CRM & Operations Virtual Assistant

About the RoleWe’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant tosupport a growing consulting business.This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpotCRM, databases, workflows, and operational processes, helping to keep everythingorganised, efficient, and running smoothly.The ideal candidate is someone who doesn’t simply wait for instructions. You’ll be expected toidentify opportunities to improve processes, suggest solutions, and use automation tools tomake the business more efficient.The role will initially be 20 hours per week, with the potential to increase to full-time as thebusiness grows and your responsibilities expand. Key Responsibilities● Manage and maintain the HubSpot CRM, ensuring data is accurate, organised, and upto date● Manage and segment databases, contacts, prospects, and lead information● Build and maintain prospect and call lists● Monitor incoming enquiries and coordinate appropriate follow-ups● Assist with administrative and operational tasks across the business● Identify repetitive processes and recommend opportunities for automation● Build and manage automations using Zapier● Help develop and improve CRM workflows and processes● Support the creation and maintenance of KPI tracking and reporting, including GoogleSheets dashboards● Manage scheduling and calendar-related administration through Calendly● Conduct occasional professional phone follow-ups where required● Use AI tools such as ChatGPT and Claude to improve efficiency and streamlineprocesses● Maintain organised documentation and information across OneNote, Google Drive andGoogle Workspace● Look for ways to improve systems, workflows, and day-to-day operations● Potentially support LinkedIn outreach and management as the role develops