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Role Description

As a Sales Executive, you will be responsible for managing leads, supporting sales conversations, coordinating appointments, and assisting in moving prospects through the pipeline.

• This role requires confidence, strong communication skills, and the ability to handle sales interactions professionally.
• While this is not a high-pressure closing role, you are expected to contribute directly to pipeline growth and sales performance.
• This position requires availability during Pacific Standard Time (PST) business hours and a minimum English proficiency level of B2 (Upper-Intermediate).

Key Responsibilities

• Lead Management & Appointment Setting
  • Schedule appointments for warm leads and confirm attendance.
  • Follow up with prospects via email, phone, and CRM systems.
  • Maintain consistent communication to move leads through the pipeline.
  • Ensure timely follow-ups and proper tracking of opportunities.
• Sales Coordination & Client Communication
  • Assist in preparing proposals, quotations, and follow-up materials.
  • Respond to inquiries and provide accurate product/service information.
  • Coordinate between sales representatives and prospects when needed.
  • Maintain professional and persuasive communication at all times.
• CRM & Pipeline Management
  • Log all interactions in CRM platforms (HubSpot, Pipedrive, Salesforce, etc.).
  • Update lead statuses and track pipeline progress.
  • Maintain organized and accurate sales records.
  • Support reporting on pipeline activity and performance metrics.
• Lead Generation & Research
  • Conduct prospect research to identify potential new leads.
  • Assist with outbound outreach initiatives.
  • Support database management and segmentation.
• AI & Sales Process Optimization
  • Utilize AI tools (e.g., ChatGPT or similar platforms) to draft outreach emails, follow-ups, summaries, and call scripts.
  • Assist in automating repetitive sales tasks and follow-up sequences.
  • Identify opportunities to improve workflow efficiency and response rates.

Qualifications

• Minimum English proficiency: B2 (Upper-Intermediate).
• Availability during PST business hours.
• Previous experience in sales, appointment setting, telemarketing, or sales support.
• Strong written and verbal communication skills.
• Comfortable using CRM platforms and productivity tools.
• Detail-oriented, organized, and accountable.
• Ability to manage multiple tasks and deadlines in a remote environment.
• Comfortable leveraging AI tools to improve productivity.

Preferred Qualifications

• Experience working with U.S.-based clients.
• Bilingual (English + Spanish) is a plus.
• Basic understanding of sales funnels and pipeline management.
• Familiarity with structured sales scripts or call frameworks.
• Experience in customer service or client-facing roles.

Tools You May Use

• CRM platforms (HubSpot, Pipedrive, Salesforce, etc.)
• Google Workspace
• Slack, Zoom, Microsoft Teams
• Scheduling tools (Google Calendar, Teams)
• Canva (for simple visuals if needed)
• AI tools for drafting and workflow optimization

Benefits

• Fully remote work environment
• Exposure to diverse industries and clients
• Paid training and ongoing support
• Opportunities for career progression in sales
• Performance-based incentives and recognition