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Provide inside-sales support to the Sales Lead by handling prospecting, client follow-ups, scheduling, proposal prep, CRM hygiene, and real-time note-taking during calls. The goal is to keep the pipeline moving and the Sales Lead focused on high-value conversations.

Responsibilities:

Pipeline & Outreach

• Research target companies/contacts; build and maintain prospect lists.
• Execute email/LinkedIn outreach sequences and log responses in the CRM.
• Qualify inbound/warm leads with a scripted discovery checklist (when requested).

Scheduling & Coordination

• Book and confirm appointments, send calendar invites, and manage reschedules.
• Prepare call briefs (company snapshot, prior touchpoints, open items, next steps).

Call Support & Notes

• Join select client calls to take structured notes/action items (live or via approved recordings).
• Produce concise call summaries and next-step trackers within agreed templates.

Proposal & Sales Collateral

• Draft, format, and version proposals/SOWs using templates; route for internal review.
• Assemble slide decks, one-pagers, and follow-up emails post-meeting.

CRM & Reporting

• Keep opportunities, activities, and contacts current; enforce data quality standards.
• Generate weekly pipeline, activity, and follow-up reports for Adam/Heather.
• Track SLAs on response times and follow-through.

Inbox & Admin Support

• Manage sales inbox triage: tag, route, and draft responses for review.
• Maintain organized folders for proposals, assets, and client documents.

Confidentiality & Compliance

• Respect client confidentiality; do not record calls where prohibited or proprietary.
• Use approved tools only; follow data-handling and security guidelines.

Qualifications

• 2+ years in Sales VA/SDR/Account Coordination or Executive Assistant (sales-focused) roles.
• Excellent spoken and written English; confident on video and phone.
• Strong organization, attention to detail, and note-taking discipline.
• Proficient with CRM usage and task management (e.g., HubSpot, Pipedrive, or similar).
• Comfortable working US Eastern hours (core 8–5 ET with slight flexibility).

Nice-to-Have

• Exposure to engineering, technical services, AEC, or professional services sales.
• Experience with call tools and meeting assistants (e.g., Teams; Fathom or similar).
• Intermediate Excel/Google Sheets skills for simple list builds and reporting.
• Basic slide design skills (Google Slides/PowerPoint).

Tools & Environment

• Primary: Microsoft Teams (video/voice), Odoo CRM 
• Supporting: Google Workspace or Microsoft 365, LinkedIn Sales Navigator
• Security: Company email, approved password manager, and VPN as needed.

Work Style & Culture

• Self-starter with a service mindset; anticipates needs and removes friction for the Sales Lead.
• Communicates proactively—flags risks early and proposes options.
• Protects sensitive information and treats proprietary client material with care.