Virtual Sales Assistant (Sales Development Support) - (US-Based Finance Company)

Virtual Sales Assistant

The Virtual Sales Assistant will serve as a behind-the-scenes extension of the Sales Development Representatives (SDRs) and Account Executives (AEs). This role is not client-facing but is critical in ensuring all sales operations run seamlessly. You'll manage outbound email sequences, track deals through the funnel, maintain CRM accuracy, and prepare polished sales materials. Success in this role means freeing the sales team to focus on closing deals while you ensure every operational detail is handled flawlessly.

Key Responsibilities:

• Draft, refine, and personalize outbound sales emails and follow-up messages with zero errors.
• Support SDR sequences by managing templates, updating lead statuses, and tracking funnel stages.
• Maintain CRM (Hubspot) hygiene and documentation, ensuring accuracy in pipeline management.
• Prepare, format, and QA client-facing sales decks, proposals (loans), and one-pagers.
• Track campaign performance (open, click, reply rates) and flag underperformance.
• Organize outreach lists and monitor which financial advisors or prospects are being contacted.
• Manage inboxes for AEs, ensuring timely responses and follow-ups.
• Extract key insights from transcripts and meeting notes for follow-up actions.
• Coordinate handoffs until client onboarding is complete.