CPT-11756 Inbound Sales & Lead Management Virtual Assistant

• 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.

• 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.

• 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.

• 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

• HubSpot (Strongly Preferred)
• Email Communication Platforms
• VoIP / Business Calling Systems
• Calendar / Meeting Platforms
• Sales CRM and Pipeline Management Tools
• AI Productivity Tools

• 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.

• 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