Business Development Assistant

Virtual Assist

United States

Remote

USD 50,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Paid training
Work from home

Job summary

Virtual Assist is seeking a proactive Executive Assistant / Business Development Assistant to support leadership in daily operations and drive growth. The role combines executive support, CRM management, lead generation, AI-powered workflow optimization, bookkeeping with QuickBooks, and business development.

The ideal candidate is organized, takes initiative, learns quickly, and thrives on improving processes.

Qualifications

  • Minimum 2-3 years of experience as an Executive Assistant, Virtual Assistant, or similar role.
  • Experience using QuickBooks for bookkeeping and expense management.
  • Experience with lead generation, prospect research, and outbound cold calling.
  • Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred.
  • Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency.
  • Excellent written and verbal English communication skills.
  • Proficient in Google Workspace and Microsoft Office applications.
  • Strong organizational skills with attention to detail.
  • Ability to work independently, prioritize multiple tasks, and meet deadlines.
  • Self-starter with initiative and problem-solving ability.
  • Professional, reliable, and able to maintain confidentiality.

Responsibilities

  • Utilize AI tools to improve workflows, automate repetitive tasks, generate business insights, and support growth initiatives.
  • Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists.
  • Perform outbound cold calls to prospective clients, introduce services, and schedule appointments or follow-ups.
  • Research companies, markets, competitors, and industry trends to identify new business opportunities.
  • Maintain accurate records of leads, communications, and follow-up activities within the CRM.
  • Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation.
  • Track company expenses and organize financial records for reporting.
  • Manage bookkeeping tasks using QuickBooks, including expense categorization, invoice management, and basic recordkeeping.
  • Prepare reports, spreadsheets, and summaries to support business decisions.
  • Organize digital files, documents, and operational records.
  • Identify opportunities to improve processes and implement more efficient systems and workflows.
  • Take ownership of assigned projects and proactively solve problems with minimal supervision.
  • Perform additional administrative and business support tasks as assigned.

Skills

Lead generation
Outbound calls
QuickBooks
CRM (HubSpot/Salesforce)
AI tools (ChatGPT)
English communication
Google Workspace
Microsoft Office
Administrative support
Time management

Tools

HubSpot
Salesforce
Zoho CRM
QuickBooks

Job description

We are seeking a proactive, resourceful, and tech-savvy Executive Assistant / Business Development Assistant to support company leadership in daily operations while helping drive business growth. This role combines executive support, lead generation, AI-powered workflow optimization, bookkeeping, and business development. The ideal candidate is highly organized, takes initiative, learns quickly, and enjoys finding smarter ways to improve processes and increase productivity.

Key Responsibilities:
  • Utilize AI tools (such as ChatGPT and other productivity platforms) to improve workflows, automate repetitive tasks, generate business insights, and support company growth initiatives.
  • Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists.
  • Perform outbound cold calls to prospective clients, introduce company services, and schedule appointments or follow-up meetings.
  • Research companies, markets, competitors, and industry trends to identify new business opportunities.
  • Maintain accurate records of leads, communications, and follow-up activities within the CRM system.
  • Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation.
  • Track company expenses and organize financial records for reporting.
  • Manage bookkeeping tasks using QuickBooks (required), including expense categorization, invoice management, and basic financial recordkeeping.
  • Prepare reports, spreadsheets, and summaries to support business decisions.
  • Organize digital files, documents, and operational records.
  • Identify opportunities to improve processes and recommend more efficient systems and workflows.
  • Take ownership of assigned projects, follow through with minimal supervision, and proactively solve problems.
  • Perform additional administrative and business support tasks as assigned.
Qualifications & Skills:
  • Minimum of 2-3 years of experience as an Executive Assistant, Virtual Assistant,
  • Business Development Assistant, or similar role.
  • Required: Experience using QuickBooks for bookkeeping and expense management.
  • Experience with lead generation, prospect research, and outbound cold calling.
  • Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred.
  • Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency.
  • Strong research and analytical skills with the ability to gather and organize information effectively.
  • Excellent written and verbal English communication skills.
  • Proficient in Google Workspace and Microsoft Office applications.
  • Strong organizational skills with excellent attention to detail.
  • Ability to work independently, prioritize multiple tasks, and meet deadlines.
  • Self-starter with a high level of initiative and problem-solving ability.
  • Professional, reliable, and able to maintain confidentiality.
  • Paid training
  • Work from home
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