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Outbound Appointment Setter / Marketing & Client Success VA (Remote)

Role overview

Qualifications

  • Proven experience as a Virtual Assistant, Appointment Setter, Marketing Assistant, Client Success VA, or similar role.
  • Strong background in LinkedIn outreach and appointment setting.
  • Excellent written and verbal English skills.
  • Proficiency with Go High Level (GHL).

Responsibilities

  • Conduct outbound LinkedIn outreach to mortgage brokers and referral partners.
  • Plan, schedule, and publish content across multiple social media platforms.
  • Write engaging social media posts, blog articles, and marketing emails.
  • Send welcome emails and manage onboarding workflows for new clients.

Key facts

Other skills

  • Organizational Skills
  • Time Management
  • Communication
  • Teamwork
  • Proactivity
  • Detail Oriented
  • Creativity

About the company

VA4U logo

VA4U

More than just a Virtual Assistant company. Sourcing the top 1% of Filipino and Sri Lankan talent.

Company details

Company size201 - 500

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Job description

Outbound Appointment Setter / Marketing & Client Success VA (Remote)

 

Are you a driven Virtual Assistant with a talent for appointment setting, client communication, social media management, and marketing support? Join VA4U as we expand our business and provide exceptional support to our clients!

 

We are seeking a proactive and highly organized professional who thrives on LinkedIn outreach, client onboarding, content creation, and all aspects of business support. If you're confident building relationships, enjoy crafting engaging content, and excel at managing multiple priorities in a fast-paced, remote environment, we want you on our team!

 

Key Responsibilities

 

Business Development & Appointment Setting

  • Conduct outbound LinkedIn outreach to mortgage brokers and referral partners.

  • Build and nurture strong, long-term referral partnerships.

  • Schedule appointments and meetings for the business owner.

  • Proactively follow up with leads and maintain an active sales pipeline.

 

Social Media Management

  • Plan, schedule, and publish content across multiple social media platforms.

  • Repurpose Canva templates for various content needs.

  • Write attention-grabbing captions and marketing copy.

  • Monitor comments, messages, and audience engagement.

  • Ensure brand consistency across all digital channels.

 

Content Creation

  • Write engaging:

    • Social media posts

    • Blog articles

    • Email newsletters

    • Marketing emails

  • Contribute to content planning and ongoing marketing campaigns.

 

Client Onboarding & Customer Success

  • Send welcome emails and communications to new clients.

  • Collect client identification and required onboarding documentation.

  • Manage onboarding workflows and maintain ongoing client communications.

  • Coordinate follow-ups to deliver a seamless client experience.

 

Administrative Support

  • Oversee general business administration tasks.

  • Manage CRM and client databases.

  • Coordinate client gifts and execute online research.

  • Provide executive and administrative assistance as needed.

 

Requirements

 

Essential Skills & Experience

  • Proven experience as a Virtual Assistant, Appointment Setter, Marketing Assistant, Client Success VA, or similar role.

  • Strong background in LinkedIn outreach and appointment setting.

  • Excellent written and verbal English skills.

  • Proficiency with Go High Level (GHL).

  • Skilled in Canva design.

  • Outstanding organizational and time management abilities.

  • Ability to work independently while handling multiple projects.

  • Confident in client communication and relationship-building.

 

Nice to Have

  • Experience using social media scheduling tools.

  • Background in email marketing.

  • CRM management skills.

  • Copywriting experience.

  • Digital marketing knowledge.

  • Google Ads familiarity.

  • Workflow automation expertise.

 

We’re Looking For Someone Who Is

  • Proactive and self-motivated

  • Friendly, professional, and approachable

  • Creative with a strong eye for design

  • Detail-oriented and highly organized

  • Adaptable to working independently in a remote setup

  • Passionate about delivering outstanding client service

 

Equipment Requirements

  • Reliable computer or laptop

  • Stable, high-speed internet connection

  • Backup internet connection

  • Quiet, professional home office environment

 

Why Join Us?

  • Permanent work-from-home position

  • Day shift (Philippine Time)

  • Work directly with an Australian-based client

  • Long-term career growth opportunities

  • Supportive and collaborative remote team

 

If you’re ready to take your Virtual Assistant career to the next level and be part of a growing business, we’d love to hear from you!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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