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20four7VA

CRM & Marketing Support Virtual Assistant

20four7VA

Marketing Virtual Assistant supporting CRM management and client communication for a financial services business. Focused on organizing data and automating processes to improve business efficiency.

Posted 5/5/2026full-timeRemote • 🌎 Anywhere in the WorldJuniorWebsite

About the role

Key responsibilities & impact
  • Set up, organize, and manage a CRM system (Agent CRM / GoHighLevel-based)
  • Help streamline client communication and appointment scheduling
  • Assist in setting up basic email and SMS automations
  • Support outbound communication campaigns to existing clients
  • Help schedule appointments and follow-ups through CRM workflows
  • Maintain and update CRM records on an ongoing basis
  • Assist with basic email marketing campaigns
  • Collaborate with clients to improve business efficiency

Requirements

What you’ll need
  • 1–2+ years experience as a VA, Marketing VA, or CRM support role
  • Familiarity with CRM platforms (GoHighLevel, HubSpot, Salesforce, etc.)
  • Strong Google Sheets / Excel skills
  • Ability to follow SOPs and video instructions
  • Strong attention to detail and organization
  • Good English communication skills
  • Reliable and proactive
  • Nice to Have: GoHighLevel / Agent CRM experience
  • Email/SMS marketing experience

Benefits

Comp & perks
  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM managementemail marketingSMS marketingGoogle SheetsExcelautomation setupworkflow managementdata entryclient communicationappointment scheduling
Soft Skills
attention to detailorganizationcommunicationreliabilityproactivity