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Admin and Sales Assistant for an IT Company in the US (Home Based Part Time)

Remote: 
Full Remote
Contract: 
Work from: 
New York (USA), United States

Offer summary

Key responsabilities:

  • Manage the President's calendar and appointments.
  • Prepare and organize documents and presentations.
  • Maintain and update CRM with customer information.
  • Assist in generating invoices and managing expenses.
  • Conduct research, follow up on leads, and support sales.
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201 - 500 Employees
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Job description

Calendar Management:
• Monitor and manage President’s schedule
• Schedule and manage appointments and meetings.
• Set reminders for important deadlines.

Document Preparation and Management:
• Create, edit, and format documents, proposals, and presentations.
• Organize digital files and manage cloud storage.

Data Entry and CRM Updates:
• Maintain customer information in the CRM system.
• Update lead and client records with new data, meetings, and follow-ups.

Invoicing and Expense Tracking:
• Assist with generating and sending invoices.
• Draft emails and handle routine correspondence.
• Follow up with clients on outstanding matters (e.g., invoice payments, project updates).

Lead Generation and Sales Support:
• Research potential leads based on industry, location, and business needs.
• Compile and organize lists of prospects.
• Follow up with warm leads via email or phone based on direction from the President.
• Schedule initial sales calls or meetings.
• Update the CRM system with new lead information
• Set reminders for follow-ups on warm leads.
• Assist with preparing sales presentations, proposals, and documentation for client meetings.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Organizational Skills
  • Analytical Skills
  • Time Management
  • Verbal Communication Skills

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