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Open nowPosted 13 days ago

Lead Nurturing & CRM Assistant

Workable (global search)108,016 open roles

Where
Philippines
Work mode
Remote
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Your applicationOpen nowLead Nurturing & CRM AssistantWorkable (global search) · Philippines
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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 13 days ago

Workable (global search) median: 7 days open

The posting

Job Title: Lead Nurturing & CRM Assistant

Position Type: Part-Time

Work Hours: 10:00 AM - 2:00 PM Pacific Daylight Time, Monday - Friday

Salary rate: $6-$8

Job Responsibilities:

  • Follow up with incoming leads through phone, email, text, and other communication channels.
  • Build rapport with prospective patients and maintain consistent follow-up.
  • Educate and qualify leads based on their needs and interest in the practice's services.
  • Guide qualified leads toward scheduling an appointment or taking the appropriate next step.
  • Re-engage previous or inactive leads when needed.
  • Maintain professional and patient-friendly communication throughout the process.
  • Create, organize, update, and manage the practice's CRM.
  • Maintain accurate lead and patient information.
  • Track lead status, follow-ups, appointments, and next steps.
  • Keep the lead pipeline organized and ensure no leads are missed.
  • Support improvements to CRM workflows and lead-nurturing processes.
  • Manage email and SMS follow-up sequences and automations.
  • Support lead re-engagement campaigns.
  • Monitor responses and follow up with interested prospects.
  • Respond to social media inquiries and direct messages.
  • Guide social media leads toward the appropriate next step.
  • Use ClickUp or similar project-management tools to track daily tasks and workflows.
  • Support multiple patient acquisition and administrative workflows.
  • Communicate updates, concerns, and progress proactively.

Requirements

  • At least 1 year of previous experience in lead nurturing, sales support, lead qualification, patient acquisition, or a related role.
  • Hands-on experience using and managing CRM systems.
  • Comfortable with patient or customer outreach and consistent follow-up.
  • Strong written and verbal English communication skills.
  • Reliable, proactive, organized, and able to work independently.
  • Strong follow-through and attention to detail.
  • Comfortable learning new CRM, EHR, and workflow systems.

Basic Requirements

  • Must speak and write English clearly and professionally.
  • Must have relevant work experience.
  • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
  • Must be available to attend video meetings with camera on when required.

Technical Requirements

  • Computer: Reliable laptop or desktop computer.
  • Internet: Stable high-speed internet connection (minimum 25 Mbps).
  • Audio: Noise-canceling headset.
  • Video: Working webcam for virtual meetings.
  • Workspace: Quiet and professional work environment.

Benefits

  • Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
  • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
  • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
  • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
  • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
  • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
  • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
  • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

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