General Virtual Assistant with Salesforce exp

Position: General Virtual Assistant
Number of hours: 5 hours/week
Schedule: TBA

Tasks required:

• Maintain and coordinate monthly calendars, ensuring effective time management and scheduling of meetings, appointments, and travel arrangements

• Manage emails and phone calls as assigned by the client

• Upload, organize, and update leads or other data into Salesforce

• Manage configuration of Salesforce features including user management, custom fields/objects, page layouts, workflow, and validation rules

• Assist in preparing meeting agendas, taking meeting minutes, and ensuring timely distribution of materials to participants

• Handle sensitive and confidential information with the utmost discretion and professionalism

• Collaborate effectively with other team members and departments to ensure seamless workflow and the achievement of organizational goals

• Set up and send out monthly newsletters and monitor the open rates, unsubscribes, and other established KPI’s

• Basic social media management including, but not limited to, social media posting, digital marketing management

• Provide excellent customer service to clients and stakeholders

• Conduct data entry tasks accurately and efficiently

• Assist in social media management, including content creation and scheduling

• Support graphic design efforts for promotional materials and presentations

• Participate in recruitment processes, including candidate screening and interview coordination

• Other ad hoc tasks that would be assigned

Requirements:

• Proven work experience as a General Virtual Assistant or a relevant role

• Familiarity with current technologies, like desktop sharing, cloud services and VoIP (GSuite, Zoom, Slack, Asana, Notion, etc.)

• Working experience with Salesforce CRM and data management is required

• Strong proficiency in office software and communication tools

• Knowledge of online calendars and scheduling (ex. Calendly, Google Calendar)

• Excellent verbal and written English communication skills

• Discretion and the ability to handle confidential information

• Excellent phone, email and instant messaging communication skills

• Highly organized and detail-oriented; able to efficiently prioritize multiple tasks

• Adaptability and a proactive mindset

• Ability to work independently and in a team-oriented environment

• Self-disciplined and organized; able to consistently perform with limited supervision