Elevate significant redlines or commercial adjustments.

• Facilitate onboarding handoffs for closed-won deals and prepare internal summaries.

• Arrange onboarding meetings and ensure delivery teams obtain necessary information and resources.

• Assist in recurring sales and revenue reporting tasks.

• Review dashboards and source systems to identify missing, duplicated, inconsistent, or erroneous information.

• Coordinate corrections and highlight risks before they escalate into issues.

⛳️ Requirements

• Availability to work during Pacific and Eastern hours (mandatory).

• Prior experience in supporting sales, business development, client success, or revenue operations teams.

• Capability to work autonomously and take initiative without needing detailed guidance.

• Exceptional written and verbal communication skills in English.

• Strong business writing abilities with the capacity to adapt to an executive's tone.

• Familiarity with HubSpot or a similar CRM system.

• Experience in coordinating multi-step sales processes involving multiple stakeholders.

• High attention to detail, strong follow-through, and effective deadline management.

• Comfort in a fast-paced agency or performance-oriented environment.

• Ability to manage sensitive commercial and client information with discretion.

• Openness to challenge unclear information, recognize risks, and ask insightful questions.

• Comfort in utilizing AI tools within daily workflow while exercising sound human judgment.

• Preferred experience with platforms such as ChatGPT, Claude, HubSpot, PandaDoc, Google Workspace, Slack, and meeting transcription tools.

🏝️ Benefits

• Competitive salary aligned with experience and industry standards.

• Opportunities for global collaboration with experts across various regions and time zones.

• Career advancement and development opportunities.

• Fully funded month-long sabbatical after five years of service.

• Travel reimbursement available after the five-year milestone.

• A positive-energy culture rooted in respect, inclusion, and accountability.

• A meaningful opportunity to assist progressive brands in their growth.

• Emphasis on a remote-first work culture.