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Responsibilities
About the roleWe 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 ServicesContractors will be required to provide services that align with the following client tasks:1. Inbox & Contract MonitoringMonitor incoming sales inbox for new contracts and submissionsReview contracts to identify issues or reasons for delaysFlag errors, missing information, or inconsistencies2. Project Setup & DocumentationCreate sales workbooks for each new project (contracts, financing documents)Organize and maintain accurate records for all incoming salesEnsure all documentation is complete and properly structured3. CRM & Work Order ManagementCreate and update work orders within Salesforce CRMAccurately input and track project detailsMaintain clean and organized CRM records4. Sales Support & Process ImprovementAssist in resolving contracts on hold by identifying root issuesSupport additional tasks such as pricing and financing validation (as role progresses)Contribute to improving workflow efficiency and processing speedTerms of EngagementContractors will operate under a Master Services Agreement and a Statement of WorkThis is not an offer of employment; contractors are not employees of 20four7VA or any clientAll compensation is processed through 20four7VA according to the terms of the engagementSkillsThe Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:1–3+ years experience in administrative support, sales operations, or CRM managementExperience with Salesforce or similar CRM systems strongly preferredStrong attention to detail and organizational skillsAbility to handle high-volume, fast-paced workflowsExperience reviewing contracts or sales documents is a plusQuality assurance or process-checking background preferredBasic Excel or spreadsheet skillsAPPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLSSalesforce CRM (strongly preferred)Microsoft Excel / Google SheetsEmail management systems (Gmail/Outlook)Work ScheduleContracted Hours per Week: 40 HoursScheduled Working Days: Monday through FridayDaily Working Time: 8:00am to 5:00 PM PSTNoteThe 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.Role Summary & RequirementsRequired service: Business Support VARequested experience tier level: Junior to SeniorMin. hours/week: 30–40 hours/weekShift time zone: PSTShift hours: 8:00 AM – 5:00 PM PSTShift days: Monday to FridayNumber of VAs: 2Gender preference: NoneLanguages spoken/preference: EnglishAccent preference: Level A–B (Good English communication required)Region preference: N/AWhat we offerCompetitive ratesWeekly paymentsVarious open roles are availableFree training and upskillingConstant support and guidanceA vibrant community always ready to support youAnd more!
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