Virtual Assistant – Home Services Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Accurately enter, update, and maintain customer, job, and sales information in Jobber.

• Create and revise customer profiles, job records, notes, appointments, and follow-up activities.

• Monitor leads throughout the sales and service pipeline.

• Keep track of open estimates, pending jobs, customer requests, and outstanding follow-ups.

• Organize CRM records, eliminating duplicate or incomplete information.

• Assist in scheduling, rescheduling, and coordinating service appointments.

• Generate basic reports on leads, jobs, sales activities, and performance metrics.

• Identify overdue tasks or missed follow-ups and take necessary actions.

• Handle inbound calls and address customer inquiries.

• Communicate with customers via phone, email, text, and other approved channels.

• Assist with scheduling, appointment updates, and general service information.

• Follow up on estimates, appointments, incomplete requests, and service needs.

• Accurately document customer communications in the CRM.

• Escalate urgent, technical, or sensitive issues to the appropriate team member.

• Reach out to new and existing leads through outbound calls, email, and text.

• Follow up on open estimates and unconverted opportunities.

• Re-engage previous customers and inactive leads.

• Track the status and results of every follow-up attempt.

• Support cold-calling and outbound business development efforts.

• Schedule pre-approved social media posts and updates.

• Monitor messages, comments, mentions, and audience engagement.

• Respond to online reviews and customer feedback.

• Create and edit simple graphics, promotional materials, and social media content.

• Support basic marketing campaigns and customer outreach initiatives.

• Proofread content prior to publication.

• Track basic engagement and campaign activities.

• Maintain digital records, spreadsheets, documents, and calendars.

• Monitor outstanding tasks until completion.

• Assist with internal communications and team coordination.

• Document processes and enhance recurring workflows.

• Identify operational gaps and suggest practical solutions.

• Prioritize tasks according to urgency and business impact.

• Take initiative and support additional administrative and operational requirements.

• Own assigned workflows and ensure task completion.

• Proactively communicate about delays, concerns, and incomplete information.

• Coordinate tasks and follow up with team members.

• Enhance organization, customer service, and team efficiency while working both independently and collaboratively.

⛳️ Requirements

• Previous experience as a Virtual Assistant, Administrative Assistant, Operations Assistant, or in a similar remote role.

• Experience supporting a home-services, field-service, or appointment-based business.

• Familiarity with Jobber or a similar CRM or field-service platform.

• Strong proficiency in spoken and written English.

• Exceptional customer service and telephone communication skills.

• Experience in direct communication with customers.

• Strong organizational and time-management skills.

• Ability to prioritize tasks independently and meet deadlines.

• High attention to detail and accurate data-entry capabilities.

• Strong follow-through and personal accountability.

• Self-motivated, adaptable, reliable, and comfortable taking initiative.

• Ability to resolve routine problems with sound judgment and common sense.

• Reliable internet connection and a professional remote workspace.

• Comfortable using Jobber or similar CRM and field-service software.

• Proficient in using Facebook, Instagram, and other social media platforms.

• Familiar with Canva or similar basic graphic-design tools.

• Proficient in Google Workspace or Microsoft Office.

• Comfortable with spreadsheets, calendars, email, and shared documents.

• Familiar with internal communication tools like Slack or similar platforms.

• Comfortable using telephone, text, and customer-communication systems.

• Preferred: Previous experience in the garage-door, HVAC, plumbing, electrical, construction, or other home-services industries.

• Preferred: Experience in cold-calling or outbound sales.

• Preferred: Experience in lead nurturing and sales-pipeline management.

• Preferred: Experience in social media management or digital marketing.

• Preferred: Basic graphic-design or content-creation experience.

• Preferred: Experience in responding to online reviews.

• Preferred: Team leadership, task coordination, or workflow management experience.

🏝️ Benefits

• Remote work arrangement.

• Full-time employment.

• Work hours aligned with Eastern Time business hours.