Lead Nurturing & CRM Assistant

Winning Assistants LLC; Philippines; Remote; PHP 519,000 - 692,000; Part time

Benefits offered by this job

Dedicated HR support

VPN access (optional)

HIPAA training (provided)

Top VA performance training

U.S. holidays off

Job summary

Winning Assistants LLC in the Philippines is seeking a Lead Nurturing & CRM Assistant for a part-time role. Work hours 10:00 AM – 2:00 PM Pacific Daylight Time, Monday to Friday, with remote collaboration for US-based clients.

You will follow up with leads, manage CRM, educate and qualify prospects, and help move them toward appointments. Strong English communication and CRM experience are essential; a proactive, independent worker will thrive in this setup.

Qualifications

• 1+ year in lead nurturing or related roles.
• Experience using and managing CRM systems.
• Strong written and verbal English communication.

Responsibilities

• Follow up with incoming leads through phone, email, text, and other channels.
• Build rapport with prospective patients and maintain consistent follow-up.
• Educate and qualify leads based on needs and interest in services.
• Guide qualified leads toward scheduling an appointment or next step.
• Create, organize, update, and manage the practice's CRM.
• Track lead status, follow-ups, appointments, and next steps.
• Communicate updates, concerns, and progress proactively.

Skills

Lead nurturing

Sales support

Lead qualification

Patient acquisition

CRM management

Tools

CRM systems

Job description

Job Title: Lead Nurturing & CRM Assistant

Position Type: Part-Time

Work Hours: 10:00 AM - 2:00 PM Pacific Daylight Time, Monday - Friday

Salary rate: $6-$8

Job Responsibilities

• Follow up with incoming leads through phone, email, text, and other communication channels.
• Build rapport with prospective patients and maintain consistent follow-up.
• Educate and qualify leads based on their needs and interest in the practice's services.
• Guide qualified leads toward scheduling an appointment or taking the appropriate next step.
• Re-engage previous or inactive leads when needed.
• Maintain professional and patient-friendly communication throughout the process.
• Create, organize, update, and manage the practice's CRM.
• Maintain accurate lead and patient information.
• Track lead status, follow-ups, appointments, and next steps.
• Keep the lead pipeline organized and ensure no leads are missed.
• Support improvements to CRM workflows and lead-nurturing processes.
• Manage email and SMS follow-up sequences and automations.
• Support lead re-engagement campaigns.
• Monitor responses and follow up with interested prospects.
• Respond to social media inquiries and direct messages.
• Guide social media leads toward the appropriate next step.
• Use ClickUp or similar project-management tools to track daily tasks and workflows.
• Support multiple patient acquisition and administrative workflows.
• Communicate updates, concerns, and progress proactively.

Requirements

• At least 1 year of previous experience in lead nurturing, sales support, lead qualification, patient acquisition, or a related role.
• Hands-on experience using and managing CRM systems.
• Comfortable with patient or customer outreach and consistent follow-up.
• Strong written and verbal English communication skills.
• Reliable, proactive, organized, and able to work independently.
• Strong follow-through and attention to detail.
• Comfortable learning new CRM, EHR, and workflow systems.

Basic Requirements

• Must speak and write English clearly and professionally.
• Must have relevant work experience.
• Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
• Must be available to attend video meetings with camera on when required.

Technical Requirements

• Computer: Reliable laptop or desktop computer.
• Internet: Stable high-speed internet connection (minimum 25 Mbps).
• Audio: Noise-canceling headset.
• Video: Working webcam for virtual meetings.
• Workspace: Quiet and professional work environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client's needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.