ROLE GUIDE
Sales Virtual Assistant.
Protect selling time and keep every opportunity moving.
A Sales VA supports the commercial process through prospect research, CRM administration, meeting coordination and structured follow-up.
Discuss this roleCORE RESPONSIBILITIES
01Lead and account research
02CRM hygiene
03Prospect follow-up administration
04Meeting booking
05Pipeline reporting
06Proposal and document coordination
TYPICAL TOOLS
HubSpotSalesforceApolloLinkedInGoogle WorkspaceCalendlyEXAMPLE OUTPUTS
✓ Cleaner CRM records
✓ Prepared prospect lists
✓ Faster administrative follow-up
✓ Current pipeline reports
RECOMMENDED CAPACITY
Forty hours can support one contained workflow. Eighty or 150 hours suits broader pipeline ownership.
Compare capacity optionsDIRECT ANSWERS
Questions about this role
Can a Sales VA close deals?
A Sales VA usually protects the salesperson's time by owning research, systems and coordination. Closing responsibility depends on the role design and candidate experience.
What should a Sales VA manage first?
Start with the recurring work most likely to delay revenue activity, such as CRM updates, research, scheduling and follow-up administration.