Dynamic Executive Operations VA & Appointment Setter

Join our fast-paced team as an Executive Operations VA & Appointment Setter in the thriving world of Business Advisory, Capital Consulting, and Financial Services. If you're driven, detail-oriented, and ready to make a significant impact, this entry-level remote position offers an exciting opportunity to hone your skills and grow your career. As an essential part of our team, you will: Make 100-200 outbound calls daily to qualify leads and schedule appointments for our sales team. Manage leads, follow-ups, appointments, notes, and pipeline stages within our CRM system. Ensure no lead or task falls through the cracks by following up with prospects and clients via phone, SMS, and email. Assist with daily operations, including client intake, document collection, file organization, and submissions. Complete assigned morning and end-of-day task queues, providing clear updates on calls, appointments, pending items, and completed work. To excel in this role, you should be proficient in: CRM software and VoIP/dialer systems. Google Workspace, including Gmail, Google Calendar, and collaboration tools like Slack/Discord and Zoom. Microsoft Office and AI tools, such as ChatGPT. We're looking for someone who thrives in a fast-paced environment and embodies a hustle mindset. If you're ready to contribute to a team that values efficiency and precision, we want to hear from you. Apply now to become a key player in our success story!