Full-Time Virtual Sales Assistant – Field Appointment Coordinator (Outbound Calls

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TYPE OF WORK

Full Time

SALARY

$640+

HOURS PER WEEK

40

DATE UPDATED

Aug 8, 2025

JOB OVERVIEW

We are seeking a reliable and detail-oriented Virtual Sales Assistant to support our field-based Account Manager by making outbound calls and scheduling in-person sales appointments across assigned territories. Our firm represents eight or more manufacturers, and many prospects may be interested in multiple product lines. However, each manufacturer requires segmented and confidential lead reporting.

This role demands excellent phone skills, experience with Monday.com CRM, and strong organizational abilities to cluster appointments geographically and align them with the Account Manager’s travel calendar. You'll work independently but collaboratively to ensure efficient routing and clean reporting.

Key Responsibilities:
Make daily outbound calls to prospects and schedule in-person appointments

Use Monday.com CRM to manage and organize leads by manufacturer, product line, and territory

Ensure complete data separation between manufacturers, even if a prospect is interested in multiple lines

Schedule appointments based on geographic proximity to reduce travel time and increase efficiency

Coordinate meetings with awareness of the Account Manager’s regional travel schedule

Track activity history, meeting outcomes, and follow-ups in Monday.com

Send confirmations, reminders, and reschedule communications as needed

Generate manufacturer-specific reports summarizing booked appointments and pipeline activity

Re-engage open or aging leads based on future travel dates or new product availability

Requirements:
Must be available to work full-time (40 hours/week) during U.S. Eastern Time (ET) business hours

Prior experience making outbound calls and scheduling in-person sales meetings

Proficiency in Monday.com CRM — including boards, automations, filters, and dashboards

Ability to organize appointments by proximity (zip code, city, region)

Excellent English communication skills (written and verbal)

Self-motivated, detail-oriented, and able to manage complex lead flows across multiple manufacturers

High integrity — required to uphold strict confidentiality across segmented product lines

Bonus Skills:
Industry experience with fiber optic network materials or telecom-related infrastructure

Experience supporting multi-line sales reps, distributors, or manufacturer rep firms

Familiarity with route planning tools like Google Maps, Route4Me, or Badger Maps

Ability to generate and present custom CRM reports for different stakeholders

Compensation:
$4.00 USD per hour (40 hours/week)

Discretionary bonuses based on performance, appointment quality, and reporting accuracy

To Apply:
Please submit your resume and a brief message highlighting your experience with Monday.com CRM, outbound calling, appointment setting, and any relevant experience in fiber optics or field-based sales support.

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