Bilingual Member Outreach, Award Qualification Virtual Assistant

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Execute proactive outreach to community members through phone calls, text messages, and emails.

• Articulate the details of the outreach and award-recognition initiative.

• Adhere to established scripts while ensuring a natural and engaging conversation.

• Foster rapport and motivate members to engage in the qualification process.

• Accurately and consistently pose qualification questions.

• Assist members in navigating surveys and gathering necessary information.

• Complete reference forms and any associated documentation.

• Follow up with members who are non-responsive or have incomplete submissions.

• Elevate questions or situations that fall outside the standard process.

• Retain ownership of assigned members until the process is finalized.

• Document calls, texts, emails, responses, and follow-up activities in Close.io.

• Keep precise member records and promptly update qualification statuses.

• Utilize CRM tasks and workflows to effectively manage follow-up actions.

• Maintain a well-organized pipeline and monitor unanswered calls and messages.

• Prioritize outreach efforts based on deadlines and member status.

• Manage spreadsheets, trackers, and contact information efficiently.

• Assist with data cleanup and contact management processes.

• Send professional follow-up emails and SMS messages using approved content.

• Coordinate scheduling through Google Calendar as necessary.

• Accurately complete supporting documentation.

• Provide support for additional administrative tasks connected to the outreach initiative.

• Meet set project deadlines and activity expectations.

⛳️ Requirements

• Bilingual in English and Spanish is mandatory.

• Strong telephone communication skills are essential.

• Proficient data-entry and follow-up abilities are required.

• Fluent in both English and Spanish.

• Excellent spoken English with a professional demeanor on calls.

• Comfortable with consistent outbound outreach activities.

• Able to follow a structured process without sounding overly scripted.

• Persistent and reliable when it comes to follow-up.

• Highly organized and meticulous with CRM documentation.

• Comfortable interacting with members across extensive online communities.

• Capable of working independently while contributing to a broader team effort.

• Experience in customer service, member support, outreach, or appointment-setting is strongly preferred.

• Preference for candidates with outbound calling, SMS, and email outreach experience.

• Familiarity with CRM systems is preferred.

• Experience with Close.io is a plus; training will be provided.

• Background in online communities, membership organizations, coaching/education, or real estate is beneficial but not required.

• Training for Close.io will be provided.

• Proficiency in Google Workspace, Google Sheets, Google Calendar, and email & SMS platforms is expected.

• Availability for 40 hours a week, Monday through Friday, typically from 9:00 AM to 5:00 PM MST.

• A native or near-native English accent is required (Level A-B).

🏝️ Benefits

• Competitive salary rates.

• Weekly payment schedule.

• A variety of open positions are available.

• Free training and opportunities for skill enhancement.

• Ongoing support and guidance.

• A vibrant community that is always ready to assist you.