Customer Service Representative

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Virtual Assist

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

⚡ Productivity

☁️ SaaS

B2B • Productivity • SaaS

Virtual Assist is a service that provides expert virtual assistants to help business owners delegate busy tasks such as admin, emails, and social media management. By freeing up time, Virtual Assist enables clients to focus on growing their businesses and making impactful decisions without being overwhelmed by routine responsibilities. Whether for small business owners or financial advisors, the company aims to enhance productivity and streamline operations at a cost-effective rate.

📋 Description

• Handle inbound and outbound customer communication via phone, email, SMS, or chat • Provide professional and timely customer support while maintaining a positive client experience • Update and manage customer information accurately in JobNimbus CRM • Follow company SOPs, scripts, and workflows consistently • Schedule appointments and coordinate follow-ups with clients and internal teams • Monitor customer inquiries and ensure all tickets or requests are resolved promptly • Document customer interactions, notes, and updates inside the CRM • Assist with lead management, status updates, and pipeline tracking • Perform data entry and maintain organized digital records • Escalate customer concerns or urgent issues to the appropriate department • Coordinate with sales and operations teams to ensure smooth customer onboarding and service delivery • Track task completion and maintain daily productivity targets • Assist with quality assurance by ensuring all processes are completed accurately • Maintain confidentiality of customer and company information • Provide general administrative support and assist with special projects as needed

🎯 Requirements

• At least 2 years of experience in Customer Service, Virtual Assistance, or Administrative Support • Excellent verbal and written English communication skills • Neutral or minimal accent is required • Experience using CRM platforms, preferably JobNimbus • Ability to follow SOPs and structured workflows with high accuracy • Strong organizational and multitasking skills • Comfortable handling customer concerns professionally • Proficient in Google Workspace or Microsoft Office Suite • Ability to work independently with minimal supervision • Strong attention to detail and problem-solving skills • Stable internet connection and quiet work environment required • Must have access to a static IP address through a reliable VPN provider such as NordVPN or Surfshark

🏖️ Benefits

• Work-from-home opportunity. • Opportunity to contribute to a growing business by enhancing efficiency and client experience. • Supportive and collaborative work environment.