CRM Virtual Assistant

Description

Summary: This full-time remote CRM Virtual Assistant role supports internal account management and client delivery operations for a fast-scaling tech-enabled tax accounting firm, focusing on CRM accuracy and workflow visibility. Highlights: 1. High-trust position with strong upward mobility 2. Potential promotion path to Client Account Manager 3. Thrive in fast-moving, ambiguous startup environments **ABOUT THE ROLE:** A U.S.\-based, tech\-enabled tax accounting firm experiencing rapid year\-over\-year growth is hiring a CRM Virtual Assistant to support internal account management and client delivery operations. This is a full\-time (40\+ hours) remote role within a fast\-scaling, VC\-backed startup. The core focus is maintaining CRM accuracy and internal workflow visibility so leadership, client account managers, and tax teams can move quickly and efficiently. This is a high\-trust position with strong upward mobility, including a potential promotion path to Client Account Manager. **ABOUT YOU:** Detail\-oriented and highly organized, you thrive in fast\-moving, ambiguous startup environments. You are proactive, communicate clearly (especially in writing), and naturally take ownership of tasks. You enjoy keeping systems clean and structured, have strong numerical awareness, and maintain razor\-sharp attention to detail even under pressure. You are comfortable supporting U.S.\-based leadership teams and understand the pace and unpredictability of startup operations. **RESPONSIBILITIES:** **CRM Administration \& Hygiene:** * 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 **Client Service Operations (Internal\-Facing):** * 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) **Process Improvement:** * Create templates, checklists, and SOP documentation * Identify workflow bottlenecks and recommend improvements * Collaborate with engineering on CRM, client portal, and analytics enhancements **Requirements:** * 1–2 years of experience in CX, operations, account management, or virtual assistant roles (U.S. startup exposure preferred) * 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) **Preferred::** * Experience working with U.S.\-based startups * Exposure to ticketing/customer support tools (Pylon preferred) * Track record of exceeding CSAT, SLA, QA, or operational KPIs **Benefits:** * Work From Home * Training \& Development