CRM Support & Implementation Assistant

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Level 9 Virtual

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🎯 Recruiter

⚡ Productivity

B2B • Recruitment • Productivity

Level 9 Virtual is a company that specializes in providing trained and experienced virtual assistants (VAs) to businesses, ensuring increased productivity and profitability. Their services include dedicated VAs, project-based VA teams, live answering services, website design, custom list building, paid ads management, and bookkeeping. They employ a proprietary Personality and Skills Profile Match system to perfectly align VAs with client needs. Level 9 Virtual focuses on delivering quality and efficient assistance, helping reduce workload while enhancing business growth and freedom for entrepreneurs.

📋 Description

• Respond to customer inquiries and support requests in a professional and timely manner. • Troubleshoot and resolve CRM-related issues. • Gather and document information necessary to investigate and resolve concerns. • Escalate complex issues when necessary. • Deliver a positive customer experience through clear and effective communication. • Assist new users with account setup and platform onboarding. • Conduct support and training sessions via virtual meetings. • Provide guidance on platform features, functionality, and best practices. • Create instructional materials and video tutorials as needed. • Build and configure CRM assets, including automations and workflows, email campaigns, funnels and landing pages, forms and surveys, appointment booking systems, online courses and client portals, and websites and related digital assets. • Create, update, and maintain knowledge base articles and support documentation. • Identify recurring issues and develop resources to improve user self-service. • Track and manage assigned tasks and projects. • Maintain organized records and project updates. • Collaborate with team members to support business objectives and client success.

🎯 Requirements

• Previous experience in customer support, technical support, virtual assistance, or a related role. • Excellent written and verbal English communication skills. • Strong problem-solving and troubleshooting abilities. • High attention to detail and organizational skills. • Ability to manage multiple priorities in a fast-paced environment. • Comfortable learning and working with CRM platforms and digital tools. • Ability to work independently and take initiative. • Preferred: Experience with CRM platforms and automation tools. • Familiarity with help desk, project management, and screen-recording software. • Experience building automations, websites, funnels, forms, or email campaigns. • SaaS, software support, or implementation experience.