CPT-10773 Executive Virtual Assistant (CRM & Sales Operations Support)

Job OpeningsCPT-10773 Executive Virtual Assistant (CRM & Sales Operations Support)

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Title: Independent Contractor – CPT-10773 Executive Virtual Assistant (CRM & Sales Operations Support)/Business Support/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

We are seeking a highly organized and proactive Executive Virtual Assistant to serve as the right-hand administrative partner to a field sales executive. This role focuses on supporting business development operations by managing CRM data, coordinating follow-ups, conducting market research, and handling administrative tasks so the executive can stay focused on in-person client meetings and revenue generation.

The ideal candidate is detail-oriented, tech-savvy, and comfortable working inside CRM systems while managing multiple administrative tasks efficiently.

This role will start at 20 hours per week, with the potential to increase hours based on performance and business needs.

The goal of this role is to keep the sales executive focused on meeting dealerships and closing business, while the Virtual Assistant handles the administrative, research, and CRM-related tasks that support the sales process.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks

CRM Management & Data Organization

Manage and update contact records within HubSpot CRM

Clean and validate CRM database entries to ensure data accuracy

Review leads and verify information through company websites and online sources

Categorize leads based on predefined qualification tiers

Maintain organized lead lists and sales tracking information

converting meeting notes, voice notes, and rough sales notes into clean CRM updates, task lists, and polished follow-up communications.

Sales Administrative Support

Assist with sending follow-up emails to prospects and clients

Convert sales notes into professional follow-up communications

Support the executive with administrative tasks related to client onboarding and documentation

Respond to routine client emails when appropriate

Market & Lead Research

Research car dealerships and identify qualified prospects

Evaluate businesses based on company size, inventory, and operational scale

Create prioritized prospect lists for the sales executive

Identify high-value targets based on defined business criteria

ChatGPT or similar AI tools referenced not only for drafting, but also for research, note summarization, and organization.

Route & Field Planning Support

Assist with planning daily sales routes using Badger Maps

Build optimized visit routes for the executive to maximize field efficiency

Prepare prospect visit lists for scheduled travel days

helping the client map and update his daily prospecting routes in Badger Maps based on geography, priority, and efficiency.

Process Improvement & CRM Optimization

Suggest improvements for CRM organization and workflow efficiency

Identify opportunities for better tracking, categorization, or automation within the CRM

Support implementation of simple operational improvements when applicable

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements

• Previous experience as a Virtual Assistant, Executive Assistant, or Administrative Assistant
• Experience working with CRM systems (HubSpot preferred)
• Strong research and data validation skills
• Excellent written English communication skills
• Highly organized with strong attention to detail
• Ability to work independently and manage tasks with minimal supervision
• Comfortable using AI tools such as ChatGPT for drafting communications

Preferred Experience

Experience supporting sales teams or business development professionals

Familiarity with HubSpot CRM

• Experience conducting lead qualification and database management
• Familiarity with mapping or route-planning tools (Badger Maps or similar)

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

HubSpot CRM

• Asana (project management)
• Badger Maps (route planning)
• WhatsApp (communication)
• Email platforms
• AI tools such as ChatGPT or Gemini for drafting communications

COMMUNICATION

• Primary communication via WhatsApp and email
• Real-time task coordination with the sales executive during field work

Work Schedule

Contracted Hours per Week: 20 Hours

Scheduled Working Days: Monday through Friday

Daily Working Time: 8 AM - 12 NN CST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement
• Role Summary & Requirements

REQUIRED SERVICE: Business Support

REQUESTED EXPERIENCE TIER LEVEL: Junior-Senior Level

Contracted Hours per Week: 20 hours/week

Daily Working Time: 8 AM-12 PM CST

Scheduled Working Days: Monday-Friday

REPORTING TO/POC: To Be Determined

Number of VAs: 1

GENDER PREFERENCE: None

LANGUAGES SPOKEN/PREFERENCE: English

ACCENT PREFERENCE: Neutral

REGION PREFERENCES: Any

What we offer

Competitive rates

Weekly payments

Various open roles are available

Free training and upskilling

Constant support and guidance

A vibrant community always ready to support you

And more!