Virtual Assistant – CRM & Automation Specialist
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Job Description
CRM & Automation Specialist managing and optimizing customer relationship systems for various clients. Focused on CRM management, operational automation, and data integrity.
Responsibilities:
- Set up, maintain, and update CRM systems such as GoHighLevel, HubSpot, Salesforce, or similar platforms
- Ensure pipelines, contacts, and deal stages are properly structured and organized
- Maintain clean and accurate CRM data across all records
- Monitor system usage and ensure consistency across teams
- Build and maintain structured pipelines for leads, deals, and customer journeys
- Ensure leads are properly tracked through each stage of the CRM
- Update deal statuses and ensure accurate reporting visibility
- Assist in building and maintaining basic automation workflows within CRM or connected tools
- Support trigger-based actions such as follow-ups, notifications, and pipeline updates
- Ensure automations are functioning correctly and troubleshoot basic issues
- Maintain documentation of workflows and system logic
- Assist in connecting CRM tools with other platforms (forms, landing pages, email systems, etc.)
- Ensure data flows correctly between systems
- Support basic integration troubleshooting and updates
- Help maintain consistency across connected tools
- Assist in generating reports related to leads, sales activity, and pipeline performance
- Identify inconsistencies or missing data and correct or escalate them
- Support visibility into system performance and usage
- Assist internal teams with CRM-related issues or questions
- Implement system updates based on client requirements
- Support ongoing improvements to workflows and operational systems
Requirements:
- Experience working with CRM systems such as GoHighLevel, HubSpot, Salesforce, or similar platforms
- Strong understanding of pipelines, workflows, and customer journey mapping
- Basic knowledge of automation principles (triggers, actions, sequences)
- High attention to detail and system accuracy
- Strong problem-solving and analytical thinking skills
- Experience in CRM administration or systems support roles is highly preferred
- Familiarity with CRM Platforms (GoHighLevel, HubSpot, Salesforce, Pipedrive, or similar)
- Familiarity with Automation Tools (Zapier, Make/Integromat, or built-in CRM automations)
- Familiarity with Form Builders / Landing Pages (Typeform, Webflow, WordPress, or similar)
- Familiarity with Communication Tools (Slack, Zoom, email systems)
- Familiarity with Google Workspace / Microsoft Office
- Basic understanding of APIs or integrations is a plus
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