Virtual Assistant (Exp with Odoo ERP) at 1840 & Company

Quezon City, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

8.0

Posted On

08 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Odoo CRM, Sales Processes, Business Operations, Workflow Optimization, Sales Reporting, Client Onboarding, Invoicing, Google Workspace, Zapier, Technical Maintenance, Communication Skills, Time Management, Multitasking, Problem-Solving, Digital Tools, Sales Metrics

Industry

Outsourcing/Offshoring

Description

We are seeking a Virtual Assistant with in-depth experience in Odoo CRM and a strong aptitude for sales processes and business operations. The ideal candidate will be the technical point of contact for Odoo within the organization, managing and optimizing all operational and customer relationship modules (CRM, Sales, Invoicing, Projects). This role will actively support the team in monitoring sales pipelines, client onboarding, and workflow optimization. This is a fully remote position that requires autonomy, excellent problem-solving skills, and a proactive approach to process optimization. \n Key Responsibilities CRM, Odoo & Sales Operations Advanced Odoo CRM Management: Configure, maintain, and optimize client records, master data, and sales pipelines (Leads, Opportunities, Quotations) within Odoo. Sales Process Support: Qualify new leads, coordinate first outreach steps, and support the creation/sending of sales proposals (Quotations) directly from Odoo. Workflow Optimization & Support: Actively support the team in identifying automation opportunities between Odoo modules (e.g., Sales to Invoicing) and other tools (Google Workspace, Zapier). Comfort in learning and utilizing new digital tools and automation platforms is essential. Sales Reporting & Analytics: Prepare regular reports on pipeline performance, conversion rates, and key sales metrics. Technical Maintenance: Perform periodic maintenance, test web forms and contact flows, and coordinate with IT/developers for complex integrations. Operations and Client Support Client Onboarding & Contracts: Manage the entire client onboarding flow within Odoo: record creation, contract dispatch (digital signature integration), and follow-ups. Invoicing and Internal Accounting (Odoo Module): Assist with the creation of invoices and credit notes. Support the Finance team in tracking outstanding payments (Accounts Receivable Follow-ups). Operational Documentation: Maintain updated Standard Operating Procedures (SOPs) and internal documentation related to Odoo usage and operational flows. Administrative Management: General team administration, including managing shared inboxes (e.g., admin@). Team Support Assist with the technical onboarding of new team members (Odoo access creation, CRM usage training). Coordinate internal tools and provide basic troubleshooting support for systems in use. Required Qualifications Proven Odoo Expertise (Must-Have): Practical and in-depth experience in configuring and managing the Odoo CRM, Sales, and Invoicing modules (Recent Odoo 15+ versions). Experience: 2+ years in Virtual Assistant, Operations Coordinator, Sales Coordinator, or similar roles with a strong emphasis on CRM/ERP systems. Sales-Oriented Mindset: Understanding of sales processes (pipeline management, lead qualification) and the ability to actively support the conversion cycle. Digital Proficiency & Learning Agility: Strong familiarity with Google Workspace. Must be highly comfortable learning and implementing new digital tools and process automation platforms (like Zapier) to improve efficiency. Organizational and Communication Skills: Strong multitasking, time management, and clear communication skills, both written and verbal. Languages: Excellent fluency in English (written and spoken); knowledge of French or Spanish is a strong asset \n $7 - $8 an hour \n About 1840 & Company 1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services. We specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide. Our mission is to empower growth for forward-thinking businesses, seamlessly bridging any skill or resource gaps with our expertly vetted talent pool. We firmly believe in fostering an environment where exceptional individuals can achieve an optimal work-life balance, working remotely from any location, while maximizing their professional growth and earning potential. We are headquartered in Overland Park, KS, USA with service delivery facilities in the Philippines, India, Ukraine, South Africa and Argentina. We invite you to explore the opportunities we offer and consider joining our exclusive network of global freelance talent. Visit www.1840andco.com to learn more about us. To explore a wealth of career opportunities and find a role that suits your unique skills and aspirations, please visit our dedicated jobs portal at jobs.1840andco.com. #LI-NY1

Responsibilities

The Virtual Assistant will manage and optimize Odoo's operational and customer relationship modules, supporting the team in monitoring sales pipelines and client onboarding. They will also assist in workflow optimization and prepare sales reports.