Virtual Assistant & Sales Support

Our escrow company is expanding, and as a sales representative, I require assistance with various tasks to streamline our workflow and enhance productivity. The role will involve a range of responsibilities, including:

– Lead Generation: Conducting research to identify potential leads in the real estate industry, such as real estate agents, brokers, developers, and other relevant contacts within our target market.
– Email Management: Handling email correspondence, filtering important messages, responding to routine inquiries, and prioritizing emails that require my attention, allowing me to focus on high-value client interactions.
– Appointment Scheduling: Managing my calendar, scheduling appointments, and ensuring efficient time management. This includes sending meeting reminders and follow-ups, helping to keep me organized and on track.
– CRM Management: Updating and maintaining our Customer Relationship Management (CRM) system, including inputting new leads, updating contact information, tracking interactions, and managing follow-ups. Additionally, organizing the client list and capturing data for reporting purposes.
– Data Entry and Reporting: Assisting with data entry tasks, such as inputting client information, updating sales records, and generating reports to keep our sales data organized and readily accessible.
– Research and Market Analysis: Conducting market research, competitor analysis, and gathering insights to support our sales strategies. This will involve identifying industry trends, analyzing market data, and presenting findings to help make informed decisions.
– Follow-up and Customer Support: Handling routine customer inquiries, following up with potential clients, and providing basic customer support. This ensures prompt responses and maintains a positive customer experience.
– Event Planning and Execution: Assisting with event planning and execution, including creating events on platforms like Eventbrite and Facebook, coordinating email campaigns to drive attendance, and inviting clients through texts and calls.
– Social media management assistance
– Sending out Thank You Cards: Managing the process of sending thank you cards to clients as a thoughtful gesture.

We are seeking a proactive, detail-oriented individual with excellent organizational and communication skills. As a virtual assistant, you will have the opportunity to work remotely, providing flexibility and the potential for a long-term working relationship.