Sales & CRM Virtual Assistant

This is a remote position.

You will be engaged to provide versatile administrative and marketing support to an established business brokerage assisting clients with buying and selling businesses.

Contract Term

• Initial engagement: Approximately 4 hours per day (up to 20 hours per week)
  

• Work arrangement: Remote
  

• Schedule: Flexible, aligned with commercial priorities, operational demands, and business growth
  

• Contract type: Independent Contractor
  

Scope of Services

Outbound Prospecting & Lead Generation The contractor will:

• Execute cold calling initiatives to identify and engage prospective buyers and sellers.
  

• Conduct direct outreach to generate qualified leads and business development opportunities.
  

• Identify key decision-makers and maintain an active pipeline of potential clients.
  

• Handle initial discovery interactions and route qualified prospects to the advisory team.
  

Email Outreach & Engagement The contractor will:

• Develop and execute structured email outreach sequences targeted at prospects and clients.
  

• Manage follow-up workflows to ensure consistent prospect engagement.
  

• Monitor response rates and refine email messaging to maximise conversion.
  

• Support long-term client nurturing and relationship-building efforts via email.
  

Marketing Campaign Management The contractor will:

• Set up, launch, and monitor ad-hoc marketing campaigns across designated channels.
  

• Coordinate campaign assets and ensure messaging aligns with brokerage objectives.
  

• Track campaign performance, engagement metrics, and lead acquisition data.
  

• Adjust campaign parameters to improve reach and effectiveness.
  

Operational & Administrative Support The contractor will:

• Deliver versatile administrative and marketing support to assist the wider operational team.
  

• Maintain accurate records of client interactions, campaign data, and lead statuses.
  

• Handle ad-hoc operational tasks and documentation to support transaction workflows.
  

• Coordinate daily tasks to ensure smooth cross-functional collaboration.
  

Systems & Platform Coordination The contractor will:

• Utilise HubSpot to track contacts, pipeline stages, campaign activities, and outreach logs.
  

• Manage professional communications and scheduling via Microsoft Outlook and Microsoft Teams.
  

• Prepare, organise, and format documents and reports using Microsoft Office.
  

• Coordinate workflows across integrated outreach platforms and marketing tools.
  

Weekly Deliverables

• Summary of call volumes, outreach activities, and direct prospect responses.
  

• Active marketing campaign status updates and initial engagement metrics.
  

• Pipeline update detailing newly identified and qualified leads.
  

• Operational support log of completed administrative and marketing tasks.
  

Monthly Deliverables

• Comprehensive outreach and lead generation performance report.
  

• Marketing campaign effectiveness and ROI analysis.
  

• Summary of database updates and CRM hygiene in HubSpot.
  

• Recommendations for optimising outreach sequences and operational efficiency.
  

• Overview of completed activities and milestones achieved.
  

Requirements

• Proven experience running structured email outreach initiatives and managing marketing campaigns.
  

• Demonstrated background in sales prospecting, cold calling, and lead qualification.
  

• Strong capability to deliver versatile administrative and marketing support on a flexible, ad-hoc basis.
  

• Strong organizational skills with high attention to detail in data entry and documentation.
  

• Excellent written and verbal English communication skills for client-facing engagement.
  

• High level of self-motivation and the ability to operate independently in a remote setting.
  

Required Software Skills The contractor must possess hands-on proficiency with:

• HubSpot (CRM and pipeline tracking)
  

• Microsoft Outlook
  

• Microsoft Teams
  

• Microsoft Office (Word, Excel, PowerPoint)
  

• Specialist email outreach and marketing platforms