Posted May 21, 2026 44 views
A Leading Self-Storage Technology Company is looking for a highly organized and proactive Sales Research & Planning Assistant to support the sales and onboarding operations team remotely.
This role is ideal for someone who thrives in structured, detail-oriented work and enjoys keeping systems, follow-ups, and client onboarding processes organized and moving efficiently. The selected candidate will help reduce administrative workload from the sales leadership team by managing CRM organization, onboarding coordination, meeting preparation, client research, and internal follow-up activities.
This is not a general virtual assistant role. The ideal candidate should have strong sales-support, CRM management, research, and coordination experience, along with excellent English communication skills.
Responsibilities
Key Responsibilities
- Track client onboarding progress from initial demo through completed training and active facility posting.
- Clean, organize, and maintain CRM records, including tasks, leads, duplicate records, stale data, missing information, and priority updates.
- Prepare meeting briefs by researching clients, updating CRM details, and identifying relevant LinkedIn profiles and contact information.
- Monitor emails and support requests, respond to simple inquiries where appropriate, and escalate issues when required.
- Coordinate with internal sales and onboarding teams to identify communication gaps and ensure smooth onboarding progress.
- Manage conference attendee lists, lead research, LinkedIn outreach preparation, post-event CRM updates, and trade show coordination tasks.
- Ensure important client files and images shared through communication channels are properly backed up and documented.
- Monitor calendars and prepare practical daily task and priority lists for management.
- Maintain organized spreadsheets, trackers, notes, and follow-up systems.
Required Skills & Qualifications
- Excellent written and verbal English communication skills.
- Strong experience with CRM systems such as Close.com, HubSpot, Salesforce, Zoho, Pipedrive, or similar platforms.
- Advanced proficiency in Excel or Google Sheets.
- Experience with LinkedIn research and lead/contact research.
- Strong organizational skills with attention to detail.
- Ability to manage multiple follow-ups and tasks simultaneously.
- Comfortable working independently in a remote environment without constant supervision.
- Strong follow-up discipline and proactive communication style.
- Ability to work fixed Eastern Time hours consistently.
Preferred Candidate Background
Candidates with experience in the following roles are strongly preferred:
- Sales Support Assistant
- Sales Coordinator
- CRM Coordinator
- Virtual Assistant supporting sales or executives
- Customer Onboarding Assistant
- Client Success Assistant
- Customer Support Specialist
- Lead Generation Assistant
- Executive Assistant with CRM or sales support exposure
Experience in SaaS, B2B services, online marketplaces, onboarding support, implementation support, appointment setting, or event/conference coordination is considered a strong advantage.
Preferred Skills
- CRM cleanup and database management
- Email and calendar management
- Client onboarding coordination
- Research and reporting
- Lead management and tracking
- Remote work discipline and responsiveness
Skills
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