Virtual Assistant for CRM Auditing and Lead Follow-Up

Job Overview
We are seeking a detail-oriented and proactive Virtual Assistant to support our operations by auditing our CRM system, ensuring account accuracy, and performing essential follow-ups. This role requires an individual who is highly organized, tech-savvy, and skilled in customer relations to maintain quality control and contribute to operational efficiency.

Key Responsibilities
CRM Auditing and Maintenance

Regularly review and audit accounts in the CRM system to ensure all details are accurate and up to date.
Verify that all required documentation is properly uploaded and organized for each account.
Ensure proper product usage is recorded and matches service requirements.
Account Monitoring

Monitor accounts to confirm adequate time is being spent on services based on account needs.
Flag any discrepancies in account activity or service time for review by the operations team.
Ensure compliance with company standards for service quality and documentation.
Lost Inspection Leads Follow-Up

Identify and analyze lost inspection leads in the CRM.
Reach out to leads via phone or email to understand reasons for lost opportunities and attempt to recover sales.
Provide feedback and insights from lost leads to the sales and marketing teams for process improvement.
Product and Service Quality Checks

Review service history and product usage data to ensure alignment with client needs and company protocols.
Highlight any inconsistencies in product usage and coordinate with the appropriate teams for resolution.
Reporting

Prepare regular reports summarizing CRM audit findings, lost lead recoveries, and flagged accounts for the operations team.
Provide actionable recommendations to improve CRM accuracy and customer retention.
Collaboration

Work closely with the sales, operations, and service teams to ensure alignment and resolution of any account-related issues.
Communicate effectively with teaUpgrade to see actual infombers to address discrepancies and improve processes.

Qualifications
Experience:
Minimum of 2 years of experience as a virtual assistant, CRM auditor, or in a related administrative role.

Familiarity with FieldRoutes Software a Major Plus!

Skills:
Exceptional attention to detail and organizational skills.
Strong verbal and written communication abilities.
Proficient in Microsoft Office Suite (Word, Excel, Outlook) or Google Workspace.
Comfortable with customer follow-up and recovery calls.

Personal Attributes:
Self-motivated and able to work independently.
Analytical mindset with problem-solving capabilities.
Reliable, trustworthy, and discreet with sensitive information.

Preferred Qualifications
Familiarity with pest control, home services, or a related industry.
Experience with data auditing and quality control.

Work Schedule
Set Schedule Monday to Friday (Possible Weekends)
Must be responsive during core business hours.

Compensation
Competitive hourly rate, based on experience and qualifications.