Key Facts

Remote From:

Colorado (USA) , Indiana (USA)

Full time

English

Hard Skills

Sales Management Sales Reporting Task Management Microsoft Dynamics CRM Organizational Structure

Other Skills

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Calendaring
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Accountability
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Communication
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Time Management
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Teamwork
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Proactivity
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Critical Thinking
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Detail Oriented

Roles & Responsibilities

Excellent communication and interpersonal skills
Experience with CRM software (preferably JobTread)
Strong organizational and time-management abilities
Ability to manage multiple sales reps and track pipeline progress

Requirements:

Call each sales rep every morning to review pipeline status
Update the JobTread CRM with new information from each rep
Move deals through pipeline stages: Lead → Contact Made → Appointment Set → Estimating
Facilitate communication between reps and management and hold reps accountable to their pipelines

Virtual Coworker

About Virtual Coworker

You deserve nothing but the best when it comes to hiring virtual assistants. That's why we've carefully handpicked top-level professionals from the Philippines, ensuring that only the most accomplished individuals join our elite team.Imagine having access to a talented pool of virtual assistants who provide unparalleled support for your business. Whether you need assistance on a part-time or full-time basis, our vetted professionals are here to cater to your every need. From managing your calendar and handling administrative tasks to executing strategic plans and providing exceptional customer service, our virtual assistants bring professionalism and experience to every task they undertake.But what sets Virtual Coworker apart is our dedication to long-term partnerships. We aren't interested in short-term fixes; instead, we focus on finding the perfect match between businesses and virtual assistants for sustained success. By fostering strong relationships built on trust, communication, and professionalism, we ensure that your business flourishes.

Company type: Scaleup

Founded: 2018

Company size: 201 - 500

Website LinkedIn See all jobs →

Job description

• Call each sales rep (5–6, expanding to 8–10) every morning
• Review pipeline status with reps while they are on the road
• Update JobTread CRM with new information from each rep
• Move deals through pipeline stages: Lead → Contact Made → Appointment Set → Estimating
• Mark deals as "Lost" when reps indicate they are no longer viable
• Set and manage task reminders for each rep
• Send text reminders to reps about scheduled closings and appointments
• Facilitate communication between reps and management regarding pipeline updates
• Hold reps accountable to their pipelines
• Ask clarifying questions about stalled deals (e.g., "This lead keeps getting pushed off—should we mark it as lost?")
• Help reps prioritize deals that are likely to close