Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 155 days ago

Virtual Assistant: CRM & AUTOMATION SPECIALIST

VA Desk11 open roles

Where
QC, Philippines, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowVirtual Assistant: CRM & AUTOMATION SPECIALISTVA Desk · QC, Philippines, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on VA Desk's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 34.0%30 days
This job: posted 155 days ago

The posting

Full-Time Virtual Assistant: CRM & Automation Specialist

Client Industry: Varies (SaaS, Service-Based Businesses, Agencies, Real Estate, Coaching, Membership Organizations, and more)

Employment Type: Full-Time (40 hours/week)

Work Setup: Remote

Timezone: North America (varies by client)

Salary: 75kPHP/Monthly

Role Summary

We are building a pool of highly capable CRM & Automation Specialists to support businesses in managing, optimizing, and maintaining their customer relationship management systems and basic automation workflows.

This role is focused on ensuring that CRMs are properly structured, updated, and optimized to support sales, marketing, and operational workflows. You will also assist in building and maintaining simple automations that improve efficiency across business systems.

You will work closely with sales, marketing, and operations teams to ensure that systems are functioning correctly and data flows smoothly across tools.

While specific platforms and workflows may vary depending on the client, this role will consistently focus on CRM management and operational automation support.

Key Responsibilities

CRM Management & Optimization

  • Set up, maintain, and update CRM systems such as GoHighLevel, HubSpot, Salesforce, or similar platforms
  • Ensure pipelines, contacts, and deal stages are properly structured and organized
  • Maintain clean and accurate CRM data across all records
  • Monitor system usage and ensure consistency across teams

Workflow & Pipeline Management

  • Build and maintain structured pipelines for leads, deals, and customer journeys
  • Ensure leads are properly tracked through each stage of the CRM
  • Update deal statuses and ensure accurate reporting visibility
  • Support optimization of sales and marketing workflows within the CRM

Automation Setup & Maintenance

  • Assist in building and maintaining basic automation workflows within CRM or connected tools
  • Support trigger-based actions such as follow-ups, notifications, and pipeline updates
  • Ensure automations are functioning correctly and troubleshoot basic issues
  • Maintain documentation of workflows and system logic

Systems Integration Support

  • Assist in connecting CRM tools with other platforms (forms, landing pages, email systems, etc.)
  • Ensure data flows correctly between systems
  • Support basic integration troubleshooting and updates
  • Help maintain consistency across connected tools

Data Integrity & Reporting Support

  • Maintain clean, structured, and accurate CRM data
  • Assist in generating reports related to leads, sales activity, and pipeline performance
  • Identify inconsistencies or missing data and correct or escalate them
  • Support visibility into system performance and usage

Technical Operations Support

  • Assist internal teams with CRM-related issues or questions
  • Implement system updates based on client requirements
  • Support ongoing improvements to workflows and operational systems
  • Ensure CRM best practices are consistently followed

Scope Flexibility (Important)

This is a pooled role. While the core responsibilities above remain consistent, specific tools, automation systems, and workflows may vary depending on the client you are assigned to.

You may be placed in roles supporting:

  • Sales-driven organizations using CRMs for pipeline management
  • Marketing agencies managing multi-client CRM systems
  • Service-based businesses with automated client onboarding flows
  • Membership or subscription-based platforms

Candidates who demonstrate strong performance may be considered for more advanced automation or systems-focused roles over time.

Once matched, you will be onboarded into a specific client environment with a clearly defined CRM structure, automation setup, and system expectations.

Depending on client requirements and role allocation, some placements may operate on reduced or adjusted weekly hours. Final workload and schedule will be confirmed during client matching and onboarding.

Standards

Required Skills & Experience

  • Experience working with CRM systems such as GoHighLevel, HubSpot, Salesforce, or similar platforms
  • Strong understanding of pipelines, workflows, and customer journey mapping
  • Basic knowledge of automation principles (triggers, actions, sequences)
  • High attention to detail and system accuracy
  • Strong problem-solving and analytical thinking skills
  • Experience in CRM administration or systems support roles is highly preferred

Tech Stack Familiarity (Preferred)

  • CRM Platforms (GoHighLevel, HubSpot, Salesforce, Pipedrive, or similar)
  • Automation Tools (Zapier, Make/Integromat, or built-in CRM automations)
  • Form Builders / Landing Pages (Typeform, Webflow, WordPress, or similar)
  • Communication Tools (Slack, Zoom, email systems)
  • Google Workspace / Microsoft Office
  • Basic understanding of APIs or integrations is a plus

Work Ethic

  • Highly detail-oriented with strong system discipline
  • Analytical and structured in thinking
  • Reliable and consistent in execution
  • Proactive in identifying system issues or inefficiencies
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against VA Desk's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on VA Desk's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    VA Desk's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.