Sales and Operations Virtual Assistant

The ideal candidate has a strong phone presence, thrives on ownership, and has experience in cleaning or a related home/field-services environment.

Key Responsibilities:

• Handle inbound calls and capture lead details accurately
• Book, confirm, and reschedule appointments to keep the calendar full and organized
• Manage and maintain the CRM, ensuring all customer records and pipeline stages are up to date
• Make outbound cold calls to prospective customers to generate new bookings
• Plan and send email marketing campaigns to nurture and convert leads
• Follow up with leads and customers to confirm details and reduce no-shows
• Provide day-to-day operational support to keep intake and scheduling running smoothly
• Track activity and report on bookings, follow-ups, and outreach results

Mandatory Skills:

• Experience in cleaning services or an adjacent home/field-services business
• Strong phone presence with confident, clear, and professional verbal communication
• Proficiency with CRM and booking systems (Booking Koala experience strongly preferred)
• Comfortable with both inbound customer handling and outbound cold calling
• Dependable, detail-focused, and able to work independently
• Strong communication skills, both spoken and written
• Self-starter who can take ownership of intake and booking processes

Preferred Skills:

• Hands-on experience with Booking Koala specifically
• Background in appointment setting or sales support
• Experience running email marketing campaigns
• Familiarity with lead generation and outbound prospecting
• Ability to manage multiple priorities at once
• Comfort building and following SOPs for intake and scheduling

If you're a confident communicator who likes owning results, you'll thrive here.