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Executive VA – Business Development, Relationship Management
Scale Virtually VA. Review proposal history and past relationship records to identify inactive 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 a strong ability to engage professional contacts and manage outreach campaigns. Proficient in utilizing CRM systems and maintaining accurate documentation while coordinating with various stakeholders.
Highest-signal resume keywords
Business DevelopmentClient Relationship ManagementLead GenerationCRM ExperienceMicrosoft Outlook 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
Proposal ManagementClient Follow-UpOutreach CampaignsDocumentation SkillsResearch Skills
Soft Skills
Communication SkillsOrganizational SkillsIndependencePrioritization
Tools & Technologies
Microsoft WordMicrosoft ExcelLinkedInQuickBooksOutreach Tracker
Industry Keywords
ArchitectureEngineeringConstructionReal Estate DevelopmentDesign Firms
About the role
Key responsibilities & impact- Review proposal history and past relationship records to identify inactive clients and contacts
- Reconnect with past clients, architects, developers, designers, contractors, and other professional contacts by phone
- Research target companies, websites, LinkedIn profiles, leadership teams, recent projects, and decision-makers
- Initiate personalized professional conversations to generate meetings, referrals, renewed relationships, and future project opportunities
- Maintain structured outreach cadences and follow up through phone, email, and LinkedIn
- Gather feedback from previous prospects about proposal outcomes, pricing, service gaps, and provider dissatisfaction
- Maintain the business development pipeline, relationship statuses, opportunity notes, next actions, and follow-up dates
- Schedule business development calls, meetings, and in-person lunches
- Coordinate calendars and ensure conversations translate into next steps
- Draft and send professional outreach emails
- Monitor and route client inquiries, drawings, and project requests
- Keep leadership informed about responses, opportunities, objections, and relationship developments
- Maintain marketing materials, project references, company materials, LinkedIn presence, and online updates
- Manage meetings, calls, and follow-up 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
- Coordinate project items with internal team members and clients and confirm documents, drawings, and deliverables are received
- Coordinate with IT support regarding required systems
- Provide QuickBooks bookkeeping support when specifically assigned
Requirements
What you’ll need- Full-time availability for eight hours per day, Monday through Friday, during Pacific Time business hours
- Fluent, confident, and professional spoken and written English
- Proven professional-level experience in business development, sales support, client relationship management, account management, lead generation, or comparable client-facing work
- Demonstrated ability to initiate outbound phone calls and engage professional contacts
- Experience representing or supporting a professional or technical service to a B2B audience
- Experience managing client relationships, prospect follow-ups, outreach campaigns, or account management activities
- Experience using a CRM, outreach tracker, or structured follow-up system
- Ability to identify target companies, decision-makers, and opportunities through online research and professional networking platforms
- Ability to prioritize activities, manage competing responsibilities, and work independently
- Consistent and accurate documentation skills
- Working proficiency in Microsoft Outlook, Word, and Excel
- Experience in architecture, engineering, construction, real estate development, design firms, building products, or similar professional services strongly preferred
- Comfort researching and communicating with architecture, engineering, construction, real estate development, design, and related professionals
- Preferred: experience with LinkedIn, ChatGPT or other AI-assisted productivity tools, outreach trackers, CRM pipelines, and structured follow-up processes
- Comfortable maintaining or building an Outreach Tracker
Benefits
Comp & perks- Paid Time Off
- HMO
- Fully Remote Work