Summary
I’m an independent sales consultant serving financial-services and B2B sales organizations. I’m looking for an experienced, part-time sales assistant who can help me stay on top of open opportunities and manage consistent LinkedIn and email outreach.
NO COLD CALLING! You'll be helping me with open opportunities and leads that come in.
This isn’t a basic administrative role. I need someone who understands sales, takes initiative, communicates professionally, and keeps opportunities moving without requiring constant direction.
The initial commitment is 5–10 hours per week, with the potential to grow.
What You’ll Own
Opportunity Follow-Up
* Track open opportunities, proposals, conversations, and next steps
* Make sure prospects and clients receive timely follow-up
* Draft personalized follow-up emails and LinkedIn messages
* Remind me when my involvement is needed
* Maintain a clear list of active opportunities and priorities
Lead Development
* Find useful articles, company updates, and other reasons for outreach
* Help create personalized messages that don’t sound automated
* Track replies, conversations, and meetings generated
LinkedIn and Social Outreach
* Help manage a consistent LinkedIn outreach schedule
* Draft connection requests, comments, direct messages, and follow-ups
* Identify posts and conversations where I should engage
* Repurpose my ideas into short LinkedIn content
* Maintain my voice rather than producing generic AI-written content
* Track outreach activity and results
Sales Administration
* Keep CRM and prospect records current
* Organize notes, tasks, contacts, and follow-up dates
* Maintain simple reports showing activity, responses, meetings, and opportunities
What Success Looks Like
* No qualified opportunity gets lost because of poor follow-up
* I have a clear weekly view of open opportunities and next steps
* New prospects are researched and added consistently
* LinkedIn and email outreach happens every week
* Messages sound personal, relevant, and professional
* I spend more time consulting, training, and talking with clients
Ideal Background
* At least three years of experience in sales support, business development, lead generation, executive assistance, or sales operations
* Experience supporting a consultant, founder, salesperson, or small professional-services business
* Strong written English and professional judgment
* Experience with LinkedIn and preferably LinkedIn Sales Navigator
* Experience with CRM systems, spreadsheets, email, and Microsoft 365
* Comfortable researching companies and senior business leaders
* Able to work independently and manage competing priorities
* Familiarity with financial services is helpful but not required
Working Style
You’ll be a strong fit if you:
* Take ownership instead of waiting for detailed instructions
* Follow through reliably
* Write clearly and concisely
* Understand the difference between thoughtful outreach and spam
* Ask good questions
* Can learn my voice and working style
* Handle client and prospect information carefully
* Are comfortable receiving direct feedback
Schedule and Engagement
* 5–10 hours per week
* Flexible schedule, but work should be spread across at least three days
* Hourly contract
* Initial 30-day paid trial
* Potential for an ongoing relationship and expanded responsibilities
Pay: $20.00 - $29.81 per hour
Benefits:
- Flexible schedule
- Paid training
Work Location: Remote
