Virtual Assistant (Executive Support, CRM & Operations)

Confidential; United States; Remote; USD 34,000 - 48,000; Full time

Benefits offered by this job

Remote work setup

Flexible schedule

Job summary

Confidential is seeking a proactive Virtual Assistant to deliver executive support, CRM updates, and operational coordination in a remote environment. You will help teams stay organized, responsive, and focused on priorities.

The role includes managing calendars, drafting communications, and supporting CRM records across multiple platforms. The ideal candidate is detail-oriented, independent, and able to juggle tasks across time zones while using tools like Google Workspace, Microsoft 365, and

Qualifications

• 1–2 years of experience as a Virtual Assistant, Administrative Assistant or Operations Support.
• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office and Google Workspace including Docs, Sheets, Gmail and Calendar.

Responsibilities

• Manage calendars, meetings, scheduling, and coordination across different time zones.
• Prepare professional emails, documents, meeting notes, and follow-up communications.
• Maintain and update CRM records using platforms such as HubSpot, Salesforce, and Zoho CRM.
• Manage spreadsheets, operational trackers, and digital file organization.
• Organize files and documents through platforms including Google Drive, Dropbox, and SharePoint.
• Conduct online research related to competitors, vendors, and market information.
• Convert research findings into structured summaries and presentations.
• Support customer inquiries and coordinate with vendors to track pending tasks.
• Assist with invoicing, expense tracking, and light bookkeeping activities when required.
• Update project management platforms and support ongoing business projects.
• Provide regular updates and ensure tasks are completed accurately and on time.

Skills

Calendar management

Communication

Time management

Remote teamwork

Education

Bachelor's degree in Business Administration

Tools

HubSpot

Salesforce

Zoho CRM

Google Drive

SharePoint

Trello

Asana

Notion

Monday.com

Job description

A growing business is seeking a proactive and highly organized Virtual Assistant (Executive Support, CRM & Operations) to provide remote operational support across daily business activities. This role goes beyond basic administrative tasks and requires someone who can act as a reliable operations partner, helping teams stay organized, responsive, and focused on important priorities. The successful candidate will manage executive support activities, CRM updates, research tasks, client and vendor coordination, and operational workflows. This position is ideal for individuals who are detail-oriented, independent, and comfortable managing multiple responsibilities in a fast-paced remote environment.

Key Responsibilities

• Manage calendars, meetings, scheduling, and coordination across different time zones.
• Prepare professional emails, documents, meeting notes, and follow-up communications.
• Maintain and update CRM records using platforms such as HubSpot, Salesforce, and Zoho CRM.
• Manage spreadsheets, operational trackers, and digital file organization.
• Organize files and documents through platforms including Google Drive, Dropbox, and SharePoint.
• Conduct online research related to competitors, vendors, and market information.
• Convert research findings into structured summaries and presentations.
• Support customer inquiries and coordinate with vendors to track pending tasks.
• Assist with invoicing, expense tracking, and light bookkeeping activities when required.
• Update project management platforms and support ongoing business projects.
• Provide regular updates and ensure tasks are completed accurately and on time.

Requirements

• 1–2 years of experience as a Virtual Assistant, Administrative Assistant, or Operations Support professional.
• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple tasks and prioritize responsibilities effectively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office and Google Workspace including Docs, Sheets, Gmail, and Calendar.
• Reliable internet connection and suitable remote work setup.
• Ability to work according to U.S. client business hours.

Nice to Have

• Experience with CRM platforms such as HubSpot, Salesforce, or Zoho CRM.
• Familiarity with accounting tools such as QuickBooks or Xero.
• Previous experience supporting founders, startups, or remote teams.
• Experience managing multiple clients or executive-level support tasks.
• Familiarity with project management tools such as Trello, Asana, Notion, or Monday.com.

Strong knowledge of

• Executive assistance, calendar management, and business communication
• CRM management, documentation, and operational tracking
• Google Workspace, Microsoft Office, project management, and remote collaboration tools

Bachelor's Degree or Diploma in Business Administration, Management, or a related field