CRM & Operations Virtual Assistant

This is a fully remote position, open to applicants in Philippines, +1 more country.

📋 Description

• Oversee and maintain the HubSpot CRM, ensuring that data remains accurate, organized, and current.

• Manage and categorize databases, including contacts, prospects, and lead information.

• Create and update prospect and call lists.

• Monitor incoming inquiries and coordinate suitable follow-up actions.

• Assist with various administrative and operational tasks throughout the organization.

• Identify repetitive processes and suggest opportunities for automation.

• Develop and oversee automations utilizing Zapier.

• Contribute to the development and enhancement of CRM workflows and processes.

• Support tracking and reporting of KPIs, including the creation of dashboards in Google Sheets.

• Handle scheduling and calendar management tasks through Calendly.

• Conduct occasional professional phone follow-ups as necessary.

• Leverage AI tools such as ChatGPT and Claude to enhance efficiency and streamline operations.

• Maintain organized documentation across platforms like OneNote, Google Drive, and Google Workspace.

• Enhance systems, workflows, and day-to-day operations.

• Potentially assist with LinkedIn outreach and management as the role evolves.

⛳️ Requirements

• Significant experience with HubSpot CRM.

• Practical experience with Zapier and workflow automation.

• Exceptional administrative and organizational abilities.

• Strong background in database management.

• Proficient in using Google Workspace and Google Drive.

• Familiarity with Calendly or similar scheduling tools.

• Confident in utilizing AI tools such as ChatGPT and/or Claude.

• Excellent command of written and spoken English.

• Keen attention to detail.

• Ability to work autonomously and prioritize tasks effectively.

• Professional and confident communication style.

• Nice to have: Experience with LinkedIn outreach or LinkedIn Sales Navigator.

• Nice to have: Experience in managing KPI dashboards or reporting in Google Sheets.

• Nice to have: Experience with phone-based prospect follow-up.

• Nice to have: Background in consulting, sales, or professional services environment.

• Nice to have: Familiarity with Mac tools and OneNote.

• Nice to have: Experience in identifying and implementing business process enhancements.

🏝️ Benefits

• 100% REMOTE

• $50 birthday bonus

• $200 testimonial bonus

• NO TRACKER. NO PROBLEM

• Potential for transition to full-time as the business expands and responsibilities grow