CRM & Operations Virtual Assistant
assist-world· Virtual Assistant / Part-Time
About this role
About the Role
We’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant to
support a growing consulting business.
This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpot
CRM, databases, workflows, and operational processes, helping to keep everything
organised, efficient, and running smoothly.
The ideal candidate is someone who doesn’t simply wait for instructions. You’ll be expected to
identify opportunities to improve processes, suggest solutions, and use automation tools to
make the business more efficient.
The role will initially be 20 hours per week, with the potential to increase to full-time as the
business grows and your responsibilities expand.
We’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant to
support a growing consulting business.
This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpot
CRM, databases, workflows, and operational processes, helping to keep everything
organised, efficient, and running smoothly.
The ideal candidate is someone who doesn’t simply wait for instructions. You’ll be expected to
identify opportunities to improve processes, suggest solutions, and use automation tools to
make the business more efficient.
The role will initially be 20 hours per week, with the potential to increase to full-time as the
business grows and your responsibilities expand.
Key Responsibilities
● Manage and maintain the HubSpot CRM, ensuring data is accurate, organised, and up
to date
● Manage and segment databases, contacts, prospects, and lead information
● Build and maintain prospect and call lists
● Monitor incoming enquiries and coordinate appropriate follow-ups
● Assist with administrative and operational tasks across the business
● Identify repetitive processes and recommend opportunities for automation
● Build and manage automations using Zapier
● Help develop and improve CRM workflows and processes
● Support the creation and maintenance of KPI tracking and reporting, including Google
Sheets dashboards
● Manage scheduling and calendar-related administration through Calendly
● Conduct occasional professional phone follow-ups where required
● Use AI tools such as ChatGPT and Claude to improve efficiency and streamline
processes
● Maintain organised documentation and information across OneNote, Google Drive and
Google Workspace
● Look for ways to improve systems, workflows, and day-to-day operations
● Potentially support LinkedIn outreach and management as the role develops
What We’re Looking For
We’re looking for someone who is proactive, resourceful, and highly organised.
You should be comfortable taking ownership of tasks, investigating problems independently, and
suggesting ways to improve how things are done.
You should be comfortable taking ownership of tasks, investigating problems independently, and
suggesting ways to improve how things are done.
Essential:
● Strong experience using HubSpot CRM
● Hands-on experience with Zapier and workflow automation
● Excellent administrative and organisational skills
● Strong database management experience
● Comfortable working with Google Workspace and Google Drive
● Experience using Calendly or similar scheduling platforms
● Confident using AI tools such as ChatGPT and/or Claude
● Excellent written and verbal English
● Strong attention to detail
● Ability to work independently and manage priorities
● Professional and confident communication style
● Strong experience using HubSpot CRM
● Hands-on experience with Zapier and workflow automation
● Excellent administrative and organisational skills
● Strong database management experience
● Comfortable working with Google Workspace and Google Drive
● Experience using Calendly or similar scheduling platforms
● Confident using AI tools such as ChatGPT and/or Claude
● Excellent written and verbal English
● Strong attention to detail
● Ability to work independently and manage priorities
● Professional and confident communication style
Nice to Have:
● Experience with LinkedIn outreach or LinkedIn Sales Navigator
● Experience managing KPI dashboards or reporting in Google Sheets
● Experience with phone-based prospect follow-up
● Experience working within a consulting, sales, or professional services environment
● Familiarity with Mac tools and OneNote
● Experience identifying and implementing business process improvements
● Experience managing KPI dashboards or reporting in Google Sheets
● Experience with phone-based prospect follow-up
● Experience working within a consulting, sales, or professional services environment
● Familiarity with Mac tools and OneNote
● Experience identifying and implementing business process improvements
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
Frequently Asked Questions
What is the salary for the CRM & Operations Virtual Assistant role at assist-world?
The listed salary for this CRM & Operations Virtual Assistant position at assist-world is USD 700–800. This is a remote full-time role.
Is the CRM & Operations Virtual Assistant job at assist-world remote?
Yes, this CRM & Operations Virtual Assistant position at assist-world is remote, with team members based in Philippines, South Africa. You can work from home or anywhere in the supported regions.
Which team or department does the CRM & Operations Virtual Assistant at assist-world belong to?
This CRM & Operations Virtual Assistant position is part of the Virtual Assistant / Part-Time department at assist-world. See the full job description for more information about the team structure and responsibilities.
How do I apply for the CRM & Operations Virtual Assistant position at assist-world?
Click the "Apply Now" button on this page. You will be redirected to assist-world's official application portal hosted on lever where you can submit your application directly.
When was the CRM & Operations Virtual Assistant job at assist-world posted?
This CRM & Operations Virtual Assistant position at assist-world was posted on Aug 24, 2026. Apply as soon as possible — early applications are often reviewed first.
CRM & Operations Virtual Assistant
assist-world · 💰 USD 700–800
You'll be redirected to assist-world's official application page on Lever.