What a Sales Support & BDM Admin Hire Can Do For Your Business
What a Sales Support & BDM Admin Hire Can Do For Your Business
Sales Administrator | BDM Support | CRM Manager
A Philippines-based sales support hire through Tarino can take on the tasks below. Use this as a guide when scoping the role before your discovery call.
CRM & PIPELINE MANAGEMENT
Task | What this looks like in practice |
|---|---|
CRM data management | Keeping contact, company, and deal records accurate and up to date in HubSpot, Salesforce, or similar. Deduplicating and cleaning data regularly. |
Pipeline management | Updating deal stages, activity notes, and next steps in the CRM after each sales interaction. Flagging stale deals for BDM review. |
Lead entry & qualification support | Entering inbound leads accurately. Researching and enriching contact records. Supporting initial qualification against defined criteria. |
Sales reporting | Producing pipeline reports, activity dashboards, and conversion summaries for the sales team and leadership on a regular cadence. |
List building | Building targeted prospect lists using LinkedIn Sales Navigator, Apollo, or similar tools. Verifying contact details before outreach. |
SALES ADMINISTRATION
Task | What this looks like in practice |
|---|---|
Proposal & quote preparation | Preparing proposals, quotes, and pitch decks based on BDM briefs and approved templates. Formatting to a professional standard. |
Contract & agreement management | Preparing standard contracts, NDAs, and engagement letters for review. Tracking signature status and filing executed documents. |
Meeting scheduling & prep | Booking discovery calls, demos, and follow-up meetings on behalf of the BDM. Preparing agendas and background notes. |
Post-meeting follow-up | Sending follow-up emails, materials, and next-step summaries after sales meetings as directed by the BDM. |
Tender & RFP support | Compiling tender and RFP response documents. Coordinating contributions from internal stakeholders. Managing submission deadlines. |
OUTREACH & LEAD GEN SUPPORT
Task | What this looks like in practice |
|---|---|
Email outreach sequences | Setting up and managing outbound email sequences in HubSpot, Outreach, or Lemlist. Monitoring open and reply rates. |
LinkedIn outreach support | Drafting and sending LinkedIn connection requests and follow-up messages on behalf of the BDM. Tracking responses. |
Referral partner coordination | Managing referral partner databases. Sending partner communications and tracking referral activity in the CRM. |
Event & webinar coordination | Coordinating logistics for sales events, webinars, and industry functions. Managing registrations and follow-up communications. |