CPT-11308 Customer Service & Client Success Virtual Assistant

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing Florida-based home inspection company is seeking a Customer Service & Client Success Virtual Assistant to serve as the primary point of contact for inbound client inquiries while supporting administrative operations and client relationship management.

This role is heavily customer-service focused. The Virtual Assistant will answer inbound calls, respond to texts and emails, schedule inspections, verify online orders, and provide an exceptional customer experience from the first interaction through project completion.

When call volume is lighter, the VA will support outbound customer follow-up, request Google reviews, maintain client relationships, prepare reports, assist with proposal generation, and complete general administrative tasks.

The ideal candidate is personable, confident on the phone, highly organized, and capable of learning the company's processes quickly without requiring prior home inspection experience.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Contractors will be required to provide services that align with the following client tasks:

• Answer inbound calls from prospective and existing clients

• Respond promptly to customer emails and text messages

• Schedule home inspections and answer customer questions

• Verify online inspection requests and confirm scheduling details

• Provide professional, friendly customer service throughout the booking process

• Follow up with prospective customers who have not yet scheduled an inspection

• Contact previous clients to request Google reviews

• Conduct customer satisfaction follow-ups after completed inspections

• Address customer concerns and escalate issues when appropriate

• Help generate repeat business and referral opportunities

• Maintain accurate customer records and appointment information

• Assist with proposal preparation and related documentation

• Prepare reports and organize business information

• Support inbox management and administrative workflows

• Perform general business support tasks as assigned

• Assist with outbound follow-up calls when appropriate

• Help maintain referral partner relationships

• Support lead tracking and customer communication

• Learn company procedures and continuously improve customer service processes

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous customer service experience required
• Sales support or inside sales experience preferred
• Experience handling inbound phone calls required
• Administrative or executive assistant experience preferred
• Strong written and verbal English communication skills
• Comfortable learning new software and business processes
• Home inspection or property-related experience is not required but a plus
• Bilingual English/Spanish is a plus but not required

• Excellent phone presence and customer service skills

• Naturally personable and confident speaking with clients

• Strong active listening and communication abilities

• Organized and detail-oriented

• Comfortable multitasking between calls and administrative work

• Self-motivated with a positive attitude

• Quick learner who can adapt to new systems and processes

• Interested in helping a growing small business succeed

• Microsoft Office

• Google Workspace

• CRM Platforms (Preferred)

• VoIP Phone Systems (Preferred)

• Email Platforms

• Calendar Management Software

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday, Wednesday, and Friday
• Daily Working Time: Primarily afternoons EST, Monday- 6hrs, Wednesday- 8hrs, and Friday- 6hrs (schedule may vary from week to week)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 20 hours/week
• Daily Working Time: Primarily afternoons EST, Monday- 6hrs, Wednesday- 8hrs, and Friday- 6hrs (schedule may vary from week to week)
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English Required (Bilingual Spanish and English is a plus)
• ACCENT PREFERENCE: Level A-B (Native or Near-Native English accent required)
• REGION PREFERENCES: Any (Bilingual English/Spanish is a plus)