Operations & Client Support Virtual Assistant
H
Hunt StBuilding Materials
Philippines, Australian Eastern business hoursContractMiddle
Salary1500 - 2000 AUD per month
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Job Details
- Languages
- English
- Experience
- 3–5+ years
- Required Skills
- SalesforceGoogle Workspace
Requirements
- 3–5+ years of experience as a Virtual Assistant in operations and client support.
- Experience in admin support, accounts receivable, sales support, project coordination, logistics follow-up, or PA work.
- Proficient in Xero.
- Proficient in Salesforce.
- Proficient in Google Workspace.
- Excellent written and verbal communication skills in English.
- Strong attention to detail with the ability to understand context.
- Confident and professional phone manner, comfortable handling payment follow-ups and sensitive conversations.
- Self-directed, reliable, and available during Australian Eastern business hours.
- Able to manage multiple priorities and deadlines.
- Works independently and escalates issues appropriately.
- Customer-focused, commercially aware, and balanced in follow-up approach.
- Experience with Zoho is a bonus.
Responsibilities
- Review overdue accounts in Xero and cross-check in Salesforce before contacting customers.
- Make sensible decisions about account follow-up and escalate sensitive cases.
- Keep accurate notes on actions, responses, and next steps for overdue accounts.
- Use a friendly, professional, and respectful tone for payment follow-up, adjusting based on debt age.
- Potentially assist with reconciling incoming payments and checking invoices in Xero via AutoEntry.
- Send final invoices to clients and follow up to confirm receipt.
- Follow up on warm sales leads and assist with commercial project follow-up.
- Set up projects and opportunities correctly in Salesforce and maintain clean records.
- Process website orders within required timeframes (before 10:00 am following day for orders received after 12:00 pm and before 9:00 am Australian time).
- Chase up failed deliveries with freight companies and keep internal teams updated.
- Record completed project photos and details on spreadsheets.
- Provide PA support to company directors, including filing, document organization, and travel booking.
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