Remote Customer Success & Sales Ops Admin VA

Humamaria; United States; Remote; USD 25,000 - 44,000; Full time

Benefits offered by this job

Competitive rates

Weekly payments

Free training and upskilling

Constant support and guidance

Vibrant community

Job summary

20four7VA is seeking a remote Business Support VA to assist its Client Customer Success and Sales Operations teams. The contractor will handle scheduling, reports, and records maintenance while supporting recurring administrative tasks and client follow-ups.

The ideal candidate has strong written English, Excel/Sheets proficiency, and CRM experience (HubSpot preferred). Healthcare experience is valued, but not required.

Qualifications

• 2+ years of administrative, operations, or executive support experience required.
• AI-Forward Mindset: Leverages AI tools to maximize efficiency, productivity, and overall output.
• Strong Google Sheets and/or Microsoft Excel experience required.
• Excellent written English and professional communication required.
• CRM experience required; HubSpot strongly preferred.
• Experience preparing reports and validating data required.
• Slack or similar team collaboration experience preferred.
• Healthcare administration or healthcare technology experience strongly preferred.
• Skilled nursing facility or long-term care experience preferred.
• Customer Success or Sales Operations administrative experience preferred.
• Strong attention to detail and ability to manage multiple priorities required.

Responsibilities

• Schedule customer launch and training sessions, including Launch Fuel meetings.
• Maintain team calendars and coordinate internal meeting schedules.
• Pull, review, and prepare Wednesday and Friday customer utilization reports.
• Validate information and maintain accurate customer success records and CSU notes.
• Prepare customer follow-up email drafts using meeting notes and established guidance.
• Track outstanding customer-related action items and coordinate internal follow-ups through Slack.
• Maintain accurate sales and customer information in HubSpot.
• Update CRM records, activities, and supporting information.
• Organize and maintain contract files.
• Ensure contract information and related records remain current in HubSpot.
• Assist with routine sales-administrative follow-ups and documentation.
• Organize files, spreadsheets, reports, and shared business documents.
• Assist with detailed administrative projects assigned by management.
• Coordinate routine company mail forwarding and related logistics.
• Help maintain administrative processes and recurring task lists.
• Flag missing information, overdue items, or inconsistencies requiring attention.
• Provide updates on completed tasks and outstanding priorities.

Skills

Administrative support

AI productivity

Excel / Sheets

Written English

CRM experience

Data validation

Slack familiarity

Healthcare familiarity

Detail oriented

Multitasking

Tools

Google Sheets

Microsoft Excel

HubSpot

Slack

AI tools

Job description

20four7VA is seeking a remote Business Support VA to assist its Client Customer Success and Sales Operations teams. The contractor will handle scheduling, reports, and records maintenance while supporting recurring administrative tasks and client follow-ups.

The ideal candidate has strong written English, Excel/Sheets proficiency, and CRM experience (HubSpot preferred). Healthcare experience is valued, but not required.