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Anavah Talent

Find your God-given space at a U.S. company. That's the Anavah promise.

CRM Virtual Assistant

Customer SupportCustomer SupportFull TimeRemoteMid LevelTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

22 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

CRM Virtual Assistant

Anavah Talent

Role Description A U.S.-based, tech-enabled tax accounting firm experiencing rapid year-over-year growth is hiring a CRM Virtual Assistant to support internal account management and client delivery operations. This is a full-time (40+ hours) remote role within a fast-scaling, VC-backed startup. The core focus is maintaining CRM accuracy and internal workflow visibility so leadership, client account managers, and tax teams can move quickly and efficiently. This is a high-trust position with strong upward mobility, including a potential promotion path to Client Account Manager. Qualifications - Detail-oriented and highly organized - Proactive with clear communication skills (especially in writing) - Strong numerical awareness - Ability to maintain attention to detail under pressure - Comfortable supporting U.S.-based leadership teams Responsibilities - CRM Administration & Hygiene - 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 - Client Service Operations (Internal-Facing) - 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) - Process Improvement - 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

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