Sales Associate - (US-Based Finance Company)

Work Arrangement: Fully Remote, must overlap with US (ET) hours

Job Type: Full-time, Independent Contractor

Work Schedule: 40 hours per week, Monday–Friday, 11:00 AM – 7:00 PM PST

Location: Remote (PH preferred)

Holidays Observed: U.S. Holidays

About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: WATCH HERE

Why Work with Us?

At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, make an impact, and build a long-term career. We believe in creating environments where your potential is recognized, your voice matters, and your success is tied to meaningful work—not short-term perks. Joining Pearl means stepping into opportunities that challenge you, support you, and set you up for lasting success.

About the Client

Our partner is a fintech infrastructure company offering low-cost, low-hassle liquidity solutions for independent Registered Investment Advisors (RIAs). By enabling advisors to provide clients with access to capital while retaining Assets Under Management (AUM), they help empower RIAs to compete with larger institutions without compromising client experience or their bottom line. They serve a high-trust, institutional audience and operate in a fast-paced, lean environment where precision, trust, and speed are paramount.

Position Overview

The Virtual Sales Assistant will serve as a behind-the-scenes extension of the Sales Development Representatives (SDRs) and Account Executives (AEs). This role is not client-facing but is critical in ensuring all sales operations run seamlessly. You’ll manage outbound email sequences, track deals through the funnel, maintain CRM accuracy, and prepare polished sales materials. Success in this role means freeing the sales team to focus on closing deals while you ensure every operational detail is handled flawlessly.

Key Responsibilities

• Draft, refine, and personalize outbound sales emails and follow-up messages with zero errors.
• Support SDR sequences by managing templates, updating lead statuses, and tracking funnel stages.
• Maintain CRM (Hubspot) hygiene and documentation, ensuring accuracy in pipeline management.
• Prepare, format, and QA client-facing sales decks, proposals (loans), and one-pagers.
• Track campaign performance (open, click, reply rates) and flag underperformance.
• Organize outreach lists and monitor which financial advisors or prospects are being contacted.
• Manage inboxes for AEs, ensuring timely responses and follow-ups.
• Extract key insights from transcripts and meeting notes for follow-up actions.
• Coordinate handoffs until client onboarding is complete.

Must-Have

• 1–2 years of experience in SDR support, Virtual Assistant, or RevOps roles.
• Flawless written English (grammar, tone, nuance – native-level quality).
• Exceptional attention to detail and accuracy in documentation.
• Strong organizational skills, able to track multiple deals and timelines.
• Confidence to follow instructions precisely and seek clarification when needed.
• Proficiency in Google Suite (Docs, Sheets, Slides, Calendar).
• Experience using Hubspot or similar CRMs.
• Ability to do mental math and basic analysis to support loan/proposal preparation.
• Reliability and consistency in availability (US working hours).

Nice-to-Have

• Background in financial services, loans, or fintech.
• Experience supporting US-based sales teams.
• Familiarity with SDR engagement tools (Apollo, Outreach, Mixmax).
• Experience in compliance-adjacent or regulated industries.
• Knowledge of data analysis or reporting.