Operations & Customer Success Virtual Assistant

• Manage client onboarding and ensure a smooth transition for new customers.
  
• Serve as a primary point of contact for client inquiries, providing timely and professional support.
  
• Maintain and update client information within GoHighLevel (GHL) and other business systems.
  
• Track client activities, workflows, and project progress to ensure deadlines are met.
  
• Create, maintain, and analyze spreadsheets for operational reporting, tracking, and performance metrics.
  
• Assist with billing, invoicing, payroll coordination, and other administrative finance-related tasks.
  
• Coordinate internal operations and communicate effectively across departments.
  
• Identify opportunities to improve workflows and operational efficiency.
  
• Prepare reports, documentation, and SOPs as needed.
  
• Perform other operations and customer success tasks assigned by management.
  

Requirements

• Minimum of 2 years of experience in Operations, Customer Success, Executive/Administrative Support, or a similar remote role.
  
• Experience managing client onboarding and customer relationships.
  
• Hands-on experience using GoHighLevel (GHL) or similar CRM platforms.
  
• Advanced proficiency in Google Sheets or Microsoft Excel, including formulas, reporting, and data analysis.
  
• Experience supporting billing, invoicing, payroll, or related administrative processes.
  
• Excellent verbal and written English communication skills.
  
• Strong organizational skills with exceptional attention to detail.
  
• Ability to manage multiple priorities independently in a fast-paced remote environment.
  
• High level of professionalism, accountability, and problem-solving ability.
  
• Strong technical aptitude and the ability to learn new software quickly and systems.
  

• Experience working with agencies, SaaS companies, consulting firms, or service-based businesses.
  
• Familiarity with project management tools such as Asana, ClickUp, Monday.com, or Trello.
  
• Experience documenting workflows and creating Standard Operating Procedures (SOPs).
  
• Basic knowledge of automation platforms such as Zapier or Make.
  
• Experience with reporting dashboards and business performance metrics.