CRM and Sales Support Virtual Assistant

Job not on LinkedIn

🔥 0 minutes ago

🇳🇿 New Zealand – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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20four7VA

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• Maintain accurate and complete customer and lead records within Pipedrive • Attend daily Zoom or Microsoft Teams meetings to review priorities, focus areas, and assigned tasks • Assist with calendar management, including scheduling, updating, and organizing appointments and meetings • Record inquiries, meeting notes, follow-up requirements, and sales activity • Update CRM tasks, statuses, and next steps • Clear routine tasks from the salesperson's CRM and task inbox • Document important information and customer activity • Help maintain an organized and current sales pipeline • Assist with incoming customer and prospect inquiries • Complete routine follow-up that does not require technical product consultation • Gather additional information needed to progress inquiries • Coordinate sample requests and related administrative requirements • Organize quotation requests for the appropriate internal team member • Provide timely, high-quality, personalized responses to inquiries • Coordinate and book meetings • Record and organize meeting notes • Convert voice notes and instructions from the salesperson into actionable CRM tasks • Track outstanding follow-ups and ensure routine actions are completed • Keep opportunities progressing while the salesperson is traveling or focused on higher-value sales activity • Conduct light-touch phone follow-up as the role develops • Confirm receipt of samples, information, or other materials • Follow up on straightforward next steps with prospective customers • Escalate technical or consultative conversations to the salesperson • Maintain professional communication consistent with the company's customer experience

🎯 Requirements

• Previous CRM, sales support, customer service, or administrative experience required • Pipedrive experience strongly preferred • Experience supporting a salesperson or sales team preferred • Experience managing customer inquiries and follow-up tasks preferred • Strong written and verbal English communication required • Experience within architecture, interior design, construction, building materials, or B2B sales is a plus but not required • Strong organizational and data-entry skills • Comfortable conducting light customer phone follow-up as the role develops • Highly organized with excellent follow-through • Comfortable working independently from instructions and voice notes • Detail-oriented with disciplined CRM habits • Able to distinguish routine administrative follow-up from conversations requiring technical expertise • Professional and personable when communicating with architects, designers, and construction professionals • Proactive about keeping tasks and opportunities moving forward • Pipedrive CRM knowledge required • Email Platforms knowledge required • Calendar & Scheduling Tools knowledge required • Microsoft Office / Google Workspace knowledge required • Strong written and verbal English communication • Availability for 20 contracted hours per week, Monday through Friday, 7:30 AM–11:30 AM NZ Time

🏖️ Benefits

• 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