Virtual Assistant (LATAM preferred) - 20217

Our client is a business consulting and coaching organization that helps restoration contractors grow their businesses by building and optimizing their internal sales processes. Through proven systems, coaching, and strategic guidance, they help clients generate sustainable revenue without relying on third-party lead sources.

As the company continues to grow, they are seeking a Virtual Assistant to support the coaching team by managing administrative responsibilities, organizing business data, and preparing materials that allow coaches to focus on delivering value to clients.

The Virtual Assistant will provide administrative, organizational, and analytical support to the coaching team. This role is responsible for handling day-to-day administrative tasks, maintaining CRM data, preparing agendas and reports, and assisting with data analysis to support client coaching initiatives.

The ideal candidate is organized, detail-oriented, proactive, and comfortable working with CRM systems and business data. This individual should enjoy improving processes, managing multiple priorities, and supporting a fast-paced remote team.

• Provide day-to-day administrative support to the coaching team
• Manage calendars, meeting preparation, and scheduling as needed
• Organize digital files, documents, and business records
• Prepare meeting agendas and supporting materials for coaching sessions
• Assist with general operational and administrative projects

• Maintain accurate client records within CRM platforms
• Update and organize customer information
• Generate reports and dashboards from CRM data
• Monitor CRM data quality and identify inconsistencies
• Support ongoing CRM maintenance and process improvements

• Analyze business and sales data from CRM systems
• Prepare reports and summaries to support coaching discussions
• Organize performance metrics into clear, actionable insights
• Assist with tracking client progress and operational performance
• Support data-driven decision making across the coaching team

• Coordinate follow-up tasks and action items after meetings
• Assist with internal process documentation
• Help improve workflow efficiency through organization and automation
• Support special projects as assigned

• 2–5 years of experience as a Virtual Assistant, Administrative Assistant, Operations Assistant, or similar role
• Strong organizational and multitasking skills
• Excellent written and verbal English communication skills
• Strong attention to detail and accuracy
• Experience working with CRM platforms
• Ability to analyze and organize business data
• Strong time management skills with the ability to prioritize multiple tasks
• Self-motivated and comfortable working independently in a remote environment

• Experience using:
  • Pipedrive
  • HubSpot
• Previous experience supporting business consultants, coaches, or sales teams
• Strong Microsoft Excel or Google Sheets skills
• Experience preparing reports, dashboards, and meeting materials
• Process improvement and workflow optimization experience

• Pipedrive
• HubSpot
• Microsoft Office
• Google Workspace
• Spreadsheet and reporting tools

• Fully remote position
• Full-time
• Monday–Friday
• 9:00 AM – 5:00 PM CST
• 2–5 years of experience required

• Opportunity to work closely with experienced business coaches and leadership
• High-impact role supporting business growth and operational efficiency
• Collaborative remote work environment
• Opportunity to develop analytical, operational, and administrative expertise
• Long-term opportunity with a growing organization

• Highly organized with exceptional attention to detail
• Proactive and able to anticipate team needs
• Comfortable working with business data and CRM systems
• Strong communicator who enjoys supporting others behind the scenes
• Self-starter who can manage priorities with minimal supervision
• Analytical thinker who enjoys turning data into actionable insights
• Reliable team player committed to helping others succeed

• Accuracy and organization of CRM data
• Timely completion of administrative tasks
• Quality of meeting agendas and supporting materials
• Effectiveness of reporting and data analysis
• Improved operational efficiency for the coaching team
• Responsiveness and reliability in supporting daily operations