Virtual Assistant – CRM, Lead Follow‑Up & Admin Support

About the role

We are looking for a proactive Virtual Assistant to support a busy entrepreneur in managing CRM data, lead follow‑up, invoicing and LinkedIn activity. The role is focused on creating simple, reliable systems that keep business processes running smoothly.

Key responsibilities

• Manage and organize the client’s HubSpot CRM, clean and update contact data, and ensure new leads are entered correctly.
• Track lead status, set follow‑up reminders, draft basic follow‑up messages and monitor leads from networking events.
• Send invoices and receipts through QuickBooks, track payment status and coordinate with the bookkeeper.
• Maintain a LinkedIn content calendar, organize post ideas, drafts and publishing reminders.
• Create trackers, checklists or dashboards to centralise business information, notes and recurring tasks.
• Support the client in staying on top of operational deadlines and freeing time for networking and growth activities.

Required profile

• Previous experience as a Virtual Assistant, Executive Assistant, Operations Assistant or similar role.
• Strong experience with CRM management, preferably HubSpot.
• Ability to organise unstructured data into practical systems.
• Excellent attention to detail and follow‑through.
• Comfortable handling lead lists, reminders and client communication records.
• Basic understanding of invoicing workflows; QuickBooks experience is a plus.
• Familiarity with LinkedIn scheduling or content calendar tools.
• Strong written communication skills and a proactive, organised attitude.

Required skills

• HubSpot CRM
• QuickBooks
• LinkedIn content scheduling