Bookkeeping and CRM Virtual Assistant (JOB ID: HINTJO)

Inside Out; México; A distancia; MXN 200,000 - 400,000; A tiempo parcial

Descripción de la vacante

A growing portfolio of small businesses is seeking a Part-Time Virtual Assistant specializing in Bookkeeping and CRM management. The ideal candidate will have at least 2 years of experience, strong skills in financial documentation, and familiarity with GoHighLevel. This role offers flexible hours, allowing you to work 20 hours a week while supporting various small business operations.

Formación

• 2+ years of bookkeeping or accounting assistant experience.
• Strong familiarity with GoHighLevel or similar CRMs.
• Experience working with U.S.-based small businesses is a plus.

Responsabilidades

• Maintain and clean up financial records across 10+ small businesses.
• Prepare and update financial documents including general ledgers and P&L statements.
• Manage and maintain CRM pipelines using GoHighLevel.

Conocimientos

Knowledge of financial documents

Proficiency in accounting software

Strong communication skills

CRM and automation knowledge

Ability to qualify leads

Herramientas

QuickBooks

Xero

GoHighLevel

Descripción del empleo

Job Title Bookkeeping and CRM Virtual Assistant

Job ID HINTJO

Industry Construction

Location LATAM / PH

Job Status Part-Time

Work Schedule 20 hours per week, flexible between 9:00 AM – 6:00 PM (as long as 20 hours/week are completed).

Salary $7- $8 per hour

Target Start Date ASAP

Important Video

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About the Role

The client is seeking a highly skilled and reliable Virtual Assistant – Bookkeeping & CRM (GoHighLevel) to support a growing portfolio of small businesses. This hybrid role covers two critical areas: bookkeeping/financial administration and CRM management/customer support.

You will report directly to the business owner, an investor and corporate pilot managing a holding company of 10+ small businesses, and play a key role in organizing backend systems and supporting day-to-day operations across multiple ventures. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and bring both financial accuracy and customer-facing professionalism.

Key Responsibilities

Bookkeeping & Financial Administration (Primary Priority)

• Maintain and clean up financial records across 10+ small businesses.
• Prepare and update financial documents, including:
  • General ledgers
  • Profit & Loss (P&L) statements
  • Balance sheets
• Assist with monthly financial reporting and reconciliation.
• Work directly in accounting tools such as QuickBooks, Xero, or spreadsheets.

CRM Management & Customer Support (GoHighLevel)

• Manage and maintain CRM pipelines using GoHighLevel.
• Handle inbound calls for service-based businesses (e.g., cleaning services).
• Qualify leads and convert calls into sales opportunities.
• Manage automations, campaigns, and basic digital marketing tasks (optional).
• Respond promptly and professionally to customer inquiries via email, SMS, or phone.

Experience

• 2+ years of bookkeeping or accounting assistant experience.
• Strong familiarity with GoHighLevel or similar CRMs.
• Experience working with U.S.-based small businesses is a plus.

Skills & Tools

• Solid knowledge of financial documents: ledgers, P&L statements, and balance sheets.
• Proficiency with accounting software (QuickBooks, Xero, or similar).
• Strong communication and customer service skills, especially over the phone.
• Ability to handle objections and qualify leads effectively.
• CRM and automation knowledge, preferably GoHighLevel.

Soft Skills

• Excellent spoken and written English (fluent).
• High attention to detail, particularly in financial reporting.
• Proactive problem-solver who works well independently.
• Fast learner, adaptable, and comfortable in a dynamic environment.