Crm Management Jobs

Join our dynamic team in the life insurance industry as an Entry-Level Personal Assistant with a focus on CRM management and email marketing. This remote role offers an exciting opportunity for individuals eager to grow their skills in a corporate and professional environment. As a Personal Assistant you will play a crucial role in ensuring effective communication and streamlined operations. Your responsibilities will include: Checking and managing messages to ensure timely responses and efficient communication. Setting up and managing email campaigns using CRM tools to enhance client engagement. Utilizing AI tools to optimize and manage various tasks for improved productivity. We are looking for candidates who possess the following skills and attributes: Basic understanding of CRM systems and email drip marketing techniques. Strong organizational skills with attention to detail. Proficiency with AI tools to support efficient task management. Excellent communication skills and a professional demeanor. This entry-level position is perfect for motivated individuals eager to develop their skills in a supportive remote work environment. If you are ready to take on new challenges and contribute to our team's success we encourage you to apply.

Position Title Digital Operations & AI Coordinator Position Overview Joy Fluent is seeking a highly organized tech-savvy Digital Operations & AI Coordinator to oversee the day-to-day execution of client projects internal systems AI tools and team workflows. This role serves as the operational hub of the company ensuring projects move forward deadlines are met systems are maintained and AI-powered processes are continuously optimized. The ideal candidate enjoys building structure solving problems documenting processes and leveraging technology to create efficiency. This is not a traditional administrative role. This position sits at the intersection of operations project management digital systems automation and AI. Core Responsibilities Project & Client Delivery Management Manage client projects from onboarding through completion Track all deliverables deadlines and project milestones Coordinate work across designers developers content creators and contractors Maintain project visibility and status updates Identify risks bottlenecks and missed deadlines before they impact clients Ensure client deliverables meet quality standards before submission AI & Automation Management Assist with implementation and optimization of AI tools across the business Maintain ChatGPT Claude Notion AI and other AI-powered workflows Develop and improve AI prompts templates and operational processes Identify repetitive tasks that can be automated Recommend and implement efficiency improvements using AI and automation tools Help build and maintain Joy Fluent's AI-powered service delivery systems Go High Level (GHL) Administration Maintain GHL pipelines workflows automations and forms Monitor lead flow and customer journey processes Troubleshoot automation issues Coordinate funnel launches and updates Support CRM organization and data integrity Assist with campaign setup and implementation Systems & Process Documentation Create and maintain Standard Operating Procedures (SOPs) Document workflows and internal processes Build training materials for team members Organize company knowledge bases and resources Ensure operational consistency across all client projects Team Accountability & Coordination Facilitate weekly team accountability meetings Track assignments and follow-up actions Monitor project progress and team capacity Ensure deadlines and commitments are being met Provide regular status updates to leadership Maintain task management systems such as ClickUp Digital Operations Support website projects and digital implementation efforts Coordinate content publishing schedules Assist with email marketing and campaign execution Monitor platform integrations and digital tools Maintain operational dashboards and reporting Success Metrics Success in this role will be measured by: Client projects delivered on time Team deadlines consistently met SOPs documented and maintained GHL systems functioning properly AI workflows implemented and utilized Reduced operational bottlenecks Improved team accountability Increased efficiency through automation Preferred Skills & Experience Required Experience managing multiple projects simultaneously Strong organizational and time management skills Familiarity with AI tools including ChatGPT and Claude Experience with project management platforms such as ClickUp Asana or Monday Excellent written and verbal communication skills Strong problem-solving abilities Ability to work independently and proactively Preferred Go High Level (GHL) experience CRM management experience Workflow automation experience Notion experience Basic website knowledge (WordPress Lovable or similar platforms) Experience supporting remote teams Digital marketing operations experience About Joy Fluent Joy Fluent helps founders small businesses nonprofits and professionals gain clarity communicate their value and build momentum through strategy systems communications AI-powered solutions and implementation support. Our work is grounded in one simple belief: Clarity creates confidence. Connection creates opportunity. Momentum comes through intentional action. We are looking for someone who loves bringing order to complexity embraces technology and enjoys helping ideas move from vision to execution. 👍🏾

