Virtual Assist

Customer Support

• Handle inbound and outbound customer communication via phone, email, SMS, or chat
• Provide professional and timely customer support while maintaining a positive client experience
• Update and manage customer information accurately in JobNimbus CRM
• Follow company SOPs, scripts, and workflows consistently
• Schedule appointments and coordinate follow-ups with clients and internal teams
• Monitor customer inquiries and ensure all tickets or requests are resolved promptly
• Document customer interactions, notes, and updates inside the CRM
• Assist with lead management, status updates, and pipeline tracking
• Perform data entry and maintain organized digital records
• Escalate customer concerns or urgent issues to the appropriate department
• Coordinate with sales and operations teams to ensure smooth customer onboarding and service delivery
• Track task completion and maintain daily productivity targets
• Assist with quality assurance by ensuring all processes are completed accurately
• Maintain confidentiality of customer and company information
• Provide general administrative support and assist with special projects as needed

Customer Service Representative

Executive Assistant

• **Key Responsibilities:**
• **GoHighLevel (GHL) Management**
• - Build, audit, and maintain GHL accounts, including pipelines, workflows, automations, triggers, and integrations
• - Develop end-to-end automation systems (lead intake, follow-ups, pipeline movement, tagging, appointment booking, voicemail drops)
• - Troubleshoot and resolve workflow issues, broken triggers, and logic errors independently
• - Manage CRM data integrity, including contact records, custom values, segmentation, and tagging across multiple client accounts
• - Support AI conversation bot (Amanda V5) deployments, including workflow triggers and custom value mapping
• - Ensure zero data bleed between client sub-accounts
• **Meta Ads Management (Facebook & Instagram)**
• - Build, launch, and manage Meta ad campaigns across 15+ accounts simultaneously
• - Set up complete campaign structures (awareness, lead generation, retargeting, lookalike audiences)
• - Monitor campaigns daily for performance issues, disapprovals, budget pacing, and audience fatigue
• - Optimize campaigns by identifying what to scale, pause, or refresh based on performance data
• - Manage pixels, lead forms, and conversion tracking setups
• - Conduct audits and continuously improve account performance
• - Interpret and report campaign data clearly for internal use
• **Creative Production (Design Support)**
• - Design high-quality static ad creatives (1:1 and 9:16 formats) for Facebook and Instagram
• - Produce multiple creative variations for A/B testing
• - Ensure all creatives align with brand guidelines, messaging, and compliance standards
• - Make quick adjustments to existing creatives for refreshes or fixes
• - Organize and maintain a clean, structured asset library
• - Apply strong design fundamentals (visual hierarchy, clear CTA, professional aesthetic)
• **Client & Team Support**
• - Provide accurate campaign data, insights, and updates to the Account Manager
• - Support client communication by ensuring all backend systems and reporting are up-to-date
• - Occasionally join client calls to provide technical insights on ads and GHL systems
• - Proactively flag issues, risks, or performance drops before they impact clients
• - Maintain professional and clear communication at all times
• **Additional Responsibilities**
• - Support onboarding of new client accounts using existing SOPs
• - Create and document SOPs for workflows, campaigns, and troubleshooting
• - Collaborate with internal team members to improve systems and processes
• - Assist with administrative tasks and special projects as needed

Virtual Assistant – GoHighLevel, Meta Ads & Creative Production

• Manage executive calendars, appointments, and scheduling across multiple time zones
• Organize meetings, prepare agendas, and take detailed meeting notes or action items
• Handle email and inbox management, including responding to inquiries, filtering messages, and prioritizing communication
• Manage text and email communication with clients, partners, and internal teams in a timely and professional manner
• Handle inbound and outbound phone calls, ensuring clear, confident, and professional communication
• Perform menu programming updates and maintenance with accuracy and attention to detail
• Submit and track paperwork, applications, and required documentation efficiently
• Prepare professional correspondence, reports, proposals, and presentations
• Perform data entry, maintain spreadsheets, and update CRM systems with accuracy
• Conduct research and compile information into clear, actionable summaries
• Manage project timelines using tools such as Asana, Trello, or ClickUp, ensuring deliverables are completed on time
• Maintain digital filing systems and organize shared drives for easy access to information
• Draft standard operating procedures (SOPs) or process documentation for recurring tasks
• Protect and handle confidential or sensitive business information with discretion
• Provide general administrative support to leadership and assist with special projects as needed

Customer Service Representative

Virtual Assistant – GoHighLevel, Meta Ads & Creative Production

Spanish Bilingual General Virtual Assistant