Job Description
This is a remote position.
We’re looking for a highly organized and proactive Sales Admin Specialist to support a fast-paced speaking and consulting business. In this role, you’ll manage lead outreach, CRM tracking, appointment setting, contract preparation, and travel logistics. You’ll work closely with tools like Zoho CRM and SpeakerFlow while helping drive sales and client engagement.
This is an ideal role for someone who thrives in a detail-driven environment, enjoys managing high-volume pipelines, and can anticipate needs before they arise.
Key Responsibilities
1. Lead Prospecting & Outreach
- Manage monthly lead lists (300–400 new leads) using Diamond Intel Engine
- Source contact and conference details; enter new leads into SpeakerFlow CRM
- Launch email cadences to drive interest and speaking engagements
- Fill out Request for Presenter forms for leads not routed through meeting planners
- Track all lead activity using Zoho CRM's Kanban board
2. CRM Management & Reporting
Maintain data accuracy and cleanliness in Zoho CRM and SpeakerFlowMonitor lead stages, follow-ups, and outreach progressionGenerate weekly reports on pipeline activity and engagement3. Appointment Setting
Send follow-up and cadence emails using provided templates (with custom edits)Respond to inquiries, qualify prospects, and schedule Zoom / phone appointmentsMeet a target of 8+ qualified appointments / month4. Sales Admin & Client Communications
Prepare and send professional client contracts using CanvaEnter and update client data, call notes, and sales activity in CRMSupport other administrative sales tasks as needed5. Travel & Logistics Coordination
Book airfare, hotel, car rentals, and ride shares for speaking engagementsCoordinate with the executive on preferences and schedulesEnsure all travel arrangements are accurate and timely6. Additional Support (As Needed)
Assist with LinkedIn outreach and basic profile updatesHelp promote webinars and handle light social media postingSupport low-volume email campaigns or other marketing tasksRequirements
Must-Have Skills & Experience
Proven experience in sales admin or appointment setting rolesStrong written communication and professional email etiquetteFamiliarity with Zoho CRM (strongly preferred)Experience using SpeakerFlow or similar CRM toolsHigh attention to detail, especially in CRM management and data entryProactive, solution-oriented mindset — takes ownership of tasksOrganized and capable of juggling multiple tasks and timelinesPreferred Experience
Background supporting speakers, coaches, or consultantsCanva proficiency for contract / document formattingUnderstanding of U.S. business communication normsPrevious experience with travel coordination and logisticsResults-driven approach to appointment setting and outreachBenefits
Employee Benefits
Health and Wellness : Comprehensive HMO coverage for you and your dependents.Security and Peace of Mind : Group Life Insurance Benefit to safeguard your future.Financial Flexibility : Virtual Credit Card for added convenience and purchasing power.Work-Life Balance : Generous Paid Leaves to recharge and prioritize personal time.Government Benefits : Full support for required government benefits.Supplemental Pay Types
13th Month Salary : A festive bonus to celebrate the year’s hard work.Overtime Pay : Compensation for your extra effort and time.Night Differential : Additional pay for working late hours or shifts.Incentives : Performance-based incentives to reward your contributions and achievementsRequirements
Job Title : Sales Administration Support Employment Type : Full-Time
