Lead Follow-Up & CRM Specialist

TBD (6Hours/Daily)
Key Responsibilities

- Send emails to leads and conduct consistent follow-ups based on the assigned process.

- Monitor and manage leads throughout the sales process.

- Keep lead information, activities, and follow-up statuses updated in HubSpot.

- Use HubSpot to send emails, manage contacts, and track lead activity.

- Monitor performance, follow-up activities, and lead engagement.

- Ensure leads are followed up with on time and according to the required schedule.

- Maintain accurate CRM records and organize lead information.

- Communicate professionally with leads and respond to inquiries when needed.

- Provide updates on lead activity, follow-ups, and overall performance.

- Identify leads that require additional follow-up or attention.

- Support other administrative or personal assistant tasks related to lead management when needed.

Qualifications
Required Qualifications

- Previous experience in lead follow-up, sales support, appointment setting, virtual assistance, or a similar role .

- Experience with email outreach and lead nurturing .

- Hands-on experience using HubSpot or a similar CRM .

- Strong organizational and time-management skills.

- Excellent written and verbal communication skills.

- Ability to manage multiple leads and follow-up tasks without constant supervision.

- Detail-oriented and consistent with updating CRM records.

- Proactive and able to identify tasks that need to be completed without waiting for instructions.

- Comfortable monitoring activity and performance metrics.

Preferred Qualifications

- Experience working as an SDR, Sales VA, Lead Generation VA, or Personal Assistant .

- Experience with HubSpot workflows, email sequences, or lead tracking.

- Familiarity with sales pipelines and lead qualification.

- Experience working with US-based clients or sales teams.

- Strong understanding of professional email communication.

Ideal Candidate

The ideal candidate is someone who is organized, reliable, proactive, and comfortable managing leads independently . They should be able to balance administrative responsibilities with sales-related tasks, communicate professionally with prospects, and make sure every lead receives the appropriate follow-up.

This is not strictly a cold-calling SDR role. The position is more focused on email outreach, lead follow-up, CRM management, performance tracking, and administrative support .

Originally posted on Himalayas