CRM Virtual Assistant
New
A
Anavah TalentTax Accounting
Workable locations: Central Visayas, Philippines. Davao Region, Philippines. Western Visayas, Philippines. Ilocos Region, Philippines. Cagayan Valley, Philippines. Metro Manila, National Capital Region, PhilippinesFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- 1–2 years of experience
- Required Skills
- QAOrganizational skillsAccount ManagementCRM
Requirements
- 1–2 years of experience in CX, operations, account management, or virtual assistant roles
- Strong written English proficiency (C2 level)
- Familiarity with CRM systems
- High attention to detail and strong numerical accuracy
- Comfortable working independently in ambiguous environments
- Exceptionally organized and proactive
- Bachelor’s Degree (Academic distinction preferred)
- Experience working with U.S.-based startups (preferred)
- Exposure to ticketing/customer support tools (Pylon preferred)
- Track record of exceeding CSAT, SLA, QA, or operational KPIs
Responsibilities
- Maintain CRM accuracy and data integrity daily
- Proactively tag clients and update workstream statuses
- Manage stakeholder contact records
- Generate and share filtered lists based on specific targeting criteria
- Support U.S. leadership and offshore Client Account Managers
- Triage inbound inquiries and route to appropriate internal owners
- Coordinate onboarding steps, intake tasks, scheduling, and follow-ups
- Maintain light ticketing/customer support workflows (e.g., Pylon)
- Create templates, checklists, and SOP documentation
- Identify workflow bottlenecks and recommend improvements
- Collaborate with engineering on CRM, client portal, and analytics enhancements
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