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Title
Sales Operations Virtual Assistant
Overview
We are looking for organized and proactive Virtual Assistants to support sales operations in a high-volume environment. This role focuses on managing incoming sales contracts, identifying issues, and ensuring each project progresses smoothly through the pipeline.
The ideal candidate is comfortable working in fast-paced workflows, has experience with CRM systems (preferably Salesforce), and can efficiently manage multiple tasks with accuracy.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
1. Inbox & Contract Monitoring
- Monitor incoming sales inbox for new contracts and submissions
- Review contracts to identify issues or reasons for delays
- Flag errors, missing information, or inconsistencies
2. Project Setup & Documentation
- Create sales workbooks for each new project (contracts, financing documents)
- Organize and maintain accurate records for all incoming sales
- Ensure all documentation is complete and properly structured
3. CRM & Work Order Management
- Create and update work orders within Salesforce CRM
- Accurately input and track project details
- Maintain clean and organized CRM records
4. Sales Support & Process Improvement
- Assist in resolving contracts on hold by identifying root issues
- Support additional tasks such as pricing and financing validation (as role progresses)
- Contribute to improving workflow efficiency and processing speed
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:
1–3+ years experience in administrative support, sales operations, or CRM management
Experience with Salesforce or similar CRM systems strongly preferred
Strong attention to detail and organizational skills
Ability to handle high-volume, fast-paced workflows
Experience reviewing contracts or sales documents is a plus
Quality assurance or process-checking background preferred
Basic Excel or spreadsheet skills
APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS
- Salesforce CRM (strongly preferred)
- Microsoft Excel / Google Sheets
- Email management systems (Gmail/Outlook)
Work Schedule
- Contracted Hours per Week: 40 Hours
- Scheduled Working Days: Monday through Friday
- Daily Working Time: 8:00am to 5:00 PM PST
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 VA
REQUESTED EXPERIENCE TIER LEVEL: Junior to Senior
MIN. HOURS/WEEK: 30–40 hours/week
SHIFT TIME ZONE: PST
SHIFT HOURS: 8:00 AM – 5:00 PM PST
SHIFT DAYS: Monday to Friday
NUMBER OF VAs: 2
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Level A–B (Good English communication required)
REGION PREFERENCE: N/A
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!