Client Success Virtual Assistant – Onboarding Bottlenecks
The Growth Partner
Executive Assistant, Marketing Experience
NightOwl Consulting
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteSalary
💰 ₱40,000 - ₱55,000 per month
Job Level
Mid-LevelSenior
About the role
- Manage and maintain the Loan Officer’s (LO) calendar, including setting, scheduling, and following up on appointments with clients, realtors, and other stakeholders.
- Organize and update the LO’s Customer Relationship Management (CRM) system by adding, categorizing, and manually entering leads, realtor contacts, and other business relationships.
- Maintain and update the Lead Contact Tracker List, ensuring accurate data and timely follow-ups.
- Handle email correspondence, prioritize tasks, and ensure timely responses to inquiries.
- Track, request, and respond to customer reviews to maintain a positive online reputation.
- Manage social media accounts, including content creation, ad design, and consumer interaction to promote engagement and maintain a strong online presence.
- Develop and execute ad campaigns across various online marketing channels to enhance brand awareness and generate leads.
- Use Account Engagement in Salesforce to create marketing campaigns, track customer engagement, and measure campaign performance.
- Assist in the creation of visually appealing and compelling content for marketing materials, including social media, email campaigns, and other digital platforms.
- Develop and maintain strong relationships with leads, clients, and referral partners to ensure timely follow-up and consistent communication.
- Assist with lead nurturing and follow-up through personalized outreach and communication.
Requirements
- Bachelor’s degree in Marketing, Business Administration, Communications, or a related field (preferred but not required).
- Proven experience as an Executive Assistant with a background in marketing, social media management, and/or CRM management.
- Proficiency in CRM systems (experience with Salesforce and Account Engagement is a plus).
- Strong knowledge of social media platforms and experience creating engaging content and ad campaigns.
- Familiarity with online marketing strategies, including ad creation and campaign management.
- Exceptional organizational and time-management skills, with the ability to multitask and meet deadlines.
- Excellent communication skills, both written and verbal, with strong attention to detail.
- Ability to work independently, take initiative, and maintain a high level of discretion and professionalism.
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM managementcontent creationad designonline marketingcampaign managementlead nurturingdata entrycustomer engagementemail correspondencesocial media management
Soft skills
organizational skillstime-management skillscommunication skillsattention to detailinitiativediscretionprofessionalismmultitaskingrelationship buildingfollow-up
Certifications
Bachelor’s degree in MarketingBachelor’s degree in Business AdministrationBachelor’s degree in Communications
