Remote Business Development & Operations Specialist

Virtual Assist; United States; Remote; USD 50,000 - 65,000; Full time

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

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.