Sales & Lead Generation Specialist | 10+ Years of Experience in Appointment Setting, CRM & Client Acquisition

As a Sales Specialist at Virtual Rockstar, I play a key role in driving growth by guiding prospective clients through a consultative discovery process and ensuring a seamless transition from initial conversation to successful partnership.

Key Responsibilities & Impact:

Lead high-value discovery calls using a structured, consultative framework (GUIDE model) to uncover business pain points, clarify goals, and assess fit

Translate client needs into clear, actionable next steps, aligning solutions with operational and growth objectives

Own pipeline management by accurately tracking activity, deal stages, and follow-ups in Zoho CRM to maintain forecast visibility and momentum

Coordinate post-discovery workflows, including sending Duties Forms, clarifying scope, and preparing accounts for smooth handoff to Partner Success

Maintain performance metrics and reporting through discovery call stat tracking to support data-driven decision-making

Proactively manage follow-up strategies to keep opportunities warm, engaged, and progressing through the funnel

Collaborate cross-functionally with Operations, Partner Success, and Leadership to ensure alignment, accountability, and an exceptional client experience

Serve as a trusted advisor to prospects by setting expectations, addressing objections, and building confidence throughout the decision process

• Identifying businesses within a specific industry, niche, or geographic location that align with the ideal customer profile.

• Navigating official company websites to collect publicly available information.

• Using email verification tools to ensure the accuracy and deliverability of collected email addresses.

• Developed and maintained a pipeline of qualified leads for medical virtual assistant services.

• Collaborated with Business Development to refine lead generation strategies and ensure alignment with business objectives.

• Analyzed lead generation metrics and trends, providing insights to improve campaign performance and outreach efficiency.

• Ensuring adherence to data protection laws such as GDPR or CAN-SPAM by only collecting and using publicly available information for legitimate purposes.

• Sales Database Management

Ensuring the sales database is complete, updated, and accurate. This includes but is not limited to Pipedrive.

• Sales Correspondence

Produce high impact proposals using different communication tools and channels of the company. This responsibility aims to build and establish trust with former, potential, new and existing clients through professional communication via a phone call, live chat, email, or video call.

• Client Screening

Qualifying leads through discovery calls or initial consultation.

• Client Onboarding

Initiates and assists client onboarding process through scheduled follow-ups.

• File and Records Management

Managing proper documentation and filing of contracts, agreements and records involved before, during and after the sales process.

• Client Management

Endorsements Endorse clients to Client Relations Officer and Client Account Manager once contracts and billing information have been secured. Receive endorsements and referrals from Hello Rache and from current clients. Coordinate with Client Relations Officer and Client Account Manager for any updates regarding additional tasks and hours, additional VA requests, and cancellations.

• Refresher Programs

Research, design and develop effective Sales refresher programs to meet client needs and administrative expectations from VAs.

• Sales Operations Analysis and Reporting

Refers to the Sales team’s documentation of activities. This involves summarizing, analyzing, and interpreting Sales activities and presentation of relevant information to the management team.