WFH Sales and Operations Assistant

Client Overview

Our client is a biblical business growth strategy and development firm that helps founders, CEOs, and service-based businesses eliminate revenue constraints by improving positioning, sales systems, operations, and strategic clarity.

We combine biblical wisdom with practical business strategy to help clients build with order, excellence, and sustainable growth.

We are looking for a highly organized, proactive, systems-minded team member who can support sales outreach, client communication, operations, content execution, and backend systems.

This is not a basic administrative assistant role.

This is a hybrid sales, operations, and client support role for someone who can think clearly, communicate professionally, and execute with excellence.

Position Overview

The Sales, Operations & Client Success Coordinator will support day-to-day business operations, outbound sales activity, CRM management, client coordination, content scheduling, course setup, and administrative systems.

The ideal candidate is dependable, detail-oriented, tech-comfortable, organized, and able to manage multiple priorities without needing constant supervision.

Schedule: Part-time, 20 hours per week (flexible schedule), Central Time Zone (Madison, Alabama based client)

Key Responsibilities

• Conduct outbound cold calls to prospective clients and business contacts
• Make follow-up calls to warm leads, referral partners, and current clients
• Schedule discovery calls, strategy calls, and client meetings
• Attend Zoom calls with prospects when needed to support discovery, note-taking, follow-up, and appointment coordination
• Conduct professional outreach and virtual meetings utilizing phone, email, LinkedIn and Zoom
• Maintain accurate CRM records, including call notes, lead status, next steps, and follow-up reminders
• Support lead tracking, prospect organization, and sales pipeline updates
• Assist with client follow-up before and after calls
• Help ensure no lead, client, or opportunity falls through the cracks

• Assist with onboarding new clients into the appropriate systems and portals
• Organize client folders, documents, resources, and communication threads
• Help track client tasks, deliverables, deadlines, and next steps
• Support current client communication and service coordination
• Upload and organize client resources, worksheets, recordings, and training assets
• Assist with preparing client-facing materials as needed

• Maintain internal systems, workflows, and task management platforms
• Help organize SOPs, digital files, team documents, and master assets
• Support project coordination and task tracking
• Assist with system updates, data entry, and process documentation
• Help maintain CRM, client portals, and operational dashboards
• Create and update workflows so recurring tasks are easier to repeat and delegate
• Communicate clearly when something is missing, delayed, unclear, or needs attention

• Create branded social media graphics using Canva or similar tools
• Schedule approved social media posts across platforms
• Repurpose podcast content into simple graphics, quote cards, captions, and promotional assets
• Assist with podcast-related content scheduling and organization
• Support LinkedIn engagement, including basic commenting, connection management, and visibility-building activities
• Help maintain a simple content calendar
• Create or format marketing brochures, flyers, lead magnets, and client collateral
• Ensure all content stays visually aligned with the brand

• Assist with creating and organizing online course materials
• Upload lessons, worksheets, videos, and training assets into course platforms
• Format training materials for clients and internal use
• Create and edit PowerPoint presentations
• Help organize client training resources, tutorials, and implementation materials
• Support the setup of online learning experiences and resource libraries

• Experience with outbound calling, appointment setting, or sales support
• Comfortable speaking with prospects by phone and on Zoom
• Strong written and verbal English communication skills
• Experience with CRM and project management platforms
• Familiarity with Canva, PowerPoint, Google Workspace, social media scheduling tools, and online course platforms
• Ability to learn new software quickly
• Experience supporting coaches, consultants, executives, agencies, or service-based businesses preferred
• Strong attention to detail and follow-through
• Ability to manage deadlines and shifting priorities

• Organized and systems-minded
• Confident making phone calls
• Professional on Zoom
• Reliable and responsive
• Proactive and resourceful
• Detail-oriented
• Strong communicator
• Calm under pressure
• Able to follow instructions and improve processes
• Comfortable asking questions when clarity is needed
• Able to protect confidential business and client information
• Values excellence, integrity, and accountability

• Remote position
• Part-time to start, approximately 20 hours per week
• Must be available during agreed business hours for calls, meetings, and client/prospect communication
• Long-term opportunity based on performance, reliability, and business needs

What Success Looks Like

The right person will help create more order, consistency, and follow-through across the business.

Success in this role means:

• Prospects are contacted and followed up with consistently
• Calls and meetings are scheduled accurately
• CRM records are clean and updated
• Client materials are organized and easy to find
• Social media content is scheduled on time
• Projects and tasks move forward without constant reminders
• Systems become easier to manage, not harder
• Communication is clear, timely, and professional

To Apply

Please submit:

• Resume
• Brief video introduction
• Examples of graphics, presentations, or marketing materials if available
• List of software and tools you have used
• Internet speed test screenshot
• Examples of sales, CRM, operations, or client support experience

Please include the phrase:

“Built with order and excellence”

in your application so we know you read the full description.

Software & Platforms We Use

Candidates should be comfortable learning and working within various business, sales, marketing, project management, and content platforms, including:

• Jumppl
• SuiteDash
• Nifty
• Clodura.ai

• Canva
• VBOUT
• Encharge
• Mailchimp
• SendFox
• LinkedIn
• YouTube
• Riverside
• Castmagic
• Vadoo TV
• Headliner
• Pictory
• Opus Clip
• Captions

• WordPress
• Thrive Themes
• Thrive Apprentice
• Graphy
• Thrive Quiz Builder
• Uncanny Automator
• ThriveCart

• Google Workspace
• Zoom
• Gmail
• Google Drive
• Google Docs
• Google Sheets
• PowerPoint
• Slack (if needed)

• Zoho Books
• Zoho Payroll
• Stripe
• PayPal

• HostGator
• GoDaddy

Candidates do not need to know every platform listed, but must be tech-comfortable, resourceful, and able to quickly learn and adapt to new systems.

Steady freelance job

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.