Sales Pipeline Support: Lead sourcing, CRM management, lead qualification, pipeline tracking, follow-up sequences, appointment setting, outbound outreach
Client Success & Retention: Onboarding support, customer follow-ups, issue resolution, satisfaction management, upselling, re-engagement
Executive & Admin Support: Calendar management, inbox management, scheduling, data entry, documentation, task coordination, reporting
Customer Service: Multi-channel support (phone, email, live chat), escalation handling, de-escalation, billing assistance, technical support
Operations Support: CRM record maintenance, workflow documentation, process improvement, multi-task management, remote team coordination
Tools & Platforms: HubSpot CRM, Close CRM, -----------, LinkedIn Sales Navigator, ZoomInfo, Lusha, ContactOut, Google Workspace, Microsoft Office, Outlook, Teams, Slack, Zoom, Calendly, RingCentral, Twilio, 3CX, -----------, Canva