CPT-11482 - GTM / Sales Operations VA

• Own the sales pipeline from post-call follow-up through close.
• Send timely and personalized follow-up emails within 72 hours of sales calls.
• Coordinate and schedule next steps, meetings, demos, and follow-ups directly on calendars.
• Monitor prospects who become unresponsive and execute thoughtful, value-driven re-engagement campaigns.
• Move interested prospects and pilots toward specific, actionable launch dates.
• Identify opportunities where additional stakeholders should be brought into the conversation to avoid single-threaded deals.
• Monitor deal activity and ensure every opportunity has a clear and appropriate next step.
• Keep CRM stages, notes, activities, and deal status accurate and aligned with the actual state of each opportunity.
• Identify deals at risk of stalling and proactively take action to keep them moving.

• Work daily through automated GTM queues, including:
  • AI-drafted follow-ups awaiting review
  • Inbound leads awaiting triage
  • Prospect enrichment awaiting approval
• Review and approve or revise AI-generated customer communications before they are sent.
• Ensure messaging is accurate, professional, aligned with company voice, and appropriate to the prospect's situation.
• Monitor automated workflows and identify broken, delayed, or ineffective processes.
• Flag issues such as backed-up queues, emails that were approved but not sent, inaccurate CRM stages, or automation outputs that are not being acted upon.
• Escalate significant process issues with a clear explanation and recommended solution.
• Develop a strong understanding of the company's GTM workflow and become a reliable point person for ensuring the system is functioning properly.

• Triage inbound leads and provide a concise reason or recommendation for each lead.
• Build, research, and enrich prospect lists using Attio, Clay, and other relevant tools.
• Review prospect information for accuracy and completeness.
• Maintain clean, organized, and up-to-date CRM records.
• Track activities, communication history, next steps, and relevant prospect information.
• Assist with improving data quality and identifying gaps in prospect or account information.

• Work with AI tools daily to support sales and GTM operations.
• Review, fact-check, edit, and improve AI-generated emails and other outputs before they are used.
• Use AI tools to improve efficiency while maintaining human judgment and quality control.
• Identify instances where AI-generated information is inaccurate, incomplete, or inappropriate and correct them before anything is sent or acted upon.
• Never rely on AI output without reviewing it for accuracy, context, tone, and relevance.

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

• 2+ years of experience in sales operations, SDR/BDR support, account coordination, lead generation, GTM operations, or a similar role.
• Demonstrated experience managing or coordinating a sales pipeline and working opportunities toward a defined next step or close.
• Strong hands-on experience using a CRM on a daily basis.
• Ability to describe a specific sales opportunity or process you helped move forward, including measurable results or metrics.
• Excellent written and spoken English, with strong attention to tone, clarity, grammar, and accuracy.
• Strong judgment and the ability to make decisions independently within established guidelines.
• Highly organized and exceptionally detail-oriented, with a strong ability to follow through and prevent tasks or opportunities from falling through the cracks.
• Proactive mindset with the ability to identify problems and take action without waiting for instructions.
• Comfortable working with AI tools and AI-generated content on a daily basis.
• Experience with Attio, Clay, or similar CRM, prospecting, enrichment, and sales automation platforms is a strong advantage.
• Strong analytical and problem-solving skills.
• Ability to manage multiple opportunities, tasks, and priorities simultaneously.
• Willingness to take ownership of outcomes rather than simply completing assigned tasks.
• Must be available to work 40 hours per week with significant overlap with U.S. Eastern business hours.

Important Note This is not a traditional administrative support or cold-calling role. The position is closer to Sales Operations / GTM Operations, with a strong emphasis on judgment, ownership, follow-through, and keeping the sales machine moving. The company uses automation and AI extensively, but human review and approval are required for customer-facing communications and important GTM decisions.

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: EST, TBD.

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: Junior, Senior 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: Near Native
• REGION PREFERENCES: Philippines