About the Role:

We’re looking for a highly organized and proactive Sales Support Virtual Assistant to provide dedicated inside-sales support for our Engineering Services team. You’ll play a key role in keeping the sales pipeline active by handling outreach, client follow-ups, scheduling, proposal preparation, and CRM management — allowing the Sales Lead to focus on high-value client interactions.

Key Responsibilities:

Pipeline & Outreach

• Research and build prospect lists; maintain accurate contact information.
• Execute email and LinkedIn outreach sequences, logging responses in the CRM.
• Qualify inbound or warm leads using provided discovery scripts.

Scheduling & Coordination

• Book and confirm meetings, manage reschedules, and send calendar invites.
• Prepare concise call briefs summarizing company details, touchpoints, and next steps.

Call Support & Documentation

• Attend select client calls for structured note-taking (live or via recordings).
• Produce clear, actionable summaries and trackers using internal templates.

Proposals & Sales Collateral

• Draft and format proposals or Statements of Work (SOWs) using templates.
• Prepare follow-up decks, one-pagers, and recap emails post-meeting.

CRM & Reporting

• Maintain clean CRM data on opportunities, activities, and contacts.
• Generate weekly pipeline, activity, and follow-up reports.
• Track SLAs to ensure timely communication and response management.

Inbox & Admin Support

• Manage and organize the sales inbox; tag, route, and draft replies for review.
• Maintain digital folders for proposals, assets, and client documents.

Confidentiality & Compliance

• Adhere to company data security and confidentiality policies at all times.
• Use only approved communication and record-keeping tools.

Qualifications:

• 2+ years of experience as a Sales VA, SDR, Account Coordinator, or Executive Assistant (sales-focused).
• Excellent written and spoken English; comfortable in client-facing conversations.
• Strong organization, attention to detail, and note-taking accuracy.
• Proficient in CRM platforms (e.g., HubSpot, Pipedrive, or similar).

Nice to Have:

• Experience in engineering, AEC, or technical/professional services.
• Familiarity with Teams, Fathom, or other call recording tools.
• Intermediate Excel/Google Sheets and presentation skills.

Tools & Environment:

• Primary: Microsoft Teams, Odoo CRM
• Supporting: Google Workspace / Microsoft 365, LinkedIn Sales Navigator
• Security: Company email, password manager, VPN