CRM与运营虚拟助理
CRM & Operations Virtual Assistant
职位描述
我们正在寻找一位积极主动、技术娴熟的CRM与运营虚拟助理，以支持一家不断壮大的咨询公司。
这不是一份传统的行政类VA职位。你将负责管理公司的HubSpot CRM、数据库、工作流程和运营流程，帮助保持一切井然有序、高效运行。
理想的候选人不是只等待指示的人。你将被期望发现改进流程的机会，提出解决方案，并使用自动化工具提高业务效率。
该职位最初每周20小时，随着业务增长和职责扩展，有转为全职的可能。
主要职责
● 管理和维护HubSpot CRM，确保数据准确、有序且及时更新
● 管理和分类数据库、联系人、潜在客户和线索信息
● 创建和维护潜在客户和通话列表
● 监控新询盘并协调适当的后续跟进
● 协助处理公司内部的行政和运营任务
● 识别重复性流程并推荐自动化机会
● 使用Zapier构建和管理自动化流程
● 协助开发和优化CRM工作流程和流程
● 支持KPI跟踪和报告的创建与维护，包括Google Sheets仪表板
● 通过Calendly管理日程安排和与日历相关的行政事务
● 在需要时进行偶尔的专业电话跟进
● 使用AI工具如ChatGPT和Claude提高效率并简化流程
● 在OneNote、Google Drive和Google Workspace中保持文档和信息的有序管理
● 寻找改进系统、工作流程和日常运营的方法
● 随着职位发展，可能支持LinkedIn的推广和管理
为什么加入Assist World？
100% 远程办公
50美元生日奖金
200美元推荐奖励
无追踪器，无问题
我们寻找的人选
我们寻找一位积极主动、善于解决问题且高度组织化的人。
你应该能够自主承担任务，独立调查问题，并提出改进工作方式的建议。
必要条件：
● 熟练使用HubSpot CRM
● 具备Zapier和工作流自动化的实际操作经验
● 优秀的行政和组织能力
● 强大的数据库管理经验
● 熟悉使用Google Workspace和Google Drive
● 有使用Calendly或类似日程安排工具的经验
查看英文原文
About the RoleWe’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant tosupport a growing consulting business.This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpotCRM, databases, workflows, and operational processes, helping to keep everythingorganised, efficient, and running smoothly.The ideal candidate is someone who doesn’t simply wait for instructions. You’ll be expected toidentify opportunities to improve processes, suggest solutions, and use automation tools tomake the business more efficient.The role will initially be 20 hours per week, with the potential to increase to full-time as thebusiness grows and your responsibilities expand.
Key Responsibilities● Manage and maintain the HubSpot CRM, ensuring data is accurate, organised, and upto date● Manage and segment databases, contacts, prospects, and lead information● Build and maintain prospect and call lists● Monitor incoming enquiries and coordinate appropriate follow-ups● Assist with administrative and operational tasks across the business● Identify repetitive processes and recommend opportunities for automation● Build and manage automations using Zapier● Help develop and improve CRM workflows and processes● Support the creation and maintenance of KPI tracking and reporting, including GoogleSheets dashboards● Manage scheduling and calendar-related administration through Calendly● Conduct occasional professional phone follow-ups where required● Use AI tools such as ChatGPT and Claude to improve efficiency and streamlineprocesses● Maintain organised documentation and information across OneNote, Google Drive andGoogle Workspace● Look for ways to improve systems, workflows, and day-to-day operations● Potentially support LinkedIn outreach and management as the role develops
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
What We’re Looking For
We’re looking for someone who is proactive, resourceful, and highly organised.
You should be comfortable taking ownership of tasks, investigating problems independently, and
suggesting ways to improve how things are done.
Essential:
● Strong experience using HubSpot CRM
● Hands-on experience with Zapier and workflow automation
● Excellent administrative and organisational skills
● Strong database management experience
● Comfortable working with Google Workspace and Google Drive
● Experience using Calendly or similar scheduling platforms
● Confident using AI tools such as ChatGPT and/or Claude
● Excellent written and verbal English
● Strong attention to detail
● Ability to work independently and manage priorities
● Professional and confident communication style
Nice to Have:
● Experience with LinkedIn outreach or LinkedIn Sales Navigator
● Experience managing KPI dashboards or reporting in Google Sheets
● Experience with phone-based prospect follow-up
● Experience working within a consulting, sales, or professional services environment
● Familiarity with Mac tools and OneNote
● Experience identifying and implementing business process improvements