Client Support and Outreach Assistant/Coordinator (For Active Pooling)
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AI Summary
The role involves conducting outbound outreach to prospects and partners while managing lead generation and market research. Additionally, the coordinator will support marketing campaigns, maintain CRM data, and handle administrative tasks such as scheduling and documentation.
Key Responsibilities
Outreach & Communication
Qualifications
Outreach & Communication
- Conduct outbound outreach via email, LinkedIn, and other platforms to engage prospects, clients, and partners
- Support follow-ups, scheduling, and ongoing communication with stakeholders
- Maintain professional and clear written communication aligned with client expectations
- Identify and research companies, executives, and market opportunities
- Build and manage prospect lists for campaigns and business initiatives
- Gather insights on industries, competitors, and target markets
- Assist in executing outreach and marketing campaigns
- Track and update activity in CRM tools (e.g., Salesforce, HubSpot, Google Sheets)
- Support reporting, data management, and pipeline tracking
- Schedule meetings, manage calendars, and coordinate across teams
- Assist with documentation, reporting, and internal organization
- Support ad hoc projects across business, events, or client initiatives
Qualifications
- 1–4 years of experience in virtual assistance, sales support, customer support, business development, or similar roles
- Strong written and verbal English communication skills
- Experience with outreach tools (LinkedIn, email platforms) and CRM systems is a plus
- Proficient in Microsoft Office (Excel, Outlook, PowerPoint) and Google Workspace
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Comfortable working remotely in a fast-paced, deadline-driven environment
- Self-starter with strong initiative, accountability, and problem-solving skills
- Strong communication and professionalism in client interactions
- Resourcefulness and ability to “figure things out” independently
- Adaptability across different types of work (outreach, research, admin, etc.)
- High level of ownership and reliability
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