Remote Sales Executive Assistant

Remote Sales Executive Assistant

The Remote Sales Executive Assistant (SEA) is responsible for maximizing the effectiveness of the Sales Executive by managing pipeline hygiene, follow-up, scheduling, CRM accuracy, and sales execution support. This role is not a closer; it is a leverage role designed to remove friction, protect selling time, and ensure nothing falls through the cracks.

Our Core Values

• Be Great: Always exceed expectations
• Good Vibes: Bring positive energy
• Curious: Seek solutions
• Hustle: Act fast, think smart
• Poised: Thrive under pressure
• Defender: Always have each other’s backs
• Extreme ownership: No excuses, just results

About Us

Elevate Teams is a fast-paced US recruitment company that helps independent insurance agencies across the US to grow their teams by providing them with pre-trained virtual assistants. We support their back-office operations so they can better serve their customers and ultimately grow their agencies. We provide our teammates (bilingual professionals in South America) with long-term, work-from-home placements with our clients as remote insurance assistants.

Duties and Responsibilities

• Sales Support & Execution:
  • Manage sales calendars, scheduling consultations, interviews, and follow-ups
  • Review all daily and weekly agendas for the Sales Executive to ensure accuracy
  • Ensure all post-call follow-ups are sent within 24 hours
  • Coordinate candidate presentations, contracts, and onboarding handoffs
• CRM & Pipeline Management (Zoho CRM):
  • Maintain accurate CRM records for all leads and deals
  • Update deal stages, notes, tasks, and next steps after every interaction
  • Monitor pipeline health and flag stalled or at-risk deals
  • Ensure EOS scorecard metrics are up to date and meet all deadlines
• Proposal & Documentation Support:
  • Work with the marketing department to get customized proposals, pricing sheets, and decks
  • Track contract statuses, expirations, and handle follow-ups
• Reporting & Metrics:
  • Daily and weekly sales activity reports
  • Pipeline summaries for L10 meetings
  • Track appointments booked, held, and conversion rates
  • Track interviews had, closed, and conversion rates
  • Report lead sources and look for patterns to duplicate
• Cross-Team Coordination:
  • Coordinate with Marketing on campaigns
  • Work closely with Client Success on gathering all data for Replacement VAs
  • Ensure smooth transitions from sale → placement
  • Track open action items and follow-ups

Requirements

• Advanced English proficiency (C1/C2 level required)
• 3+ years supporting sales, executives, revenue teams, or in an account management role
• PLUS: Executive Assistant experience
• Strong written and verbal communication
• Highly organized, detail-oriented, and proactive
• Able to multi-task and prioritize urgent tasks that might come up last minute
• Comfortable working in CRMs (Zoho preferred)
• Fast-paced, execution-driven mindset
• Familiarity with EOS/Traction is a plus

What We Offer

• Competitive monthly compensation: $1,400–$1,650 USD monthly (based on experience)
• Join a fast-growing, people-first team during an exciting growth stage
• Clear onboarding, tools, and coaching you’re set up to win from day one
• Real growth opportunities as the team expands
• EOS-driven environment (clarity, structure, no chaos)
• Fully remote, supportive culture with good energy and ownership

Key skills/competency

• Sales Support
• CRM Management
• Zoho CRM
• Scheduling
• Pipeline Management
• Executive Assistance
• Communication Skills
• Organizational Skills
• Sales Reporting
• EOS/Traction