CRM & Systems Virtual Assistant

Acxelsus-Co.-1; Pasig; Remote; PHP 450,000 - 650,000; Full time

Benefits offered by this job

Health & group life Insurance

Fixed weekends off; Dayshift schedule

Paid time off and birthday leave

Learning & development

Employee recognition

Work-life balance

Diverse and positive work environment

Job summary

Acxelsus is looking for a CRM & Systems Virtual Assistant to configure and administer the client’s service management platforms, ensuring smooth operation post-implementation and providing training to the team.

The role covers platform setup, ongoing support, reporting, invoicing integration with Xero, and marketing support such as LinkedIn content creation. A strong IT/CRM background and English communication skills are essential.

Qualifications

• 3+ years hands-on experience configuring or administering CRM/field service platforms.
• Experience training users on new software and workflows.
• Strong understanding of service business workflows and practical system configurations.
• Clear written and spoken English communication to non-technical stakeholders.

Responsibilities

• Platform setup and implementation to match client workflows.
• Data and catalog setup with minimal, relevant data.
• Process mapping from real workflows to system configuration.
• End-to-end testing and QA before user acceptance testing.
• Vendor coordination for setup questions and updates.
• Integrations setup and maintenance, starting with Xero.

Skills

CRM configuration

Platform administration

Data management

Testing & QA

User training

LinkedIn content

English communication

Education

Degree in IT

Tools

Ascora

Fergus

WorkGuru

Tradify

ServiceM8

HubSpot

GoHighLevel

Zoho

Xero

Job description

We at Acxelsus are on a mission to showcaseexceptional Filipino talent globally. Beyond educational credentials andprofessional experience, we highly prioritize passion, dedication, loyalty, anda proactive attitude towards personal growth.

Our foundation isbuilt upon a set of core values - R.I.G.H.T. -representing Reliability, Integrity, Goal-Oriented mindset, Happiness, andTeamwork. These values define our identity and guide our approach to achievingsuccess.

If you are passionateabout advancing your career, forging genuine connections, and becoming part ofa team committed to your success, join us!

Job Overview

The CRM & SystemsVirtual Assistantwill manage the setup and day-to-day administration of the client's service management platforms. The role involves configuring the system based on the business's existing processes, testing workflows, training the team, and making sure the platform continues to work smoothly after implementation. The ideal candidate is someone who understands service-based operations and can set up and maintain a system that is practical, straightforward, and easy for the team to use. Provide additional marketing support as needed.

Key Responsibilities

Platform Setup & Implementation

• Platform Configuration: Configure the client's service management platform (CRM, field service, or similar) to match their real workflow — job intake, scheduling, service records, quoting, and invoicing.
• Data & Catalog Setup: Load only the products, parts, and data the client actually uses, keeping lists, dropdowns, and fields short and relevant.
• Process Mapping: Translate the service team's real-world processes into system configuration, working from process maps and input provided by the team.
• Testing & Quality Assurance: Test every workflow end-to-end and resolve issues before the service team begins user acceptance testing.
• Vendor Coordination: Liaise with the platform vendor's support team on setup questions, issues, and updates.
• Integrations: Set up and maintain system integrations, starting with Xero for invoicing.

Ongoing Platform Support & Admin

• Platform Ownership: Act as the platform's owner and go-to expert following rollout.
• Reporting: Generate service reports and dashboards for management.
• Invoicing: Create invoices within the platform so they flow to Xero for approval and sending.
• Data Maintenance: Keep platform data clean — removing discontinued products, resolving duplicate records, and updating pricing.
• Continuous Improvement: Roll out new features, upgrades, and integrations as the business's needs evolve.
• Customer Support Coverage: Handle basic inbound customer calls and emails when the service team needs backup.

Training

• Training Delivery: Run training sessions for the service team during the initial rollout (weekly at first) and onboard new staff onto the platform.
• Training Materials: Create training materials — short walkthrough videos, slide decks, and quick-reference guides — alongside written how-to guides and process notes.

Marketing

• LinkedIn Content: Plan, write, and publish regular LinkedIn posts for the company page, turning client-provided project details and photos into clear, audience-friendly captions and descriptions.
• Visual & Video Content: Create simple, professional graphics and short videos for posts using tools like Canva or Photoshop — polished, publish-ready visuals only.
• Sales Presentations: Create sales presentations (PowerPoint or similar) to support the sales team's client visits.
• Other Marketing Support: Support additional marketing tasks as they arise, such as website updates or email campaigns.

Qualifications

• Experience: At least 3 years of hands-on experience configuring or administering CRM, field service, or business management platforms such as Ascora, Fergus, WorkGuru, Tradify, ServiceM8, HubSpot, GoHighLevel, Zoho, or similar, including training users on new software. Xero or other accounting system integration experience is a strong plus.
• Functional Skills: Strong understanding of service business workflows, with the ability to translate business processes into practical system configurations and solve workflow issues. Hands-on and self-directed — comfortable picking up new tools independently and taking on tasks outside a narrow job description as the role evolves.
• Technical Skills: Experience with system integrations, data management, reporting, testing, and user training. Xero or other accounting system integration experience is a plus.
• Marketing Skills: Experience managing LinkedIn or company social media, with skills in Canva, Photoshop, or similar tools and basic video editing.
• Language: Clear written and spoken English, with confidence communicating technical concepts to non-technical stakeholders.
• Education: Degree or background in IT,

What We Offer

Here at Acxelsus, our people come first. We offer totalcompensation to ensure our team experiences overall wellness and has thefinancial resources and support they need.

• Market-competitivesalary
• Health & grouplife Insurance
• Fixed weekends off;Dayshift schedule
• Paid time off andbirthday leave
• Learning &development
• Employee recognition
• Work-life balance
• Diverse and positivework environment

Ready to experiencethe #AcxelsusAdvantage? Join our teamtoday!