Job Title Virtual Assistant (VA) - Sales & Marketing AI Operator Department: Sales & Marketing Reports To: Sales & Marketing Manager / CEO Employment Type: Full-Time or Part-Time (Remote) Company: Advanced Marketing & Sales About Us Advanced Marketing & Sales helps businesses grow through AI-powered marketing automation customer relationship management (CRM) lead generation and sales systems. We combine artificial intelligence with human expertise to help organizations attract more customers automate operations and increase revenue. We are looking for a highly organized technology-driven Virtual Assistant who is eager to learn AI tools digital marketing and sales operations while supporting multiple client projects. Position Summary The VA Sales & Marketing AI Operator plays a key role in executing digital marketing campaigns managing customer relationships supporting sales activities and operating AI-powered business systems. This position combines marketing CRM management automation AI prompting and administrative support to ensure that leads are captured nurtured and converted into customers. Key Responsibilities Sales Operations Manage leads within GoHighLevel (GHL). Update CRM records accurately. Create and manage sales opportunities. Monitor pipelines and sales stages. Schedule appointments and follow-ups. Send proposals and follow-up communications. Track sales performance metrics. Maintain customer records. Marketing Operations Publish social media content. Schedule posts across multiple platforms. Assist with email marketing campaigns. Support SMS marketing campaigns. Build landing pages and funnels in GoHighLevel. Create and edit surveys and forms. Maintain company websites and marketing assets. Assist with SEO initiatives. Monitor campaign performance. AI Operations Use ChatGPT and other AI tools to create: marketing content; emails; blog articles; social media posts; SMS campaigns; sales scripts; job descriptions; promotional materials. Improve AI prompts for better business results. Research new AI tools and recommend improvements. Support AI-powered customer service systems. GoHighLevel Responsibilities Manage contacts. Build pipelines. Create workflows. Configure automation. Create calendars. Manage opportunities. Organize tags and custom fields. Build forms and surveys. Generate reports and dashboards. Administrative Support Prepare reports. Maintain project documentation. Update spreadsheets. Organize digital files. Support client onboarding. Coordinate virtual meetings. Perform general administrative duties. Required Skills Excellent written and verbal English communication. Strong organizational skills. High attention to detail. Ability to manage multiple projects. Strong problem-solving abilities. Comfortable learning new technology. Self-motivated and dependable. Professional attitude. Ability to work independently. Technical Skills Preferred experience with: GoHighLevel (GHL) ChatGPT or other AI platforms Google Workspace Microsoft Office Canva Facebook Business Suite LinkedIn TikTok WordPress (preferred) CRM systems Email marketing software Automation platforms (M hidden or Zapier is a plus) Key Performance Indicators (KPIs) The successful candidate will be evaluated based on: CRM data accuracy. Number of leads processed. Marketing campaigns completed. Workflow accuracy. Appointment scheduling performance. Sales follow-up completion rate. Response time to new inquiries. AI content production quality. Task completion on schedule. Overall contribution to business growth. Education & Experience Preferred: Associate or Bachelor's degree in Marketing Business Communications Information Technology or a related field. Experience in sales customer service marketing or virtual assistance is preferred but not required. Recent graduates and apprentices with strong technology skills are encouraged to apply. What You'll Learn This position provides hands-on experience in: Artificial Intelligence for Business Sales Operations Digital Marketing Customer Relationship Management (CRM) Marketing Automation Lead Generation Funnel Building Business Analytics SEO Email Marketing Social Media Marketing Automation Workflows AI Prompt Engineering Success Profile We are looking for someone who is: Curious and eager to learn. Passionate about technology and AI. Customer-focused. Organized and dependable. Comfortable working in a fast-paced environment. Committed to continuous improvement. Excited to help businesses grow through modern marketing and automation. Why Join Us? By joining Advanced Marketing & Sales you will gain real-world experience working with cutting-edge AI technology digital marketing strategies and CRM automation while contributing to projects across healthcare staffing professional services and home services. This role offers an excellent opportunity to build valuable skills that are in high demand in today's AI-driven business environment.

