销售开发与预约设置虚拟助理
Sales Development & Appointment Setting VA
公司简介
一家美国软件公司（总部位于加利福尼亚，设有佛罗里达和澳大利亚办事处），为活动管理人员开发软件。他们的产品面向企业级活动管理市场进行B2B销售。
职位简介
客户正在招聘一名全职销售和预约设置专员，负责推动外部销售接触，管理CRM，并为联合创始人安排合格的会议以促成交易。该职位在生成销售线索方面起着核心作用，需要能够快速行动、独立工作，并使用AI工具高效工作，而不是手动操作。
主要职责
- 进行外部销售接触和跟进，与目标B2B企业客户（活动管理人员）预约会议/演示
- 管理和维护CRM（HubSpot或同等系统），保持记录、销售漏斗阶段和跟进信息的更新
- 使用AI辅助销售工具（数据丰富、GTM/意图/信号软件）来提高效率，而不是手动输入数据
- 每天至少完成30次以上的外部电话/接触
- 每月至少安排10次预约会议/演示
- 从提供的潜在客户列表和CRM数据中工作，同时在需要时主动自行获取客户资源，而不是等待被分配客户
- 参加每周团队会议，根据需要灵活调整时间，当创始人处于不同时区（如澳大利亚）时可偶尔在正常工作时间外开会
技能与工具
- 3–4年以上B2B销售、预约设置或SDR/BDR相关经验
- 必须具备：熟练使用HubSpot（或其他CRM系统，前提是候选人是真正的顶级用户）
- 熟练使用AI工具加速销售接触和CRM数据录入（例如使用AI辅助表单填写，而非手动复制粘贴）
- 具有销售数据丰富、GTM或买家意图/信号软件经验者优先
- 英语口语和书面表达能力强
• 自我驱动、富有创造力且能解决问题
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最初发布于Himalayas
查看英文原文
Company Overview
A US-based software company (headquartered in California, with a presence in Florida and Australia) building software for event managers. Their product is sold B2B into the enterprise event management space.
Role Overview
The client is hiring a full-time sales and appointment setting specialist to drive outreach, manage the CRM, and book qualified meetings for the co-founder to take to close. The role is central to pipeline generation and needs someone who can move fast, work independently, and use AI tools to work efficiently rather than manually.
Key Responsibilities
• Run outbound sales outreach and follow-ups to book meetings/demos with target B2B enterprise prospects (event managers)
• Manage and maintain the CRM (HubSpot or equivalent), keeping records, pipeline stages, and follow-ups current
• Use AI-assisted sales tools (enrichment, GTM/intent/signal software) to work efficiently rather than manually entering data
• Hit a minimum activity target of 30+ outbound calls/touches per day
• Deliver a minimum of 10 booked appointments/demos per month
• Work from provided lead lists and CRM data, while also proactively self-sourcing when needed rather than waiting to be handed leads
• Join a weekly team meeting, with flexibility to occasionally meet outside normal working hours when the founders are in a different time zone (e.g. Australia)
Skills & Tools
• 3–4+ years of experience in B2B sales, appointment setting, or SDR/BDR roles
• Must-have: strong, hands-on fluency in HubSpot (or another CRM, provided the candidate is a true top-tier user)
• Comfortable and fluent using AI tools to speed up outreach and CRM data entry (e.g. AI-assisted form-filling vs. manual copy/paste)
• Experience with sales enrichment, GTM, or buyer-intent/signal software is a strong plus
• Strong spoken and written English communication
• Self-driven, resourceful, and c
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