Virtual Assistant – CRM & Client Support

About the role

We are looking for a proactive Virtual Assistant to support our client management and outreach efforts. You will work closely with the sales and client relations teams to maintain accurate records, coordinate communications, and ensure a smooth client experience.

Key responsibilities

• Maintain and update client records in MLOFLO CRM.
• Consolidate and import contact data from spreadsheets into the CRM.
• Tag, segment, and manage pipeline stages accurately.
• Prepare daily call lists with relevant notes and track call outcomes.
• Send follow‑up emails and text messages using predefined templates.
• Schedule post‑closing check‑ins and annual client reviews.
• Manage Homebot platform for client onboarding and engagement tracking.
• Execute email campaigns and newsletters.
• Maintain realtor and referral partner database.
• Manage calendar, appointment scheduling, and weekly Zoom session coordination.
• Schedule social media posts on Facebook and LinkedIn.
• Organize and repurpose content for outreach.
• Coordinate client appreciation activities such as cards, reviews, and small campaigns.

Required profile

• Strong attention to detail and data accuracy.
• Excellent written English and communication skills.
• Highly organized, proactive, and able to work independently.
• Ability to follow structured processes and maintain consistency in execution.

Required skills

• MLOFLO CRM
• Homebot platform
• Arive (preferred but not mandatory)