Join our dynamic insurance agency as a Virtual Assistant where your organizational expertise and attention to detail will drive our success in client management and operational efficiency. We are seeking a mid-level professional with a strong technical acumen to support our team remotely. As a Virtual Assistant you will play a crucial role in streamlining our processes and enhancing client interactions. Your primary responsibilities will include setting appointments through calls handling a variety of administrative tasks and engaging in qualifying calls to ensure client needs are met efficiently. Additionally you will be responsible for maintaining detailed notes and organizing data using Google Sheets. Appointment Setting: Initiate and manage client appointments via phone calls ensuring a seamless experience. Administrative Support: Execute various administrative duties to support the team effectively. Qualifying Calls: Conduct calls to assess and qualify client needs providing essential insights for our agents. Note Taking: Accurately document call outcomes and client interactions for future reference. CRM Management: Utilize CRM tools to update and maintain client information ensuring data accuracy and accessibility. Google Sheets Organization: Organize and manage data in Google Sheets for easy access and reporting. The ideal candidate will possess a blend of technical skills and a proactive approach to problem-solving. Experience with CRM systems and proficiency in Google Sheets are essential for success in this role along with fluent english speaking. If you are a detail-oriented technically skilled professional eager to contribute to a leading insurance agency we encourage you to apply and become a vital part of our team.

Chapter One is looking for a sharp reliable Virtual Assistant to help with recruiting and executive/ops support . What you'll do Source and screen candidates (recruiting support) Coordinate interviews follow-ups and scheduling Handle admin tasks inbox/calendar support and light ops Be responsive during NY (EST) hours and available for occasional emergencies including weekends if something comes up What we're looking for Strong English Recruiting or hiring support experience Organized proactive and detail-oriented Comfortable with fast-paced startups and shifting priorities Logistics Remote Must align with NY EST hours Long-term opportunity with growth potential If this sounds like you apply with a brief voice note.

We're looking for a proactive VP of Backend Operations & CRM Systems to support a high-performing service business by maintaining accurate data flow across HubSpot CallRail RingCentral Arrivy Vendo and Webflow. This role is ideal for someone who is organized systems-minded comfortable troubleshooting platform issues and able to help leadership pull accurate reports on leads appointments and revenue by source. This is not a strategy role. The focus is on backend operations data accuracy CRM cleanup reporting support and workflow efficiency. CRM Reporting & Data Management | Review and clean up HubSpot data to ensure leads appointments deals and revenue are accurately tracked. | Help build and maintain HubSpot reports that leadership can easily pull and trust. | Check that data from CallRail web forms Vendo and Arrivy maps correctly into HubSpot. | Identify missing duplicate or inconsistent lead source data and help correct it. | Maintain clean deal records contact records and source attribution where needed. CallRail RingCentral & Source Attribution Support | Review CallRail tracking numbers and confirm they are assigned to the correct lead sources such as Google Ads LSA organic referral or outbound campaigns. | Help clean up source attribution issues where outbound calls are incorrectly tagged under sales reps rather than the proper source categories. | Support workflow improvements between CallRail and RingCentral to reduce platform-switching friction for the call center team. | Document issues patterns and recommended fixes clearly. Platform & Workflow Support | Review the flow of information from HubSpot to Arrivy Vendo and back to HubSpot. | Help troubleshoot minor system issues and coordinate with platform support teams when needed. | Assist with routine Webflow content updates and minor website maintenance. | Clearly document processes updates and recurring tasks so the team has reliable SOPs. Admin & Communication Support | Communicate clearly with the client team members and vendor/platform support teams. | Provide regular updates on progress blockers and completed tasks. | Use AI tools responsibly to improve documentation reporting and written communication. | Maintain organized records task lists and process guides. Who We're Looking For The ideal candidate is highly organized analytical and comfortable working across multiple systems. You do not need to be a developer but you should be confident in learning platforms checking integrations and spotting data inconsistencies. You may be a great fit if you: | Have strong English communication skills especially in written updates and documentation. | Are detail-oriented and can spot inconsistencies in data reports workflows and CRM records. | Are tech-savvy and comfortable learning tools like HubSpot CallRail RingCentral Arrivy Vendo and Webflow. | Have experience with CRM management reporting lead tracking or sales operations support. | Can follow instructions carefully while also thinking ahead and identifying potential issues. | Are proactive resourceful and willing to explore possible solutions before escalating. | Can communicate blockers clearly and ask thoughtful questions when context is missing. | Are comfortable working in a backend support role with limited customer-facing responsibilities. | Can maintain confidentiality when handling client customer sales and revenue-related data. Experience with any of the following is a plus: | HubSpot CRM pipelines properties workflows reports or dashboards | CallRail tracking numbers call source attribution or lead source cleanup | RingCentral or other VoIP/call center platforms | Webflow content updates or website maintenance | Sales operations marketing operations or CRM administration | Process documentation SOP creation or backend operations support | Google Sheets Excel or reporting/data cleanup tasks Why You'll Love Working with us | Paid holidays & PTO | HMO (after 1st year) | Family Medical Incentive | PAG-IBIG & referral incentives | Weekends off | Free learning sessions & fun company events | Supportive growth-driven remote community Let's Get to Know You: Please include your answers to the following in your application: 1. In one paragraph tell us about yourself. 2. What are your key strengths that would help you excel in this role? 3. What challenges do you foresee in this role? Apply now!

