Schedule: 9am - 5 pm ET, Monday-Friday, 40 h/week, Full time

Job Overview

A keynote speaker and corporate trainer is seeking a highly organized, proactive, and detail-oriented Virtual Assistant to manage daily operations and sales support. You will play a key role in client engagement, onboarding, scheduling, and lead nurturing. The ideal candidate is a critical thinker who anticipates needs, maintains professionalism, and ensures seamless client experiences from first contact to final invoice.

 

Responsibilities

Client Engagement & Operations

• Send proposals after CEO meetings and follow up with prospects
• Manage client onboarding checklist to ensure all steps are completed
• Schedule client appointments and follow-ups
• Send invoices, agreements, and track payments
• Send event collateral and required materials
• Manage email correspondence and customer inquiries
• Update CRM (HubSpot) with client data, notes, and next steps

Lead Research & Outreach

• Research key prospects and companies for lead generation efforts
• Engage with prospects on social media channels (using CEO account)
• Create and maintain a prospect tracking spreadsheet for outbound campaigns (email, LinkedIn, etc.

Lead Nurturing

• Create and send monthly newsletters
• Export/import prospect lists to ensure proper nurture sequences

 

 Requirements

• Minimum 2 years proven experience as a Virtual Assistant, Executive Assistant, or in a similar operations/sales support role
• Strong administrative and operational experience.
• Strong experience with CRM platforms
• Experience with email marketing platforms (for newsletters, automations, etc.)
• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills (multi-tasking, checklist management)
• Strong follow-up skills for proposals, invoices, and appointments
• Online research proficiency and spreadsheet management (Google Sheets, Excel)
• Ability to work independently, think critically, and anticipate needs without micromanagement

 

Independent Contractor Perks:

• HMO coverage for eligible locations
• Permanent work from home
• Immediate hiring
• Steady freelance job