CRM and Sales Support
Decentralized Masters
- Cancún, QRoo.
- Permanente
- Tiempo completo
- Enter and update new lead information in the CRM system
- Assign leads to the appropriate team members based on defined criteria
- Merge and clean duplicate contact records
- Reassign leads that are not being followed up on
- Ensure all lead records are complete and accurate
- Record daily sales activity metrics (calls, conversations, appointments set)
- Maintain and update performance dashboards and spreadsheets
- Track the movement of leads through different stages of the sales process
- Send daily summaries and updates to team leads
- Perform routine checks of CRM data to ensure accuracy
- Identify and correct missing or inconsistent lead data
- Support monthly data audits to ensure clean reporting
- Monitor team channels (primarily Slack) and assist with lead-related requests
- Support appointment setters and sales reps with lead follow-ups
- Keep internal communication logs and trackers up to date and organized
- Launch follow-up sequences for older leads who haven’t responded
- Monitor high-priority leads and ensure they are being engaged
- Native English speaker (or at least professional level)
- Must be available in EST time zone
- Experience in sales
- Hubspot knowledge and experience
- Prior experience working with a CRM (HubSpot strongly preferred)
- Strong written and verbal communication skills in English
- Comfortable using tools such as Slack, Google Sheets, and spreadsheets
- Highly organized and process-oriented
- Detail-focused with strong follow-through
- Able to work independently with minimal supervision
- Experience working as a virtual assistant or in a remote operations role
- Weekend availability is a must
- Competitive Salary
- Fully Remote
- Team Trips