Real Estate Operations Coordinator (Remote) About Us We are a growing real estate investment and property management company that owns and operates residential rental properties. Our business involves property management tenant relations renovations insurance coordination acquisitions and portfolio operations. We are seeking a highly organized proactive and detail-oriented Real Estate Operations Coordinator to become an integral member of our team. This role is ideal for someone who enjoys solving problems following up persistently managing multiple projects simultaneously and helping keep a fast-moving real estate business organized and efficient. This is not a traditional administrative assistant position. You will serve as a key operations team member responsible for coordinating projects managing information communicating with tenants workers vendors lenders and insurance companies and ensuring that important tasks do not fall through the cracks. Key Responsibilities Property Management Operations | Manage tenant communications via phone text and email | Assist with rent collection follow-up and delinquency tracking | Coordinate maintenance requests and ensure timely completion | Maintain accurate tenant lease and property records | Update rental listings and advertisements | Assist with tenant onboarding and lease administration | Support eviction processing and documentation when required Renovation & Project Coordination | Track unit turnovers and renovation projects from start to finish | Create and maintain project tracking systems and status reports | Communicate regularly with field workers to obtain progress updates | Collect and organize before-and-after photos | Track outstanding tasks and project completion timelines | Research source and order materials supplies appliances fixtures and replacement parts | Coordinate deliveries and ensure materials arrive on schedule | Compare pricing from vendors and suppliers to obtain the best value | Monitor project progress and proactively identify delays or issues requiring attention Insurance & Lender Coordination | Organize insurance policies and documentation | Obtain proof of insurance from insurance providers | Communicate with lenders and loan servicers regarding insurance requirements | Track submission deadlines and lender requirements | Follow up to confirm receipt and processing of documentation | Maintain organized records for future audits and renewals Vendor Utility & Compliance Coordination | Coordinate with vendors service providers and utility companies | Track vendor performance and project completion | Assist with utility transfers between tenants | Resolve billing and account issues with utility providers | Track permits inspections and compliance-related documentation Property Acquisition & Administrative Support | Assist with due diligence and document collection for property acquisitions | Organize insurance records utility records permit records and closing documentation | Maintain databases spreadsheets and operational reports | Document procedures and create Standard Operating Procedures (SOPs) | Identify operational inefficiencies and recommend improvements Qualifications | Previous experience in property management real estate operations project coordination or administrative support preferred | Strong written and verbal English communication skills | Excellent organizational and follow-up abilities | Comfortable making outbound phone calls to tenants lenders insurance companies vendors utility companies and government agencies | Ability to manage multiple projects and deadlines simultaneously | Strong attention to detail and accuracy | Proficiency with Google Workspace and Microsoft Office | Experience with Buildium AppFolio Rent Manager or similar software is a plus | Self-motivated resourceful and capable of working independently Schedule & Availability | Primary working hours are generally 10:30 AM - 6:30 PM Eastern Time | Candidate must be available and responsive during core business hours | Flexibility is required as occasional tasks urgent matters vendor communications tenant issues or project-related needs may arise outside of regular working hours | While this is not an on-call position the ideal candidate is willing to accommodate occasional early morning evening or time-sensitive communications when business needs require | Candidate should be comfortable working in a fast-paced environment where priorities may shift throughout the day What Success Looks Like Within the first 60-90 days the successful candidate will: | Take ownership of day-to-day operational and administrative tasks | Create organized systems for tracking projects renovations insurance and property information | Improve follow-up and communication with tenants workers vendors lenders and service providers | Reduce the amount of day-to-day coordination required from management | Proactively identify problems propose solutions and help keep projects moving forward Ideal Candidate The ideal candidate is highly organized resourceful proactive and persistent with follow-up. They enjoy coordinating multiple moving pieces communicating with a variety of people and ensuring that important tasks are completed without constant supervision. This person should view themselves as a problem-solver and coordinator not simply an assistant waiting for instructions. They should be comfortable taking ownership of projects solving problems independently and helping bring structure and organization to a growing real estate investment business.

