CRM & Operations Virtual Assistant
Posted 24 days ago
You'll complete your application on Assist World's career site.
About the Role
In this position, you will be central to managing and sustaining the HubSpot CRM system, making sure all information is precise and current. You will be responsible for organizing and categorizing databases, handling prospect details, and coordinating responses to new leads. Supporting administrative and operational functions throughout the company, you will pinpoint recurring tasks to suggest and implement automated solutions. Knowledge of tools like Zapier is a must, as you will develop and oversee automations to improve operational efficiency. Your duties will also include monitoring key performance metrics and generating reports via Google Sheets dashboards, and facilitating efficient management of appointments and calendars using platforms such as Calendly. Furthermore, you will aid in integrating AI technologies to boost productivity and enhance document organization across various systems.
Requirements
- You should possess substantial experience with HubSpot CRM and practical expertise in automating workflows through tools such as Zapier.
- Exceptional administrative and organizational capabilities are essential, along with a strong grasp of database management principles.
- You must be proficient in Google Workspace and Google Drive, and familiar with scheduling applications like Calendly.
- Comfort in using AI tools, including ChatGPT or Claude, to enhance productivity is required.
- Keen attention to detail and the capacity for clear written and verbal communication in English are vital.
- While not strictly required, prior experience with LinkedIn outreach and KPI reporting within Google Sheets would be beneficial.
- Candidates should demonstrate self-sufficiency in task management and prioritization, with prior exposure to consulting, sales, or professional services environments being an advantage.
Responsibilities
- Your primary duties involve overseeing and maintaining the HubSpot CRM, ensuring data accuracy and proper organization.
- You will be tasked with generating and managing lists of prospects and contacts, and monitoring incoming queries to ensure timely responses.
- Collaboration on administrative and operational tasks will be a key part of your role, where you will help identify workflows suitable for automation.
- Developing and managing automated processes utilizing Zapier will be a regular activity, alongside supporting the creation of CRM workflows and procedures.
- Tracking and reporting on key performance indicators through Google Sheets dashboards will be essential for performance analysis.
- Managing scheduling and calendar-related tasks using tools like Calendly is a significant component of the job.
- You may also be required to conduct professional follow-ups as needed and leverage AI tools to optimize various processes for increased efficiency.
Benefits & Perks
- This role offers the advantage of being fully remote, promoting a healthy work-life balance.
- Employees will receive a $50 bonus on their birthday and a $200 bonus for providing a testimonial.
- The company fosters a work environment without monitoring software, allowing for focused productivity.
- As the organization grows, there is a possibility for an increase in working hours to full-time, providing opportunities for career advancement and expanded responsibilities.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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