Job Description
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Title: CPT-10989 CRM & Marketing Support Virtual Assistant
Independent Contractor – Marketing VA / Junior to 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 detail-oriented Marketing Virtual Assistant with CRM experience to support a growing insurance and financial services business.
The primary objective of this role is to set up, organize, and manage a CRM system (Agent CRM / GoHighLevel-based) while helping streamline client communication and appointment scheduling.
This is a fast-paced, execution-focused role where the VA will help transition from manual processes to a structured, automated CRM system — with ongoing support for marketing and administrative tasks.
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:
CRM Setup & Data Management
- Organize, clean, and format client data using Google Sheets or Excel
- Upload and manage client records within the CRM system
- Set up basic pipelines focused on client communication and appointment booking
- Tag, segment, and categorize contacts appropriately
- Ensure data accuracy and consistency
Automation & Client Communication
- Assist in setting up basic email and SMS automations
- Support outbound communication campaigns to existing clients
- Help schedule appointments and follow-ups through CRM workflows
- Monitor communication pipelines
CRM Maintenance & Expansion
- Maintain and update CRM records on an ongoing basis
- Assist in cloning CRM systems for additional agents
- Upload and organize new client data regularly
- Keep pipelines updated and organized
Marketing Support (Secondary)
- Assist with basic email marketing campaigns
- Support integration with tools like Snappy Kraken
- Help execute outreach and campaign initiatives
Administrative Support (As Needed)
- Assist with calendar management and scheduling
- Provide general administrative support
- Maintain organized documentation and workflows
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:
QUALIFICATIONS
- 1–2+ years experience as a VA, Marketing VA, or CRM support role
- Familiarity with CRM platforms (GoHighLevel, HubSpot, Salesforce, etc.)
- Strong Google Sheets / Excel skills
- Ability to follow SOPs and video instructions
- Strong attention to detail and organization
- Good English communication skills
- Reliable and proactive
Nice to Have:
- GoHighLevel / Agent CRM experience
- Email/SMS marketing experience
APPLICATION SOFTWARE / TOOLS
- CRM: GoHighLevel, Agent CRM (or similar)
- Data: Google Sheets, Excel
- Communication: Gmail, Slack, Zoom
- Marketing: Email/SMS tools, Snappy Kraken (plus)
- Scheduling: Google Calendar
Work Schedule
- Contracted Hours per Week: 40 Hours
- Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
- Daily Working Time: Flexible EST (aligned with business hours; priority on responsiveness)
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
- REQUIRED SERVICE: Marketing VA
- REQUESTED EXPERIENCE TIER LEVEL: Junior to Advanced Level
- Contracted Hours per Week: 40 hours/week (Full-Time)
- Daily Working Time: Flexible EST (aligned with business hours; priority on responsiveness)
- Scheduled Working Days: Monday-Friday
- Number of VAs: 1
- GENDER PREFERENCE: None
- LANGUAGES SPOKEN/PREFERENCE: English (required)
- ACCENT PREFERENCE: Level A–C (Good English communication required)
- REGION PREFERENCES: Any
What we offer
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
