Virtual Assistants / Sales & Growth Support
Consistent follow-up and pipeline support that keeps opportunities moving.
CRM, lead follow-up, proposals, marketing, and business development. Support can be scoped around the work your team needs done — from day-to-day follow-up and coordination to senior specialists, managers, and consultants. The roles below are starting points; responsibilities and seniority can be tailored to your workflow, software stack, and internal team structure.
Role Levels
Coordination
Organizes recurring work, documentation, follow-up and day-to-day execution.
Specialist
Brings focused functional or technical expertise to a specific workflow.
Senior
Owns more complex work independently and supports higher-level decision making.
Management
Leads a function or operating process and coordinates work across teams.
Consultant
Provides advisory support, process design, improvement and strategic guidance.
Roles available in this area
Coordination
Appointment Setter
Contacts qualified prospects, coordinates calendars and schedules discovery calls or sales meetings.
Proposal Coordinator
Prepares proposals, qualification packages, company information, resumes, project sheets and submission documents.
Bid Coordinator
Tracks bid opportunities, deadlines, invitations, required documents and internal bid preparation.
Marketing Coordinator
Supports campaigns, website updates, content calendars, social media, email marketing and marketing administration.
Client Relationship Coordinator
Maintains client communications, tracks follow-ups, gathers feedback and supports relationship-building efforts.
Partnerships Coordinator
Researches and develops relationships with referral partners, vendors, associations and strategic partners.
Specialist
Lead Generation Specialist
Researches prospective clients, builds lead lists, qualifies opportunities and keeps prospect information organized.
Sales Development Representative (SDR)
Conducts outbound outreach, qualifies leads, follows up with prospects and schedules sales conversations.
Business Development Representative (BDR)
Develops new opportunities through outreach, relationship building, research and pipeline development.
CRM Administrator
Maintains CRM data, pipelines, fields, workflows, dashboards, permissions and reporting.
CRM & Sales Operations Specialist
Improves CRM processes, pipeline tracking, automation, lead routing, reporting and sales-team workflows.
Sales Operations Analyst
Analyzes pipeline, conversion rates, sales activities, forecasts and performance trends.
Lead Follow-Up Specialist
Manages consistent follow-up with inquiries, prospects, previous clients and open opportunities.
Construction Marketing Specialist
Develops marketing content and campaigns specifically for contractors, AEC firms and related businesses.
Content Marketing Specialist
Creates articles, case studies, project profiles, newsletters, social content and educational material.
Email Marketing Specialist
Builds email campaigns, sequences, newsletters, segmentation, automation and performance reporting.
SEO & Website Content Specialist
Improves website content, service pages, local SEO, keyword targeting and search visibility.
Senior
Senior Business Development Specialist
Handles higher-value prospects, strategic outreach, partnerships and opportunity development.
Senior Proposal Specialist
Leads complex proposals, RFQs, RFP responses, content development, compliance reviews and submission coordination.
Management
Business Development Manager
Manages business-development activities, pipeline strategy, outreach processes and opportunity tracking.
Sales Operations Manager
Establishes sales processes, CRM standards, reporting, pipeline management and operational controls.
Client Success Manager
Maintains ongoing client relationships, monitors satisfaction, identifies needs and coordinates service delivery.
Consultant
Growth Strategist
Reviews marketing and sales performance and develops strategies for pipeline, positioning, acquisition and retention.
Business Development Consultant
Helps leadership improve positioning, lead generation, sales processes, pipeline management and growth strategy.
Role scopes above are illustrative. Specific responsibilities, availability, experience levels, and required credentials vary by engagement and should be confirmed during scoping.
Not sure which role fits?
Tell us where your pipeline is falling through — we'll help you scope the right role and level.