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

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Hard Skills & Tools

CRM managementemail marketingSMS marketingGoogle SheetsExcelautomation setupworkflow managementdata entryclient communicationappointment scheduling

Soft Skills

attention to detailorganizationcommunicationreliabilityproactivity