[Hiring] CRM Virtual Assistant @Anavah Talent

Role Description

A U.S.-based, tech-enabled tax accounting firm experiencing rapid year-over-year growth is hiring a CRM Virtual Assistant to support internal account management and client delivery operations. This is a full-time (40+ hours) remote role within a fast-scaling, VC-backed startup. The core focus is maintaining CRM accuracy and internal workflow visibility so leadership, client account managers, and tax teams can move quickly and efficiently. This is a high-trust position with strong upward mobility, including a potential promotion path to Client Account Manager.

Qualifications

• Detail-oriented and highly organized
• Proactive with clear communication skills (especially in writing)
• Strong numerical awareness
• Ability to maintain attention to detail under pressure
• Comfortable supporting U.S.-based leadership teams

Responsibilities

• CRM Administration & Hygiene
  • Maintain CRM accuracy and data integrity daily
  • Proactively tag clients and update workstream statuses
  • Manage stakeholder contact records
  • Generate and share filtered lists based on specific targeting criteria
• Client Service Operations (Internal-Facing)
  • Support U.S. leadership and offshore Client Account Managers
  • Triage inbound inquiries and route to appropriate internal owners
  • Coordinate onboarding steps, intake tasks, scheduling, and follow-ups
  • Maintain light ticketing/customer support workflows (e.g., Pylon)
• Process Improvement
  • Create templates, checklists, and SOP documentation
  • Identify workflow bottlenecks and recommend improvements
  • Collaborate with engineering on CRM, client portal, and analytics enhancements

Requirements

• 1–2 years of experience in CX, operations, account management, or virtual assistant roles (U.S. startup exposure preferred)
• Strong written English proficiency (C2 level)
• Familiarity with CRM systems
• High attention to detail and strong numerical accuracy
• Comfortable working independently in ambiguous environments
• Exceptionally organized and proactive
• Bachelor’s Degree (Academic distinction preferred)

Preferred

• Experience working with U.S.-based startups
• Exposure to ticketing/customer support tools (Pylon preferred)
• Track record of exceeding CSAT, SLA, QA, or operational KPIs

Benefits

• Work From Home
• Training & Development