Virtual Assistant – CRM, Outreach, Digital Operations

Role Overview

• Maintain timely and accurate CRM updates
• Collect, organize, and track donation data from the past year
• Assist with issuing year-end donor receipts
• Support and help complete the CRM transition from Neon CRM to CiviCRM
• Work closely with leadership to learn systems collaboratively during the transition
• Ensure accurate donor records and clean data management
• Create and edit designs using Canva
• Assist with social media management
• Support outreach efforts for sponsors and partners
• Help improve communications and outreach strategies to support organizational growth

This is a flexible, evolving role. Workload may fluctuate by month, and expectations will be reviewed and adjusted after the first few months to ensure mutual benefit.

Requirements

• Excellent English comprehension, speaking, and writing skills (non-negotiable)
• Relevant work experience in administrative, CRM, digital, or support roles
• Strong attention to detail and ability to follow instructions accurately
• Ability to work independently without constant micromanagement
• Proactive personality with a willingness to take initiative
• Open to learning, growing, and being trained
• Someone who can be trusted with responsibility and ownership
• Ability to submit an NBI Clearance and/or Local Police Clearance before onboarding (mandatory)
• Availability for video meetings with camera on when required
• Medical education or degree: Not required
• Previous experience as a Virtual Assistant: Preferred but not required
• Medical license (doctor, nurse, PT, etc.): Not required

Technical requirements:

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional 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.
• 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.