CPT-11674 Customer Success & Sales Operations Administrative Virtual Assistant

• Schedule customer launch and training sessions, including Launch Fuel meetings
• Maintain team calendars and coordinate internal meeting schedules
• Pull, review, and prepare Wednesday and Friday customer utilization reports
• Validate information and maintain accurate customer success records and CSU notes
• Prepare customer follow-up email drafts using meeting notes and established guidance
• Track outstanding customer-related action items and coordinate internal follow-ups through Slack

• Maintain accurate sales and customer information in HubSpot
• Update CRM records, activities, and supporting information
• Organize and maintain contract files
• Ensure contract information and related records remain current in HubSpot
• Assist with routine sales-administrative follow-ups and documentation

• Organize files, spreadsheets, reports, and shared business documents
• Assist with detailed administrative projects assigned by management
• Coordinate routine company mail forwarding and related logistics
• Help maintain administrative processes and recurring task lists
• Flag missing information, overdue items, or inconsistencies requiring attention
• Provide updates on completed tasks and outstanding priorities

• Highly organized, detail-oriented, and dependable
• Excellent written communicator with strong proofreading skills
• Comfortable working independently across multiple administrative priorities
• Strong spreadsheet and data-validation skills
• Proactive with follow-up and task completion
• Able to learn healthcare terminology and internal processes quickly
• Comfortable supporting a fast-growing, fully remote team
• Resourceful and capable of working from established procedures

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 6:00 AM–2:00 PM EST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-C (Excellent Written English Required; No Specific Accent Preference)
• REGION PREFERENCES: Offshore

• Google Workspace / Google Sheets
• HubSpot – Strongly Preferred
• Slack
• Microsoft Excel
• AI Productivity Tools – Familiarity Preferred
• Internal Reporting & Customer Success Platforms – Training Provided

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 6:00 AM–2:00 PM EST

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