Company Overview
Go Hire Virtual is a growing virtual staffing agency helping businesses scale through world-class remote talent. We are committed to developing highly skilled virtual professionals through structured training, coaching, and continuous learning.
About the Role
The Executive Virtual Assistant | CRM & Operations will work directly with the business owners to develop standard operating procedures (SOPs), improve client onboarding, organize CRM data, manage email campaigns, and support ongoing operational projects. This role is ideal for someone who enjoys process improvement, documentation, organization, and learning new software.
Key Responsibilities
Operations & Process Documentation
- Develop and maintain Standard Operating Procedures (SOPs) for business processes
- Document workflows and operational procedures
- Update documentation based on process improvements and feedback
- Organize procedures into a structured and easy-to-use knowledge base
Client Onboarding & Process Development
- Help design and document the complete client onboarding process
- Create checklists, templates, and workflow documentation
- Identify opportunities to improve the client experience
- Collaborate with business owners to refine internal processes
CRM Administration
- Learn and manage our CRM platform (Tax Nitro)
- Maintain accurate client records
- Organize and update CRM information
- Set up appointment scheduling and workflow tracking
- Assist with importing and organizing historical client information
Email Marketing & Client Communication
- Organize and maintain email contact lists
- Build and manage recurring email campaigns
- Draft client communication templates
- Track email campaign performance and engagement metrics
Administrative & Operational Support
- Assist with ongoing operational projects
- Maintain organized business records and documentation
- Support workflow improvements across multiple business divisions
- Complete additional administrative projects as assigned
Future/Expansion Responsibilities (Anticipated)
As the role and business grow, additional tasks may include:
- Outbound calling for client retention (appointment reminders/scheduling, especially during tax season)
- Inbound call handling and basic tax question triage (rerouting complex questions to staff)
- After-hours voicemail management with 48–72 hour response follow-up
- Bilingual (Spanish/English) client communication
- Real estate administrative support (documents, listings, client outreach)
Qualifications
- Experience in operations, administration, CRM management, project coordination, or virtual assistance
- Excellent written English communication skills
- Strong organizational and documentation skills
- Comfortable learning new software and business systems
- Experience working with CRM platforms is preferred
- Familiarity with email marketing or drip campaigns is a plus
- Ability to work independently while managing multiple priorities
- Strong problem-solving and time management skills
- Experience in tax, accounting, real estate, or professional services is a plus but not required
Job Requirements
- Reliable computer (Intel i5/i7 or equivalent)
- Minimum 50 Mbps wired internet connection
- Noise-canceling headset
- Quiet home office suitable for conducting live virtual training
- Webcam for daily meetings and other online sessions
- Proficient in Google Workspace or Microsoft Office
- Comfortable using Zoom and other online collaboration tools
Work Schedule
- Full-time remote position
Important: This is an URGENT ROLE, thus, we do NOT ACCEPT applicants who are currently employed full-time, seeking part-time work, on floating status, or currently rendering a notice period.
Job Type: Full-time
Pay: $8,000.00 - $13,000.00 per month
Work Location: Remote
