CPT-11292 Business Support Virtual Assistant – Research & Outreach

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.

A Maryland-based commercial real estate broker is seeking a part-time Commercial Real Estate Research & Outreach Virtual Assistant to support the targeted marketing of a high-value church property located in Bethesda, Maryland.

The primary objective of this role is to research financially qualified churches, ministries, religious organizations, and schools that may have an interest in acquiring a marquee property near Washington, D.C. The VA will identify the appropriate decision-makers, make introductory calls, obtain permission for the broker to send the property's offering memorandum, and maintain organized records of all outreach.

This is not a traditional sales or closing role. The VA's responsibility is to create qualified introductions and provide the broker with accurate contact information and permission to follow up directly.

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.

Contractors will be required to provide services that align with the following client tasks:

• Review and organize the client-provided database of churches and related organizations

• Research additional local, regional, national, and potentially international churches, ministries, and schools

• Identify organizations with the potential financial capacity and strategic interest to purchase the property

• Research leadership teams, real estate contacts, expansion plans, and organizational structure

• Identify the appropriate decision-maker for property acquisition discussions

• Call churches, ministries, schools, and related organizations using an approved script

• Introduce the property at a high level without conducting the full sales presentation

• Determine the correct person responsible for real estate, expansion, finance, or executive decisions

• Obtain permission for the broker to send the offering memorandum and property materials

• Collect accurate names, titles, phone numbers, and email addresses

• Escalate qualified or interested contacts to the broker for direct follow-up

• Maintain an organized outreach tracker in Google Sheets

• Record research findings, call outcomes, decision-maker information, and next steps

• Track whether permission was granted to send property materials

• Avoid duplicate outreach and maintain accurate follow-up status

• Provide regular summaries of completed research and qualified contacts

• Assist with setting up and using Google Voice or another approved calling system

• Follow established scripts, research criteria, and outreach procedures

• Help document a repeatable prospecting process that may later be used for other commercial real estate listings

• Support related research and outreach projects as assigned

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.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous lead research, prospecting, appointment setting, or business development support experience preferred
• Strong spoken and written English communication skills required
• Experience conducting professional outbound calls required
• Strong Google Sheets or spreadsheet skills required
• Commercial real estate experience preferred but not required
• Experience researching organizations and identifying decision-makers' preferred
• Ability to follow scripts while sounding natural and professional
• Strong attention to detail and data accuracy

• Google Sheets

• Google Workspace

• Google Voice or a similar VoIP platform

• Online Research Tools

• Commercial Real Estate Databases (Preferred)

• Microsoft Office

• Strong online research and investigative skills

• Confident and professional on introductory phone calls

• Persistent when identifying difficult-to-reach decision-makers

• Able to communicate respectfully with churches, ministries, and schools

• Highly organized and accurate with contact information

• Comfortable working independently from a defined target profile

• Strong judgment regarding which organizations may be viable prospects

• Reliable with consistent follow-through and documentation

• Contracted Hours per Week: 20 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

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 20 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 (Clear and Professional Spoken English Required)
• REGION PREFERENCES: Any