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Executive VA – Business Development, Relationship Management
Scale Virtually VA. Review proposal history and relationship records to identify dormant clients and contacts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and client relationship management, with strong capabilities in research, outreach, and follow-up processes. Proficient in utilizing tools like Microsoft Office and LinkedIn for effective communication and networking within the architecture and construction sectors.
Highest-signal resume keywords
Business Development ExperienceClient Relationship ManagementLead GenerationResearch SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentClient Relationship ManagementLead GenerationResearch SkillsProposal ManagementOutreach Campaign ManagementDocumentationFollow-Up CoordinationAccount ManagementSales Support
Soft Skills
Effective CommunicationIndependent WorkAccountabilityInitiativePrioritization
Tools & Technologies
Microsoft OutlookMicrosoft WordMicrosoft ExcelLinkedInQuickBooksCRM SystemsAI-Assisted Productivity Tools
Industry Keywords
ArchitectureEngineeringConstructionReal Estate DevelopmentDesign FirmsBuilding ProductsProfessional ServicesB2B MarketingTechnical ServicesLuxury Residential Services
About the role
Key responsibilities & impact- Review proposal history and relationship records to identify dormant clients and contacts
- Re-engage past clients, architects, developers, designers, and other professional contacts through outbound calls and email
- Research target firms, decision-makers, leadership teams, websites, LinkedIn profiles, and recent projects
- Initiate professional conversations leading to meetings, referrals, renewed relationships, or future project opportunities
- Maintain outreach cadences and accurately record contact status, relationship context, next actions, and follow-up dates
- Gather feedback regarding lost proposals, pricing concerns, service gaps, and provider dissatisfaction
- Maintain outreach stages, relationship status, opportunity notes, and pending follow-ups
- Use LinkedIn for prospect research, networking, and professional visibility
- Schedule business development calls, meetings, and in-person lunches
- Coordinate calendars and follow-ups to ensure conversations result in defined next steps
- Draft and send professional outreach emails
- Monitor and organize inbound communications, client inquiries, drawings, and project requests
- Keep leadership informed about responses, opportunities, objections, and relationship developments
- Maintain marketing materials and project reference documents
- Support LinkedIn and light social media or online presence updates
- Research industry opportunities and potential partnerships
- Coordinate updates to project lists, award announcements, and website content
- Manage business development calendars through Microsoft Outlook
- Organize proposal files, project documents, and communication records
- Track proposal and client-request deadlines, missing documents, pending actions, and follow-ups
- Track active project coordination items and confirm required documents, drawings, and deliverables are received and organized
- Maintain outreach, marketing, and internal-priority trackers
- Coordinate with IT support regarding access to required tools
- Provide QuickBooks bookkeeping support only when assigned
Requirements
What you’ll need- Full-time availability during Pacific Time business hours, eight hours per day, Monday through Friday
- Fluent, confident, professional spoken and written English
- Ability to credibly communicate with architects, contractors, and other technical design and construction professionals
- Proven professional-level business development and marketing experience
- Experience representing a professional or technical service to a B2B audience
- Ability to lead and work independently with accountability for results
- Demonstrated experience in business development, sales support, client relationship management, account management, lead generation, or comparable client-facing work
- Confidence initiating outbound phone calls with business owners, executives, architects, developers, designers, contractors, and other professional stakeholders
- Experience managing outreach campaigns, follow-up cadences, CRM activities, or relationship-tracking systems
- Strong research skills, including the ability to identify target firms, decision-makers, and relevant business opportunities
- Consistent documentation and follow-through, ensuring that meaningful interactions, next actions, and follow-up dates are accurately recorded
- Ability to prioritize business development activities alongside administrative and project coordination responsibilities without requiring daily step-by-step supervision
- Proficiency in Microsoft Office, particularly Outlook, Word, and Excel
- Experience in architecture, engineering, construction, real estate development, design firms, building products, or similar professional services is strongly preferred
- Experience supporting professional services, architecture, engineering, construction, real estate development, design firms, building product suppliers, custom manufacturers, luxury residential service providers, or similar architect-adjacent markets is preferred
- Experience with LinkedIn for professional networking, prospect research, and business development is preferred
- Familiarity with ChatGPT or other AI-assisted productivity tools is preferred
Benefits
Comp & perks- Paid Time Off
- HMO
- Fully Remote Work