General Virtual Assistant with Salesforce exp

Position: General Virtual Assistant
Number of hours: 5 hours/week
Schedule: TBA
Tasks required:

-
Maintain and coordinate monthly calendars, ensuring effective time management and scheduling of meetings, appointments, and travel arrangements

-
Manage emails and phone calls as assigned by the client

-
Upload, organize, and update leads or other data into Salesforce

-
Manage configuration of Salesforce features including user management, custom fields/objects, page layouts, workflow, and validation rules

-
Assist in preparing meeting agendas, taking meeting minutes, and ensuring timely distribution of materials to participants

-
Handle sensitive and confidential information with the utmost discretion and professionalism

-
Collaborate effectively with other team members and departments to ensure seamless workflow and the achievement of organizational goals

-
Set up and send out monthly newsletters and monitor the open rates, unsubscribes, and other established KPI’s

-
Basic social media management including, but not limited to, social media posting, digital marketing management

-
Provide excellent customer service to clients and stakeholders

-
Conduct data entry tasks accurately and efficiently

-
Assist in social media management, including content creation and scheduling

-
Support graphic design efforts for promotional materials and presentations

-
Participate in recruitment processes, including candidate screening and interview coordination

-
Other ad hoc tasks that would be assigned

Requirements :

-
Proven work experience as a General Virtual Assistant or a relevant role

-
Familiarity with current technologies, like desktop sharing, cloud services and VoIP (GSuite, Zoom, Slack, Asana, Notion, etc.)

-
Working experience with Salesforce CRM and data management is required

-
Strong proficiency in office software and communication tools

-
Knowledge of online calendars and scheduling (ex. Calendly, Google Calendar)

-
Excellent verbal and written English communication skills

-
Discretion and the ability to handle confidential information

-
Excellent phone, email and instant messaging communication skills

-
Highly organized and detail-oriented; able to efficiently prioritize multiple tasks

- Adaptability and a proactive mindset

-
Ability to work independently and in a team-oriented environment

-
Self-disciplined and organized; able to consistently perform with limited supervision

Originally posted on Himalayas