CRM Virtual Assistant at Anavah Talent

Davao City, Davao Region, Philippines -

Full Time

Start Date

Immediate

Expiry Date

17 May, 26

Salary

0.0

Posted On

16 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Administration, Data Integrity, Workflow Management, Stakeholder Management, Client Onboarding, Scheduling, Process Improvement, Documentation, Attention To Detail, Proactivity, Written Communication, Numerical Awareness, Independent Work, Ticketing Systems

Industry

Staffing and Recruiting

Description

ABOUT THE ROLE A U.S.-based, tech-enabled tax accounting firm experiencing rapid year-over-year growth is hiring a CRM Virtual Assistant to support internal account management and client delivery operations. This is a full-time (40+ hours) remote role within a fast-scaling, VC-backed startup. The core focus is maintaining CRM accuracy and internal workflow visibility so leadership, client account managers, and tax teams can move quickly and efficiently. This is a high-trust position with strong upward mobility, including a potential promotion path to Client Account Manager. ABOUT YOU Detail-oriented and highly organized, you thrive in fast-moving, ambiguous startup environments. You are proactive, communicate clearly (especially in writing), and naturally take ownership of tasks. You enjoy keeping systems clean and structured, have strong numerical awareness, and maintain razor-sharp attention to detail even under pressure. You are comfortable supporting U.S.-based leadership teams and understand the pace and unpredictability of startup operations. RESPONSIBILITIESCRM Administration & Hygiene Maintain CRM accuracy and data integrity daily Proactively tag clients and update workstream statuses Manage stakeholder contact records Generate and share filtered lists based on specific targeting criteria Client Service Operations (Internal-Facing) Support U.S. leadership and offshore Client Account Managers Triage inbound inquiries and route to appropriate internal owners Coordinate onboarding steps, intake tasks, scheduling, and follow-ups Maintain light ticketing/customer support workflows (e.g., Pylon) Process Improvement Create templates, checklists, and SOP documentation Identify workflow bottlenecks and recommend improvements Collaborate with engineering on CRM, client portal, and analytics enhancements 1–2 years of experience in CX, operations, account management, or virtual assistant roles (U.S. startup exposure preferred) Strong written English proficiency (C2 level) Familiarity with CRM systems High attention to detail and strong numerical accuracy Comfortable working independently in ambiguous environments Exceptionally organized and proactive Bachelor’s Degree (Academic distinction preferred) Preferred: Experience working with U.S.-based startups Exposure to ticketing/customer support tools (Pylon preferred) Track record of exceeding CSAT, SLA, QA, or operational KPIs Work From Home Training & Development

Responsibilities

The primary focus is maintaining CRM accuracy and internal workflow visibility to support account management and client delivery operations for a fast-scaling tax accounting firm. Responsibilities include daily CRM administration, updating client statuses, supporting leadership, and coordinating internal service operations.