Virtual Assistant – Data & Administrative - Remote

Overview

The Data & Administrative Virtual Assistant will support internal business operations by managing CRM tasks, monitoring communications, and ensuring accuracy across daily, weekly, monthly, and quarterly processes.

In Short

• Perform assigned daily, weekly, monthly, quarterly, and yearly tasks based on existing SOPs.
• Update and maintain records in Zoho CRM.
• Monitor client texts and flag missed responses to sales staff.
• Conduct data entry, clean-up, and reporting within CRM and spreadsheets.
• Assist with Excel/Google Sheets analysis for sales and operations tracking.
• Support ongoing business process documentation and adherence to SOPs.
• Coordinate with sales team to ensure timely follow-up and accurate client communication tracking.

Requirements

• Strong proficiency in Excel & Google Sheets.
• Experience with CRM systems (Zoho CRM experience is a plus but not required).
• Detail-oriented and highly organized, able to follow structured SOPs.
• Reliable, proactive, and capable of working independently.
• Strong written and verbal English communication skills.
• Comfortable working PST hours (Los Angeles time zone).

Benefits

• Flexible working hours.
• Opportunity to grow into client-facing tasks.
• Supportive team environment.