Are you a faith-driven professional who enjoys building relationships staying organized and making an impact? We're looking for a Virtual Assistant to support outreach CRM management content posting event promotion and administrative tasks while helping connect Christian business leaders through meaningful relationships. 📌 Requirements: ✅ Experience with LinkedIn outreach ✅ Familiarity with Expandi or similar outreach tools ✅ Strong communication and organizational skills ✅ Self-starter with a willingness to learn ✅ Christian with strong faith and values 🛠 Tools You'll Use: LinkedIn | Expandi | GoHighLevel | Canva | Zoom | Outlook | Excel | WhatsApp ⏰ Full-Time (40 Hours/Week) 🕒 Monday-Friday | 6:00 AM-2:00 PM PT 🙏 Purpose-driven work. Meaningful impact. Growth opportunities. 📩 Apply today!

Be the right hand to a seasoned metro Atlanta real estate professional ready to scale across sales development and property management. Your attention to detail and technical skills will be pivotal in driving our digital marketing and lead generation efforts. This role is ideal for a reliable professional who follows through executes with minimal oversight and wants work that evolves with a business set to expand. As our Virtual Assistant you will be responsible for supporting our real estate operations through a variety of tasks including digital ad & content creation short-form video editing CRM management simple workflow automations research and more. Ultimately your work will directly support our capacity to close more business and expand into new opportunities. Key Responsibilities: Lead Generation: Create edit and manage video content and digital ads for social media platforms CRM Management: Organize contacts for lead capture from targeted marketing campaigns and create property landing pages Research: Skip-trace essential client contact information and gather market trends for content & deliverables Support: Assist with day-to-day real estate operations across sales property management and development Initiative: Proactively suggest tools templates or process changes to improve efficiency Skills and Qualifications: Focused attention to detail with a solutions-oriented mindset Effectively generate leads using digital ad creation and social media platforms (FB IG YT TT LI etc.) Proficient with CRM systems & landing pages (preferably Lofty) Skilled at using skip tracing tools and research techniques Familiar with creating workflows using automation tools (Zapier Make or similar) Interest in real estate is a plus This role is fully remote with some early morning deadlines (EST). When applying rate yourself on a 1-5 scale for each: a) Lead Capture (videos landing pages static posts etc.); b) Skip Tracing; c) CRM Management; d) Proactive problem solving and communication. Please include a link to one of your best lead-capturing ads.

Join our dynamic cleaning business as a Remote Customer Service & CRM Manager . We are seeking a dedicated professional with a strong background in customer service and CRM management to enhance our client interactions and streamline our operations. As a key player in our team you will ensure seamless communication with our customers and maintain accurate records while enjoying the flexibility of remote work. In this mid-level role you will be responsible for: Responding promptly to Thumbtack leads and customer messages to maximize engagement and conversions. Scheduling jobs efficiently and managing your calendar to optimize workflow. Updating and managing CRM/customer records to ensure accurate and up-to-date information. Following up with leads providing estimates and managing unpaid invoices to support financial objectives. Handling customer service calls texts and reschedules to maintain high customer satisfaction. We are looking for someone who possesses: Proven experience in customer service and CRM management preferably within the cleaning industry. Strong organizational and multitasking skills to manage multiple responsibilities effectively. Excellent communication skills both written and verbal to interact professionally with customers and team members. A proactive approach to problem-solving and a customer-centric attitude. Familiarity with CRM tools and scheduling software with the ability to adapt quickly to new tools as needed. If you are a motivated individual with a passion for customer service and a desire to contribute to a growing business we invite you to apply. Join us in delivering exceptional service and building lasting customer relationships from the comfort of your own home.