Job description
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CPT-8760 Customer Success & Scheduling Virtual Assistant (Electrician & HVAC Services)
REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Junior/Senior Level
MIN. HOURS/WEEK: 30 hours
SHIFT TIME ZONE: EST
SHIFT HOURS: between 19am to 3pm
SHIFT DAYS: Monday to Friday
Number of VAs: 1
GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A
Customer Success & Scheduling Virtual Assistant (Electrician & HVAC Services)
We are a growing electrical and HVAC company seeking a Virtual Assistant to manage inbound warm leads, coordinate appointment scheduling, and assist with basic administrative tasks. This is not a cold-calling sales role — customers have already expressed interest and are waiting to be contacted.
The ideal candidate is proactive, organized, self-motivated, and excellent at customer communication and follow-through. There is strong potential for this role to grow with the company.
RESPONSIBILITIES:
- Respond promptly to incoming customer inquiries via website forms, Thumbtack, Facebook, Instagram, Nextdoor, or phone/text.
- Follow up with warm leads to schedule service appointments efficiently.
- Own and manage the master technician scheduling calendar during core business hours.
- Coordinate hand-offs with the evening/weekend part-time administrator to ensure seamless scheduling.
- Communicate with technicians regarding assigned jobs.
- Use company tools (Pazerware, Slack, Trello, HubSpot, Gmail, Google Sheets) to track communications and job assignments.
- Post pre-written content on social media platforms (Facebook, Instagram, Nextdoor) for brand presence consistency.
- Assist with tracking and lightly managing inbound leads from Devi AI and other platforms.
- Provide customer-friendly responses; complex estimates will be handled directly by technicians.
- Initiative-taker with strong problem-solving skills.
- Capable of maintaining consistent energy and focus over time.
- Flexible and adaptable to evolving small business processes.
- Comfortable operating in a fast-paced, customer-first environment.
- Friendly, professional demeanor — able to empathize with occasionally stressed customers.
QUALIFICATIONS:
- Excellent written and verbal communication skills.
- Strong organizational and scheduling abilities.
- Self-motivated with the ability to maintain momentum without direct supervision.
- Comfortable working independently and taking ownership of assigned tasks.
- Familiarity with online communication platforms (Slack, Gmail, basic CRM usage).
- Strong follow-up skills to ensure timely scheduling.
Preferred Qualifications (training can be provided if needed):
- Experience with Payzerware or similar service industry scheduling software.
- Familiarity with HubSpot, Trello, Google Sheets.
- Basic familiarity with social media (Facebook, Instagram) posting and messaging.
- Previous experience supporting a service-based business is a plus.
APPLICATION SOFTWARE KNOWLEDGEABLE/REQUIRED:
- Primary Scheduling: Payzerware (training available)
- Communication: Slack, Gmail
- CRM/Project Management: HubSpot, Trello, Google Sheets
- Phone Service: RingCentral (or similar, provided by the company)
- Social Media Posting: Facebook, Instagram, Nextdoor (Hootsuite optional for scheduling posts)
- Lead Platforms: Devi AI, Nextdoor, Facebook Messenger
CLIENT INDUSTRY: Industrial
Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.
What we offer:
- Competitive rates
- Weekly payments
- Annual rate increase (based on performance)
- Paid time off
- Paid holidays
- Various open roles are available
- Free training and upskilling
- Constant support and guidance from managers and mentors
- Clear schedules and guidelines
- A vibrant community always ready to support you
- And more!
