Virtual Assistant – CRM & Sales Support (Philippines, Remote)

Join a High-Growth Accounting Firm Specializing in Tech, E-Commerce & Advisory

Infinity22 is looking for a highly experienced Virtual Assistant to support our sales team with CRM management, client communication, and proposal preparation.

This role is ONLY for candidates with extensive experience in CRM management, sales support, and client communications. If you do not meet these criteria, please do not apply.

About the Role
As a Virtual Assistant, you will play a critical role in optimizing our sales processes by managing our CRM (HubSpot), handling client communication (including calls and emails), assisting with proposals, and identifying upselling opportunities.

Key Responsibilities
• CRM Management (HubSpot) – Maintain, update, and organize client records, ensuring accurate data entry and tracking of the sales pipeline.
• Client Communication (Calls & Emails) – Answer inbound calls, follow up with clients, and proactively reach out to
potential and existing customers.
• Proposal Preparation & Management – Assist in creating, formatting, and managing proposals using proposal software.
• Upselling & Cross-Selling – Identify opportunities to introduce additional services to clients.
• Administrative Support – Organize sales meetings, track leads, and prepare reports.
• Design & Content Support (Bonus Skillset) – Experience using Canva and other tools for creating marketing or proposal materials is a plus.

What We’re Looking For
- At least 3 years of experience managing CRM software (HubSpot required).
- Exceptional written and verbal English skills – Professional and clear communication is essential.
- Previous experience handling client calls, sales follow-ups, and lead outreach.
- Strong background in proposal preparation and sales support.
- Ability to work independently, manage multiple tasks, and meet deadlines.
- Strong attention to detail and organizational skills.
- Bonus: Experience using Canva, proposal software, or other productivity tools.

Why Join Infinity22?
- Fully remote – Work from anywhere in the Philippines.
- High-growth environment – Join a firm specializing in tech, e-commerce, and advisory services.
- Career development – Gain hands-on experience in CRM management and sales operations.
- Training & mentorship – Work alongside an experienced sales and advisory team.

How to Apply
If you meet all the requirements and have extensive experience in CRM (HubSpot), client communication (calls & emails), and sales support, we’d love to hear from you!

Send your resume and a short cover letter explaining why you’d be a great fit for this role.