Virtual Assistant – Operations & Tier 1 Tech Support (Real Estate Business)

-About Us-
We are a growing, systems-driven real estate business operating across multiple markets. Our team relies heavily on technology, automation, and clean data to ensure smooth operations. We are seeking a reliable, detail-oriented Virtual Assistant who will support day-to-day operations and serve as the first line of technical support for our internal tools and workflows.

This role is critical to maintaining operational efficiency and resolving issues quickly to keep our systems running smoothly.

-Role Overview-
As our Operations & Tech Support VA, you will be the first point of contact when something breaks, doesn’t sync, or requires cleanup. Your focus will be on assisting with CRM data, troubleshooting common issues, and ensuring the accuracy and functionality of our systems across the tech stack.

While you don't need to be a software engineer, you must be comfortable working with systems, logic, and data, particularly within Salesforce.

-Primary Responsibilities-

Tier 1 Tech Support

Act as the first point of contact for system issues (CRM, phone systems, email, automations)

Troubleshoot common issues independently before escalating them

Identify recurring issues and document solutions

Communicate clearly with internal tea ---------- mbers to resolve technical problems

CRM & Systems Support

Provide daily support for Salesforce, including data cleanup, field updates, record corrections, and basic reporting

Assist with integrations and automations using Zapier

Support phone systems (CloudTalk, Dialpad)

Support email marketing tools (Mailchimp)

Assist with Google Workspace (Gmail, Drive, Docs)

Data Management & Google Sheets

Clean, organize, and manipulate data in Google Sheets

Use advanced functions (VLOOKUP, XLOOKUP, filters, conditional formatting, and basic formulas) to ensure data accuracy and consistency

Prepare data for import/export between systems

Validate data accuracy and consistency

Documentation & Process Support

Follow and suggest improvements to existing SOPs

Document solutions to recurring issues and processes

Help maintain an up-to-date internal knowledge base

-Required Skills & Experience-

Must Have:

Strong experience with Google Sheets, including lookups, data cleanup, and logical thinking with formulas

Proficiency with Salesforce CRM (critical for this role)

Experience with tools like Zapier, Mailchimp, CloudTalk or Dialpad, and Google Workspace

Strong attention to detail and clear written communication

Ability to troubleshoot and resolve issues independently

Nice to Have (Not Required):

Previous experience supporting a CRM

Experience in the real estate industry

Familiarity with automations or integrations

Basic understanding of databases or data relationships

-What This Role Is NOT-

Not cold calling

Not sales

Not social media management

Not graphic design

This is a focused operations and systems support role

-Work Details-

Remote

Full time

Hours to be discussed (prefer some overlap with U.S. business hours)

Long-term opportunity for the right person

-How to Apply-
Please include:

A brief summary of your experience with Google Sheets

Your experience with Salesforce CRM (this is essential for the role)

Any tools listed above you’ve worked with

An example of a technical or data problem you’ve helped solve