Sales & CRM Virtual Assistant

The primary scope of this contracting role is to provide versatile administrative and marketing support to an established business brokerage assisting clients with buying and selling businesses. Availability: Approximately 4 hours per day (20 hours per week), with hours dependent on business requirements and growth. The primary objective of the role is to drive organisational growth and direct prospect engagement through a combination of structured email and telephonic outreach strategies, targeted marketing campaign execution, and reliable operational support. Contract Term Initial engagement: Approximately 4 hours per day (up to 20 hours per week) Work arrangement: Remote Schedule: Flexible, aligned with commercial priorities, operational demands, and business growth Contract type: Independent Contractor Scope of Services Outbound Prospecting & Lead Generation The contractor will: Execute cold calling initiatives to identify and engage prospective buyers and sellers. Conduct direct outreach to generate qualified leads and business development opportunities. Identify key decision-makers and maintain an active pipeline of potential clients. Handle initial discovery interactions and route qualified prospects to the advisory team. Email Outreach & Engagement The contractor will: Develop and execute structured email outreach sequences targeted at prospects and clients. Manage follow-up workflows to ensure consistent prospect engagement. Monitor response rates and refine email messaging to maximise conversion. Support long-term client nurturing and relationship-building efforts via email. Marketing Campaign Management The contractor will: Set up, launch, and monitor ad-hoc marketing campaigns across designated channels. Coordinate campaign assets and ensure messaging aligns with brokerage objectives. Track campaign performance, engagement metrics, and lead acquisition data. Adjust campaign parameters to improve reach and effectiveness. Operational & Administrative Support The contractor will: Deliver versatile administrative and marketing support to assist the wider operational team. Maintain accurate records of client interactions, campaign data, and lead statuses. Handle ad-hoc operational tasks and documentation to support transaction workflows. Coordinate daily tasks to ensure smooth cross-functional collaboration. Systems & Platform Coordination The contractor will: Utilise HubSpot to track contacts, pipeline stages, campaign activities, and outreach logs. Manage professional communications and scheduling via Microsoft Outlook and Microsoft Teams. Prepare, organise, and format documents and reports using Microsoft Office. Coordinate workflows across integrated outreach platforms and marketing tools. Deliverables The contractor will provide: Weekly Deliverables Summary of call volumes, outreach activities, and direct prospect responses. Active marketing campaign status updates and initial engagement metrics. Pipeline update detailing newly identified and qualified leads. Operational support log of completed administrative and marketing tasks. Monthly Deliverables Comprehensive outreach and lead generation performance report. Marketing campaign effectiveness and ROI analysis. Summary of database updates and CRM hygiene in HubSpot. Recommendations for optimising outreach sequences and operational efficiency. Overview of completed activities and milestones achieved. Requirements The contractor should demonstrate: Proven experience running structured email outreach initiatives and managing marketing campaigns. Demonstrated background in sales prospecting, cold calling, and lead qualification. Strong capability to deliver versatile administrative and marketing support on a flexible, ad-hoc basis. Strong organizational skills with high attention to detail in data entry and documentation. Excellent written and verbal English communication skills for client-facing engagement. High level of self-motivation and the ability to operate independently in a remote setting. Required Software Skills The contractor must possess hands-on proficiency with: HubSpot (CRM and pipeline tracking) Microsoft Outlook Microsoft Teams Microsoft Office (Word, Excel, PowerPoint) Specialist email outreach and marketing platforms