Engineering Sales Support VA (Engineering Services)
Remote 1-3 Yrs Exp Bachelor Full-time
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Job Description
Employee Recognition and Rewards
Performance Bonus, Distributed team, Community Service, No Politics at Work, Performance Bonus
Insurance Health & Wellness
Accidental Death & Dismemberment Insurance, Fertility Assistance, Life Insurance, Mental Insurance, Vision Insurance, Family/Dependent Health
Professional Development
Paid Time Off, Paid Holidays, Paid Illness Leave
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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:
- 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.
- 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.
- 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.
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