Customer Success & Sales Operations Administrative Virtual Assistant
New
2
20four7VAHealthcare technology
Location: Worldwide, 6:00 AM–2:00 PM ESTContractJunior
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 2+ years of administrative, operations, or executive support experience required
- Required Skills
- Microsoft ExcelHubSpotGoogle SheetsGoogle WorkspaceSlackCRM
Requirements
- Have 2+ years of administrative, operations, or executive support experience.
- Demonstrate strong Google Sheets and/or Microsoft Excel proficiency.
- Have CRM experience; HubSpot is strongly preferred.
- Have experience preparing reports and validating data.
- Demonstrate excellent written English and professional communication.
- Show strong attention to detail and the ability to manage multiple priorities.
- Have Slack or similar team collaboration experience; preferred.
- Healthcare administration or healthcare technology experience is strongly preferred.
- Skilled nursing facility or long-term care experience is preferred.
- Customer Success or Sales Operations administrative experience is preferred.
- Be available for 40 hours per week, Monday through Friday, 6:00 AM–2:00 PM EST.
- Be familiar with AI productivity tools; preferred.
Responsibilities
- Schedule customer launch and training sessions and coordinate team calendars and internal meetings.
- Prepare Wednesday and Friday customer utilization reports.
- Validate information and maintain customer success records and CSU notes.
- Draft customer follow-up emails using meeting notes and established guidance.
- Track customer action items and coordinate internal follow-ups through Slack.
- Maintain sales and customer information, CRM records, and activities in HubSpot.
- Organize contract files and keep related HubSpot records current.
- Organize files, spreadsheets, reports, and shared business documents.
- Coordinate routine company mail forwarding and related logistics.
- Flag missing information, overdue items, or inconsistencies and provide task updates.
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