Virtual assistant for business broker

Job Summary
We are looking for a detail-oriented, highly organized Virtual Assistant to support a business broker. In this role, you will manage digital seller lead generation, assist in preparing marketing materials (CIMs), and coordinate buyer pipelines, NDAs, and deal documentation.

Key Responsibilities

Lead Generation & Outbound Operations

• List Building: Utilize tools like LinkedIn Sales Navigator, ZoomInfo, Apollo, and business registries to build target seller lists based on industry, revenue/EBITDA, and geography.
• Multi-Channel Outreach: Execute cold email sequences, send LinkedIn connections/messages, and submit web contact forms.
• Lead Triage & Scheduling: Monitor inboxes for prospective seller replies and send booking links to schedule discovery calls for the broker.
• CRM Management: Accurately log every contact, outreach touchpoint, and pipeline status change in the CRM.

Listing & Marketing Asset Creation

• Data Gathering: Organize financial statements (P&Ls, tax returns) and operational details provided by sellers.
• CIM Generation: Assist in populating presentation templates, blind teasers, and Confidential Information Memorandums (CIMs).
• Seller Updates: Send routine status updates to sellers regarding marketing collateral progress and listing timelines.

Buyer Pipeline & Deal Management
NDA & POF Tracking: Send Non-Disclosure Agreements (via DocuSign), track signatures, and collect Proof of Funds (POF).
Buyer Vetting: Collect completed buyer questionnaires and verify qualifications before granting access to confidential files.
Data Room Management: Manage access to data rooms once NDAs and POFs are verified.
Pipeline Tracking: Maintain daily updates in the CRM to reflect buyer status throughout the sales funnel.

Qualifications & Skill Requirements

• Strong Written English: Professional written communication skills for managing email s, seller updates, and buyer messaging.
• Outreach & Lead Gen Experience: Experience with LinkedIn Sales Navigator, Apollo, cold email tools, and CRM management.
• Formatting & Presentation Skills: Ability to organize financial documents and edit clean, professional PowerPoint/Google Slides pitch decks and CIM templates.
• High Attention to Detail: Strict adherence to process for handling confidential legal documents (NDAs), Proof of Funds, and pipeline logs.

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How to Apply
To apply, please reply with:
1. A brief summary of your experience with CRM management and lead generation.
2. The subject line: “Superstar Business Broker VA - [Your Name]"**
3. A sample of a PowerPoint deck or document template you have formatted in the past.