Virtual Assistant
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Job Description
Asistente Virtual organizado para compañía que ayuda a pequeñas empresas a obtener financiamiento. Soporte en gestión de solicitudes, carga de documentos y uso de Salesforce.
Responsibilities:
- Gestionar solicitudes y leads entrantes
- Crear y actualizar registros de clientes en Salesforce y verificar la información
- Recopilar, cargar y organizar solicitudes y documentos financieros en Salesforce
- Acompañar y avanzar las oportunidades a lo largo del pipeline de ventas
- Enviar expedientes completos a los prestamistas
- Dar seguimiento a solicitudes de underwriting
- Actualizar y mantener documentos internos, hojas de cálculo y herramientas de seguimiento
Requirements:
- +1 año de experiencia (Comprobable)
- Atención al detalle
- Organizado
- Inglés C2: Avanzado
- Comunicación clara y eficaz, verbal y escrita
- Autonomía
- Adaptabilidad y aprendizaje rápido
- Responsabilidad
- Experiencia previa en roles administrativos o de back-office
- Experiencia trabajando con Salesforce u otro CRM similar
- Experiencia en operaciones de ventas o soporte comercial
- Inglés avanzado, oral y escrito es indispensable.
- Profesiones Administración de empresas. Campos similares.
Benefits:
- Trabajo 100% remoto
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