CPT-10955 Marketing Virtual Assistant (Lead Generation & CRM Management)

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Title: CPT-10955 Marketing Virtual Assistant (Lead Generation & CRM Management)

Independent Contractor – CPT-10955 Marketing Virtual Assistant (Lead Generation & CRM Management)/Marketing VA/Senior-Advanced Level (Remote).

Overview

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.

We are looking for a highly organized and proactive Marketing Virtual Assistant to support marketing execution and lead management for a construction company using JobTread.

This role goes beyond social media posting—the primary focus is on generating, qualifying, and managing leads to ensure a steady flow of booked consultations and an organized sales pipeline.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

1. Content Editing and Posting

• Edit short-form videos (Reels) using provided job site footage (via CapCut or Canva)
• Post 3–5 videos per week
• Post 2–3 static posts per week
• Maintain daily Instagram and Facebook Stories
• Repurpose content across Instagram, Facebook, and Google Business

2. Lead Response and Communication

• Respond to all inbound messages (Instagram, Facebook, website inquiries)
• Maintain a response time of under 12 hours
• Use provided scripts to guide conversations

3. Lead Qualification (High Priority)

• Ask structured questions to determine budget, timeline, and scope
• Identify qualified vs. unqualified leads
• Forward only qualified leads to the business owner

4. CRM & Pipeline Management (JobTread)

• Enter 100% of leads into JobTread
• Update pipeline stages:
  • New Lead
  • Contacted
  • Qualified
  • Consultation Scheduled
• Maintain accurate notes and organized records

5. Appointment Scheduling

• Schedule consultations for qualified leads
• Send confirmations and reminders
• Follow up on missed appointments

6. Follow-Up System

• Follow up with non-responsive leads
• Re-engage older leads when appropriate

7. Weekly Reporting

Provide a weekly report including:

• Total leads received
• Qualified leads
• Consultations scheduled
• Lead sources (Instagram, referrals, etc.)

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Experience Level: Advanced
• Strong experience in:
  • Social media management
  • Lead generation and qualification
  • CRM management (preferably JobTread or similar)
• Excellent organizational and time management skills
• Ability to follow systems, scripts, and workflows
• Detail-oriented with strong documentation habits
• Proactive and results-driven mindset

Important Note

This role is not just for social media posting. Success will be measured based on:

• Qualified leads generated
• Consultations booked
• Accuracy and organization of the CRM pipeline

Required Tools & Software:

• JobTread
• Google Drive
• Company Cam
• Canva
• CapCut

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: 8:00 AM – 5:00 PM CST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Marketing VA
• REQUESTED EXPERIENCE TIER LEVEL: Senior-Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 8:00 AM – 5:00 PM CST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Neutral
• REGION PREFERENCES: Any

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!