Job description
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Title: CPT-10398 Business Support VA (Appointment Setter / Client Relations)
Independent Contractor – Business Support VA/Entry-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.
We are seeking a proactive and well-organized Business Support Virtual Assistant to help manage client communication, calendar scheduling, and follow-ups for a growing financial services company. The ideal candidate should be comfortable handling phone calls, emails, and text communication, ensuring smooth coordination with both new and existing clients.
This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently in a client-focused environment.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
1. Appointment Scheduling & Calendar Management
- Call clients to book, confirm, and reschedule appointments as needed.
- Manage the client’s calendar to ensure all meetings and appointments are accurately scheduled and updated.
- Send reminders and follow-ups to reduce no-shows and improve client engagement.
2. Client Communication (Email, Call, and Text)
- Serve as the first point of contact for new and existing clients through phone, text, and email.
- Maintain a professional and courteous tone when handling inquiries, resolving concerns, and confirming appointments.
- Keep records of client communication and ensure timely follow-ups.
3. Email Campaigns & Client Engagement
- Set up and manage email campaigns using the company’s CRM (GoHighLevel) to communicate updates, offers, or reminders to clients.
- Segment client lists and customize outreach campaigns to target specific customer groups.
- Track campaign performance and assist with refining communication strategies.
4. CRM Management & Data Entry
- Use GoHighLevel (GHL) to log client details, track communication, and update appointment status.
- Maintain accurate and organized client information within the CRM.
- Generate simple reports or summaries when needed to assist in business tracking.
5. Customer Service & Relationship Management
- Build rapport with clients through consistent and friendly communication.
- Follow up with leads who have expressed interest but have not yet booked an appointment.
- Ensure a positive client experience from initial contact to confirmed appointment.
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:
- Excellent spoken and written English (near-native level; clear and easy to understand).
- Prior experience in appointment setting, client coordination, or customer service preferred.
- Strong organizational and multitasking skills.
- Familiarity with GoHighLevel (GHL) is required.
- Tech-savvy and able to manage communications across different platforms (email, text, VoIP).
- Reliable, detail-oriented, and professional in client interactions.
Work Schedule
- Contracted Hours per Week: 20 Hours
- Scheduled Working Days: Monday through Friday
- Daily Working Time: 9 AM–5 PM / 10 AM–5 PM / 10 AM–6 PM (flexible within these hours) CST
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
By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching.
We look forward to reviewing your application and potentially working with you on future client engagements!
