CRM & Automation Virtual Assistant

Type: Contract (Part-Time or Full-Time Opportunities)
Location: Global (Remote – Timezone Flexibility Preferred)

Role Overview

We’re hiring Technical Automation & CRM Specialists to support a range of clients in improving their operations through workflow automation, CRM management, and system integrations. These roles support consulting firms, SaaS businesses, franchises, and service providers with technical execution, campaign operations, and backend process setup.

Whether you're more junior with strong task management and CRM skills, or an advanced integrator with API experience and automation expertise, we have multiple openings suited to different skill levels.

Essential Qualifications (Must-Haves)

Hands-on experience with CRM platforms (e.g., HubSpot, Pipedrive, Airtable, JobNimbus, ServiceTitan, or similar)

Proficiency with automation tools like Zapier, Make, n8n, or custom API integrations

Strong attention to detail, communication skills, and task follow-through

Ability to manage multiple tasks, projects, and documentation in a remote, async environment

Comfortable with tools such as Google Workspace, Airtable, and/or project management platforms

Preferred Qualifications (Nice-to-Haves)

Experience supporting B2B founders, consultants, or SaaS/tech businesses

Familiarity with franchise operations, outbound campaigns, or lead generation workflows

Exposure to QuickBooks, ServiceTitan, Jobber, Housecall Pro, or GoHighLevel

Understanding of compliance workflows (e.g., HIPAA)

Dashboard building experience (e.g., Looker Studio, Airtable Interfaces)

Key Responsibilities (Depending on Role Scope)

Set up, manage, and troubleshoot CRM systems and campaign pipelines

Build and monitor workflow automations using tools like Zapier, Make, or n8n

Integrate third-party tools and platforms (e.g., QuickBooks Time with CRMs)

Document SOPs and maintain system visibility through reports and dashboards

Support outbound lead campaigns, email automation, and appointment setting

Analyze funnel or system performance and recommend optimizations

Ensure sync accuracy, deliverability, and timely execution of automated tasks

Provide technical and operational support for cross-functional teams