Virtual Assistant (Client Experience Specialist)
RemoteUnited States
Job Summary
Manage and organize client onboarding and offboarding workflows while responding to inquiries via email, chat, or CRM. Maintain client databases, support CRM setup and automations in tools like ClickUp, and assist in creating SOPs and service documentation. Coordinate meetings and reminders between clients and team members, then track feedback and testimonials to enhance satisfaction. Support administrative and customer service tasks as needed to keep operations running smoothly. This remote, independent contractor role requires proficiency in Google Workspace, ClickUp, and similar productivity tools, with hours and workload varying based on client assignments.
Required Qualifications
- 2+ years of experience as a Virtual Assistant, Client Experience Manager, or Customer Support Specialist
- Excellent written and verbal communication skills with a friendly, professional tone
- Strong organizational and time-management skills; ability to multitask effectively
- Proficiency in tools such as: CRM systems (17Hats, Dubsado, HoneyBook, or similar)
- Proficiency in tools such as: Google Workspace, ClickUp, Airtable, or Notion
- Proficiency in tools such as: Email and calendar management tools
- High level of professionalism, discretion, and reliability
- Ability to work independently and manage deadlines without direct supervision
- A passion for providing exceptional client service and creating positive experiences
- Reliable high-speed internet connection
- Laptop or desktop computer with updated software
- Noise-canceling headset or clear audio setup for virtual meetings
- Secure and private workspace for client communications
- Access to productivity tools (Google Workspace, Zoom, Slack, etc.)
Desired Qualifications
- If you're passionate about client relationships, love creating order out of chaos, and thrive in a flexible virtual environment
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