Anavah Talent

CRM Virtual Assistant

Anavah Talent

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Job Level

Junior

About the role

  • Maintain CRM accuracy and data integrity daily
  • Proactively tag clients and update workstream statuses
  • Manage stakeholder contact records
  • Generate and share filtered lists based on specific targeting criteria
  • Support U.S. leadership and offshore Client Account Managers
  • Triage inbound inquiries and route to appropriate internal owners
  • Coordinate onboarding steps, intake tasks, scheduling, and follow-ups
  • Maintain light ticketing/customer support workflows (e.g., Pylon)
  • Create templates, checklists, and SOP documentation
  • Identify workflow bottlenecks and recommend improvements
  • Collaborate with engineering on CRM, client portal, and analytics enhancements

Requirements

  • 1–2 years of experience in CX, operations, account management, or virtual assistant roles (U.S. startup exposure preferred)
  • Strong written English proficiency (C2 level)
  • Familiarity with CRM systems
  • High attention to detail and strong numerical accuracy
  • Comfortable working independently in ambiguous environments
  • Exceptionally organized and proactive
  • Bachelor’s Degree (Academic distinction preferred)
  • **Preferred:**
  • Experience working with U.S.-based startups
  • Exposure to ticketing/customer support tools (Pylon preferred)
  • Track record of exceeding CSAT, SLA, QA, or operational KPIs
Benefits
  • Work From Home
  • Training & Development
Applicant Tracking System Keywords

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

Hard Skills & Tools
CRM systemsdata integrityticketing workflowscustomer supportSOP documentationworkflow improvementsnumerical accuracytargeting criteriaonboarding processesclient account management
Soft Skills
strong written English proficiencyattention to detailorganizational skillsproactiveindependent workability to manage ambiguitycollaborationstakeholder managementproblem-solvingtime management
Certifications
Bachelor’s Degree