Virtual Assistant (Client Experience Specialist)

This is a remote position.

Position Overview:

Key Responsibilities:

• Manage and organize client onboarding and offboarding workflows.
  

• Respond to client inquiries promptly and professionally via email, chat, or CRM.
  

• Maintain client databases and update records to ensure accuracy and efficiency.
  

• Support CRM setup, automations, and client follow-up systems (e.g, ClickUp, etc.).
  

• Assist in creating SOPs, client guides, and service documentation.
  

• Coordinate meetings, reminders, and deliverables between clients and team members.
  

• Track and manage feedback or testimonials to enhance client satisfaction.
  

• Support administrative or customer service tasks as needed to keep operations running smoothly.
  

Requirements

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)
    

  • Google Workspace, ClickUp, Airtable, or Notion
    

  • 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.
  

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Equipment Requirements:

• 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.)
  

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Benefits

If you’re passionate about client relationships, love creating order out of chaos, and thrive in a flexible virtual environment, we’d love to hear from you!

Submit your application