This full-time virtual assistant role supports a U.S.-based holding company with business-owner outreach, acquisition administration, executive operations, and occasional personal administrative tasks. The primary focus is on professional follow-ups with business owners to schedule introductory conversations with the client, rather than lead generation or high-pressure sales. The role suits a professional with strong communication and organizational skills who can balance outreach with administrative duties.
Responsibilities
Contact business owners who have previously received company outreach using established scripts, procedures, and target lists
Conduct professional follow-up calls using a mature, respectful, and relationship-oriented approach
Determine whether business owners are open to a brief introductory conversation with the client, without directly asking whether they are interested in selling their business
Schedule qualified introductory meetings with the client following established outreach procedures
Maintain protected calling blocks from 8:00 AM–11:30 AM and 1:00 PM–3:00 PM CT
Maintain a minimum of 30 outbound dials per day once fully ramped
Document call outcomes, meaningful conversations, objections, follow-up requirements, and next steps
Handle routine questions professionally while avoiding discussions or negotiations regarding transaction terms
Escalate questions regarding valuation, financing, deal terms, or timing directly to the client rather than addressing them independently
Maintain a calm, professional, and consultative communication style
Prioritize acquisition outreach over administrative responsibilities when competing priorities arise
Follow up with business owners according to established outreach sequences
Maintain professional relationships with business owners through consistent and relationship-oriented communication
Confirm and maintain accurate owner names, direct contact information, and preferred communication methods
Record interest, timing, objections, communication history, and appropriate next steps
Schedule future follow-ups as appropriate
Coordinate meeting confirmations and reminder communications
Maintain accurate follow-up schedules and ensure outstanding communications are completed on time
Maintain accurate acquisition and outreach records, contact information, follow-up schedules, and appointment details
Update tracking systems with call outcomes, activity notes, dispositions, and next steps
Assist with broker correspondence and other acquisition-related communications
Organize acquisition and deal-related documents and maintain orderly records
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Support research on companies, owners, business contacts, and other relevant information
Assist with post-meeting correspondence, record updates, and tracking of outstanding action items
Prepare a concise, standardized briefing before each acquisition-related meeting
Include relevant company background, owner information, previous correspondence, business details, and suggested discussion questions
Ensure relevant information is properly organized before scheduled acquisition conversations
Assist with follow-up correspondence after meetings
Update applicable records and track outstanding tasks, commitments, and next steps
Assist with inbox organization and routine email correspondence
Manage calendar coordination, scheduling, appointments, and meeting-related administrative tasks
Coordinate routine communications with vendors and other external contacts
Assist with invoicing follow-ups and related administrative tracking
Perform research and other general business support tasks as directed
Provide additional executive administrative support while ensuring acquisition outreach remains the priority
Provide occasional administrative assistance with travel research and coordination, reservations, appointment scheduling, property research, and other reasonable executive administrative tasks as directed
Draft professional LinkedIn outreach and follow-up messages for the client's review
Track LinkedIn replies, follow-ups, and next steps
Maintain organized records of LinkedIn activity
Assist with relationship-building initiatives involving professional referral sources, including business brokers, CPAs, attorneys, and other relevant business professionals
Prepare a structured end-of-day executive summary covering outreach activity, meaningful business-owner conversations, scheduled meetings, pending follow-ups, completed administrative tasks, outstanding action items, and matters requiring the client's attention
Requirements
Mid- to Senior-level experience
At least 1 year of U.S.-focused B2B outbound calling or appointment-setting experience
Excellent spoken and written English
Strong, mature, and professional phone presence
Strong phone communication and rapport-building skills
CRM/contact-management and detailed activity-tracking experience
Appointment setting and recurring follow-up experience
Strong organizational skills and attention to detail
Ability to exercise professional judgment and appropriately escalate sensitive acquisition-related questions
Ability to handle sensitive business, acquisition, and personal information with discretion and confidentiality
Willingness to sign and comply with the client's required Non-Disclosure Agreement (NDA) before beginning the engagement
Proficiency in GitHub Issues for daily call sheets, outreach tracking, and activity logging via comments (training will be provided; no coding experience is required)
Proficiency in Google Workspace, including Gmail, Google Calendar, Google Sheets, and related productivity tools
Proficiency with a VoIP phone platform/number provided or designated by the client
Proficiency in Microsoft Excel / Google Sheets
Proficiency in video conferencing tools
Proficiency in LinkedIn for drafting outreach messages and tracking replies (messages will be sent directly by the client through the client's own account)
Nice to have:
Experience communicating with U.S. business owners or senior decision-makers
Executive administrative experience
Experience with inbox and calendar management, research, meeting preparation, and business correspondence
Business development, account management, or customer relationship experience
Business acquisitions or investment experience
Benefits
Competitive rates
Weekly payments
Free training and upskilling
Constant support and guidance
A vibrant community always ready to support you
Important Details
Contracted Hours per Week: 40 Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: 8:00 AM–5:00 PM CT (1-Hour Unpaid Lunch from 12:00 PM–1:00 PM CT)
Accent Preference: Level A-B (Native or Near-Native English Accent Required)
Region Preferences: Offshore or Nearshore
Application Process
If you have already completed the 20four7VA Recruiting Process (including the Final Interview) or have previously been contracted by a 20four7VA Client, apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal.
Upload your resume first to automatically populate most of the fields in the application form.
About the Company
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
