Virtual Assistant I Cold Caller I Appointment Setter

Respond to customer inquiries and messages via chat promptly and accurately. Provide assistance and solutions to customer problems or concerns. Utilize product knowledge and resources to effectively address customer needs. Document customer interactions and maintain accurate records of inquiries and resolutions.

Manage and maintain the individual's calendar, scheduling appointments, meetings, and events as needed. Coordinate travel arrangements, including booking flights, accommodations, transportation, and creating itineraries. Handle correspondence, including phone calls, emails, and mail, and respond or redirect as appropriate. Organize and maintain files, documents, and records, both physical and digital, ensuring easy retrieval and accessibility. Prepare and edit documents, presentations, and reports as requested.

Answer phones, take messages, and route calls to appropriate individuals. Assist with scheduling appointments, meetings, and conferences, and coordinate calendars as needed. Prepare and distribute correspondence, memos, reports, and other documents. Maintain and organize files, records, and databases, ensuring accuracy and accessibility. Process incoming and outgoing mail, including sorting, distributing, and preparing packages. Assist with basic bookkeeping tasks, such as invoicing, expense tracking, and data entry.

Make outbound calls to leads provided by the company or generated through prospecting efforts. Engage prospects in conversations to assess their needs, qualify them as potential customers, and identify decision-makers. Schedule appointments, product demonstrations, or consultations for the sales team based on prospect availability and interest. Follow up with prospects who have expressed interest but have not yet scheduled appointments.

Initiate outbound calls to prospects using provided contact lists or databases. Qualify leads based on predetermined criteria and identify potential sales opportunities. Schedule appointments, product demonstrations, or follow-up calls for sales representatives. Handle objections and address concerns raised by prospects in a professional and persuasive manner. Accurately record and maintain detailed records of call outcomes, including lead information and call notes, in the CRM system.

Input data into electronic databases, spreadsheets, and other digital platforms with precision and efficiency. Organize and maintain electronic and physical files, ensuring easy retrieval and accessibility of information. Assist with administrative tasks such as typing, copying, scanning, and filing documents as needed.

Maintain project files, records, and documentation, ensuring accuracy and accessibility for team members. Track project progress, milestones, and deliverables, and report updates to project managers as needed.

Listen attentively to customer inquiries, concerns, and feedback. Provide accurate and helpful information to address customer questions or issues. Resolve customer complaints or escalate complex issues to appropriate departments. Process orders, returns, or exchanges over the phone as needed.

Conduct online research using search engines, databases, and other digital resources to gather information on specific topics or subjects.