Overview:
We are looking for a highly motivated and sales-focused VA to primarily support our client. The main focus of this role is lead follow-up, customer communication, appointment setting, and converting qualified leads into bookings. The VA will also be cross-trained to provide backup support for another client when needed.
Key Responsibilities:
Primary: Sales Support
- Follow up with warm and cold leads through calls, email, and SMS.
- Respond quickly to inbound leads and customer inquiries.
- Convert qualified leads into fundraising bookings.
- Schedule follow-ups and appointments.
- Maintain accurate lead and follow-up records.
- Support existing and potential fundraising clients.
- Assist with client onboarding and fundraiser setup.
- Create and maintain online fundraising stores when required.
- Meet agreed sales and booking targets.
Backup Support: Customer Care
- Assist with RFP/RFQ reviews.
- Assist with vendor quotes and pricing information.
- Provide administrative and customer support when needed.
Requirements:
- Strong spoken and written English.
- Proven sales or lead conversion experience.
- Confident making outbound calls and handling inbound leads.
- Strong customer service and communication skills.
- Fast response time and good follow-through.
- Organized and detail-oriented.
- Comfortable using CRM and online tools.
- Able to work independently and meet targets.
- Willing to learn both client’s processes.
Preferred Experience:
- Cold calling and appointment setting.
- Lead generation and conversion.
- CRM experience, preferably Salesforce.
- Experience with email and SMS campaigns.
- Google Sheets/Excel and Google Drive.
- Customer service or inside sales experience.
- Experience in fundraising, sales, or business development.
Ideal Candidate:
The ideal candidate is sales-driven, responsive, confident on the phone, and focused on results. We are looking for someone who can take a qualified lead, follow up consistently, build rapport, and turn opportunities into actual bookings.
Role Structure:
The VA will have a consistent daily schedule. Support will be provided when coverage is needed and based on workload.
Key goal: Increase lead follow-up, bookings, and conversions while providing reliable backup support.
