CPT-11518 Customer Scheduling & Program Support Virtual Assistant

20Four7Va.Test

United States

Remote

USD 1,820,000 - 2,548,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Competitive rates

Weekly payments

Free training and upskilling

Constant support and guidance

Vibrant community

Job summary

20four7VA seeks a Senior/Advanced Level Business Support VA to manage customer calls, schedule audits, follow-up, and CRM updates for projects under New York’s EmPower+ program. The role emphasizes remote work, detailed scheduling, and professional communication with US-based customers.

The contractor will use Zoho CRM and a VoIP/Dialer system, handle SMS communications, and coordinate with technicians to maintain accurate records and timely follow-ups.

Qualifications

Experience in customer service, scheduling, call center, or admin roles is required.
Strong phone communication is essential.
CRM experience is required.
Appointment scheduling and follow-up experience is strongly preferred.

Responsibilities

Make calls to schedule initial energy audits and explain the EmPower+ process.
Schedule 2–3 visits per day based on technician availability.
Confirm, reschedule, and remind customers of appointments.
Log notes and update CRM records; keep tasks moving.

Skills

Customer service

Scheduling

CRM experience

Phone communication

Data entry

Tools

Zoho CRM

VoIP/Dialer

SMS tools

Calendar systems

Microsoft Office/Google Workspace

Job description

Independent Contractor – CPT-11518 Customer Scheduling & Program Support Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A New York-based energy‑efficiency installation company is seeking a full‑time Business Support VA to manage customer calls, appointment scheduling, follow‑up, CRM updates, and recurring administrative coordination for projects completed through New York State's EmPower+ program.

Customers are referred to the company after being approved for the state‑funded program. The VA will help guide each customer through the scheduling and communication portions of the process, from the initial energy audit through project scheduling and required follow‑up.

The client already has a structured Zoho CRM workflow with automated tasks and reminders in place.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high‑quality, task‑specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Customer Calls & Scheduling

Call newly assigned customers to schedule initial energy audits
Provide a basic explanation of the EmPower+ process using client‑provided information
Schedule approximately 2–3 visits per day based on technician availability
Schedule appointments with awareness of travel distance and geography throughout downstate New York
Confirm appointments and conduct reminder calls
Reschedule visits when needed
Escalate technical customer questions to the appropriate team member

Customer Follow‑Up

Follow up with customers regarding unsigned contracts and required documents
Assist customers with basic questions regarding electronic signatures
Send approved SMS messages and follow‑up communications
Remind customers of upcoming visits and basic preparation requirements
Maintain professional, patient, and firm communication when necessary
Track outstanding customer actions until completed

CRM & Administrative Support

Work from automatically generated tasks in Zoho CRM
Log notes and update customer information
Create follow‑up tasks when required
Maintain accurate appointment and project records
Review records for missing information
Keep assigned customer tasks moving consistently throughout the workday

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

Previous customer service, scheduling, call center, account support, or administrative experience required
Strong phone communication required
CRM experience required
Appointment scheduling and follow‑up experience strongly preferred
Strong data‑entry and documentation skills
Experience working with U.S.-based consumers strongly preferred
Construction, energy‑efficiency, home services, or government‑program experience is a plus but not required
Strong geographical awareness of New York City and ability to plan appointments efficiently

IDEAL CANDIDATE PROFILE

Excellent spoken English
Strong customer‑service background
Patient but able to communicate firmly when needed
Comfortable dealing with a wide range of customer personalities
Strong follow‑up and scheduling habits
Highly dependable and consistent
Able to work independently from CRM‑generated tasks
Organized and detail‑oriented
Comfortable learning a government‑funded program and basic construction terminology

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

Zoho CRM
Client-Provided VoIP / Dialer System
SMS / Messaging Tools
Calendar & Scheduling Systems
Microsoft Office / Google Workspace

Work Schedule

Contracted Hours per Week: 40 Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: 9:00 AM – 5:00 PM EST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements