Remote Executive Admin & Research VA - CRM & SharePoint

20four7va; United States; A distancia; USD 28.000 - 41.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive rates

Weekly payments

Free training and upskilling

Constant support and guidance

A vibrant community always ready to»

Descripción de la vacante

20four7VA is seeking an Executive Administrative & Research Virtual Assistant to support CRM management, SharePoint organization, inbox administration, and targeted business development research. This role is remote and contracted, with a focus on accuracy, confidentiality, and high‑quality work delivered by a qualified contractor.

The ideal candidate has 2+ years of administrative or operations experience, strong English writing and research skills, and proficiency with Zoho CRM and SharePoint.

Formación

• 2+ years of administrative, executive‑assistant, or operations experience
• Strong CRM experience required
• Zoho experience strongly preferred
• Microsoft SharePoint experience strongly preferred
• Professional inbox management experience preferred
• Excellent written English required
• Strong online research skills required
• B2B, procurement, grant, or Indigenous‑business research experience is a plus

Responsabilidades

• CRM & Inbox Administration: Review incoming GCIS emails and identify relevant information for CRM entry; Create and update contacts, companies, buyer/seller profiles, and deal records in Zoho; Record notes, conversations, follow‑up dates, and relevant correspondence; Attach emails and supporting documents to CRM records; Clean duplicate, incomplete, or outdated information; Organize the inbox and flag items requiring the client’s attention.
• SharePoint & Document Management: Save attachments and business documents into Microsoft SharePoint; Maintain organized folders and subfolders; Apply consistent naming and filing conventions; File contracts, purchase orders, company records, and supporting documentation; Identify duplicate or outdated files; Keep documents easy for the client and team to locate.
• Research & Opportunity Tracking: Research grant opportunities, RFPs, and government procurement opportunities; Research First Nations procurement and economic‑development programs; Identify organizations that may need consulting or grant‑writing support; Find relevant decision‑makers and contact information; Track deadlines, eligibility requirements, contract values, and funding amounts; Maintain research in shared spreadsheets or documents; Prepare concise summaries explaining who to contact, why the opportunity matters, and what the client should know before outreach

Conocimientos

Administrative experience

CRM experience

Zoho CRM

SharePoint

Inbox management

English writing

Online research

B2B/procurement research

Herramientas

Zoho CRM

Microsoft SharePoint

Office/Google Workspace

Google Sheets/Docs

AI productivity tools

Descripción del empleo

20four7VA is seeking an Executive Administrative & Research Virtual Assistant to support CRM management, SharePoint organization, inbox administration, and targeted business development research. This role is remote and contracted, with a focus on accuracy, confidentiality, and high‑quality work delivered by a qualified contractor.

The ideal candidate has 2+ years of administrative or operations experience, strong English writing and research skills, and proficiency with Zoho CRM and SharePoint.