COMPANY INFORMATION:
A US-based commercial real estate investment firm specializing in acquiring and managing high-value properties across various sectors.
OPPORTUNITIES OFFERED WITH THIS JOB:
• Opportunity to work alongside a detail-oriented team.
• Opportunity to be part of a US company
• Opportunity to work with a great team.
SCHEDULE AND PAY RATE:
• Schedule: Monday to Friday, 9:00 AM - 5:00 PM CST
• Time Zone: Central Standard Time
• Hours: 40 hours
• Languages Required: Fluent in English and Spanish
• Pay Rate: $9/hour
●Rates are dependent on your experience, determined by ProtopVA.●
Apply for this Job by submitting your proposal! To have your proposal considered, please CAREFULLY READ the following guidelines in THIS LINK.
PROPOSALS WITH INCORRECT STRUCTURE WILL BE DISREGARDED.
*To join our telegram group and learn more about our open positions, click on this link (Latin America ): https://t.me/+QfiDlxFlLXAwNDAx
JOB DESCRIPTION
Responsibilities:
1. General Administrative Tasks
• Manage and update spreadsheets with accurate information.
• Create PowerPoint and Google Slide presentations as needed.
• Organize online documents, rename, label, and maintain proper file management.
• Take detailed notes during team/client meetings and organize meeting minutes.
• Generate reports based on provided data and ensure data accuracy.
• Safeguard all company data, ensuring confidentiality and secure document handling.
• Assist the owner with business-related tasks as directed.
• Answer and screen phone calls professionally.
• Manage and prioritize email, including organizing, filtering, and archiving messages.
• Schedule personal and business appointments, manage calendar entries, and set reminders.
• Pre-screen potential clients to ensure alignment with company services.
Provide the owner with key information about potential clients for review.
2. CRM & Data Management
• Organize and maintain client databases, ensuring accurate and up-to-date entries.
• Add new clients and update existing client records in the CRM system.
• Track, categorize, and manage client follow-ups within the CRM.
• Assign and monitor lead statuses to support the sales process.
• Send reminders to clients for important deadlines and meetings.
• Tag, label, and categorize customer data to facilitate personalized outreach.
• Import/export data for reporting and analysis purposes as needed.
• Generate performance reports to track sales metrics and customer trends.
• Ensure CRM data is integrated smoothly with other systems and tools.
• Automate routine CRM tasks and data entry where possible to improve efficiency.
• Regularly back up CRM data to prevent data loss.
3. Customer Service & Support
• Handle inbound and outbound calls using VOIP systems as provided by the company.
• Respond to client inquiries via phone, email, and social media with a professional, friendly demeanor.
• Identify and address customer concerns, technical issues, or questions about products and services.
• Educate customers on product features, services, and promotional offerings.
• Conduct follow-up calls to leads, vendors, and existing clients as needed.
• Organize and filter leads for follow-up, and report support issues in the CRM.
• Identify and promote additional services to customers as relevant.
4. Lead Follow-Up & Appointment Setting
• Create follow-up email templates and scripts for lead nurturing.
• Follow up with potential clients to address questions and book appointments or demos.
• Reconnect with prospects who missed appointments, encouraging rescheduling.
5. Calendar Management & Scheduling
• Manage and coordinate the owner’s calendar and email inbox.
• Set up online booking links for automatic scheduling and sharing with clients.
• Schedule and organize team and client meetings, confirming participant availability.
• Send reminders for appointments and important events.
Requirements:
• Fluent in English and Spanish. Strong communication skills for emails and calls, with a customer service focus.
• Self-starter with a proactive attitude, adaptable to new tasks and AI tools, and able to work independently.
• Supportive and approachable, with good judgment in client interactions and openness to feedback.
• Highly organized, detail-oriented, and skilled in time management, capable of handling multiple priorities in a fast-paced environment.
• Experience with Google Drive, Dropbox, and CRM systems (e.g., Salesforce); willing to learn new platforms.
Project ID:_RH-11453-lancer
Expired
$4.00 Fixed
5 Days left
$5.00 Fixed
Closing Today
$8.00 Fixed
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$8.00 Fixed
Expired
$9.00 Fixed
Expired
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