Job Description
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Title: CPT-11756Inbound Sales & Lead Management Virtual Assistant
Independent Contractor – CPT-11756 Inbound Sales & Lead Management Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote).
Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
The client is looking for a Senior to Advanced Inbound Sales & Lead Management VA to handle incoming inquiries, qualify prospects, schedule consultations, and manage follow-ups. The role also includes maintaining the HubSpot CRM, monitoring the sales pipeline, reviewing call recordings, and preparing follow-up emails and proposals.
The ideal candidate has inbound sales or customer service experience, excellent English communication skills, and a bubbly, approachable personality. They should be proactive, organized, detail-oriented, and comfortable managing leads and sales administration independently. HubSpot experience is strongly preferred.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
Inbound Sales & Lead Management
- Respond promptly and professionally to incoming sales inquiries and leads through designated communication channels.
- Engage with inbound prospects, understand their needs, and identify potential sales opportunities.
- Qualify inbound leads based on established criteria, including their requirements, level of interest, and readiness to purchase.
- Build rapport with prospects through friendly, engaging, and personalized communication.
- Clearly communicate the company’s products, services, and value propositions.
- Guide prospective customers through the initial stages of the sales process.
- Schedule qualified prospects for consultations, discovery calls, or meetings with the client as needed.
- Send calendar invitations, meeting links, confirmations, and reminders.
- Maintain consistent follow-ups with prospective customers to encourage engagement and move opportunities forward.
- Ensure all incoming inquiries receive appropriate attention and no potential leads are overlooked.
Sales Administration & Follow-Up
- Maintain accurate and updated contact information, lead activities, opportunities, and next steps in HubSpot.
- Monitor and organize incoming leads to ensure timely responses and proper follow-through.
- Prepare concise prospect information before scheduled calls or meetings.
- Review completed sales-call recordings and identify commitments, action items, and next steps.
- Draft personalized follow-up emails based on completed conversations.
- Prepare proposals using client-provided templates and approved information.
- Ensure promised materials and follow-ups are completed promptly.
- Track active opportunities and follow up consistently with prospects.
- Flag stalled opportunities or items requiring client involvement.
- Maintain organized sales records and pipeline information.
- Provide basic weekly reporting on inbound inquiries, lead qualification, follow-up activities, meetings scheduled, and pipeline movement.
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
Skills
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
- Inbound sales or inbound lead management experience preferred.
- Sales, customer service, or client-facing communication experience required.
- Strong spoken and written English skills required.
- Excellent organizational skills and attention to detail required.
- Experience qualifying leads and managing sales inquiries preferred.
- CRM and pipeline-management experience required.
- HubSpot experience strongly preferred.
- Experience handling email, phone, and other inbound communication channels preferred.
- Experience preparing sales follow-ups and proposals is a plus.
- Experience supporting a founder, executive, or small sales team is a plus.
Ideal Candidate Profile
- Has experience in inbound sales, sales support, lead management, or a customer-facing role.
- Demonstrates excellent spoken and written English communication skills.
- Has a bubbly, energetic, and approachable personality.
- Is naturally engaging, personable, and comfortable building rapport with prospective customers.
- Possesses excellent organizational skills and exceptional attention to detail.
- Is responsive and capable of handling multiple incoming inquiries and follow-ups efficiently.
- Can communicate the company’s value proposition clearly and professionally.
- Is proactive in following up with prospects and ensuring no opportunities are missed.
- Demonstrates strong administrative skills and maintains accurate CRM records.
- Is comfortable reviewing sales conversations, preparing follow-ups, and tracking next steps.
- Can work independently while remaining an integrated member of a small, collaborative team.
- Is adaptable, coachable, and eager to learn the client’s sales processes.
Application Software Knowledgeable / Required
- HubSpot (Strongly Preferred)
- Email Communication Platforms
- VoIP / Business Calling Systems
- Calendar / Meeting Platforms
- Sales CRM and Pipeline Management Tools
- AI Productivity Tools
Work Schedule
- Contracted Hours per Week: 40 Hours
- Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
- Daily Working Time: TBD-EST
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
- Contractors will operate under a Master Services Agreement and a Statement of Work
- This is not an offer of employment; contractors are not employees of 20four7VA or any client
- All compensation is processed through 20four7VA according to the terms of the engagement
Role Summary & Requirements
- REQUIRED SERVICE: Business Support
- REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
- Contracted Hours per Week: 40 hours/week
- Daily Working Time: TBD-EST
- Scheduled Working Days: Monday-Friday
- REPORTING TO/POC: To Be Determined
- Number of VAs: 1
- GENDER PREFERENCE: None
- LANGUAGES SPOKEN/PREFERENCE: English
- ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Preferred)
- REGION PREFERENCES: Any
What we offer
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
