Virtual Assistant - CRM, Outreach & Digital Operations

2 weeks, 1 day ago
Part-time
Entry Level
Marketing and Growth
Winning Assistants

Winning Assistants

Winning Assistants specializes in providing HIPAA certified virtual assistants to healthcare professionals, enabling them to efficiently manage administrative tasks such as medical billing, coding, and patient communications, thereby allowing clients t...

Health Care Providers & Services

Description

  • Maintain timely and accurate CRM records and ensure clean donor data management.
  • Collect, organize, and track donation data from the past year.
  • Assist with issuing year-end donor receipts.
  • Support the transition from Neon CRM to CiviCRM and learn the new system alongside leadership.
  • Work closely with leadership to reduce administrative burden and improve internal systems.
  • Update and maintain the organization’s WordPress website.
  • Support the phone and communication system through Google Voice.
  • Create and edit designs in Canva for outreach and communications.
  • Assist with social media management and broader digital communications.
  • Support sponsor and partner outreach efforts and help improve communication strategies.

Requirements

  • Excellent English comprehension, speaking, and writing skills are required.
  • Relevant work experience in administrative, CRM, digital, or support roles is required.
  • Previous experience as a Virtual Assistant is preferred but not required.
  • Strong attention to detail and the ability to follow instructions accurately.
  • Ability to work independently without constant micromanagement.
  • Proactive personality with a willingness to take initiative.
  • Open to learning, growth, and training, with a strong sense of ownership.
  • Must be able to submit an NBI Clearance and/or Local Police Clearance before onboarding.
  • Availability for video meetings with camera on when required.
  • Reliable laptop or desktop computer, high-speed internet of at least 10 Mbps, noise-canceling headset, webcam, and a quiet professional workspace.

Benefits

  • Dedicated HR and contractor support for guidance, contract matters, and client communication.
  • Optional premium VPN access for privacy and security on client-related tasks.
  • HIPAA and cybersecurity training plus certification provided.
  • Access to Top 1% VA performance training on communication, client management, and productivity systems.
  • Client-approved U.S. holidays off, subject to client needs and schedule.
  • Client-approved paid or unpaid time off may be available if offered by the client.
  • Access to templates, workflow guides, productivity tools, and client-specific SOP support.
  • Optional performance-based incentives such as bonuses or increased hours, depending on client approval.

Interested in this position?

Apply directly on the company website

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