Virtual Colleague Philippines
51 - 200 employees
Founded 2020
🤝 B2B
🎯 Recruiter
💼 Consulting
B2B • Recruitment • Consulting
Virtual Colleague Philippines is a Manila-based virtual assistant outsourcing company that connects businesses with trained remote Virtual Assistants, supported by BPO Team Leaders and Quality Analysts. They focus on creating work-from-home opportunities for skilled individuals while helping clients delegate routine tasks so they can concentrate on growing their businesses. Services include matching clients to appropriate virtual colleagues and providing ongoing support such as free monthly performance reviews to ensure quality and fit.
CRM Set up Support – Short Term Project
Job not on LinkedIn
🕒 July 8
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Virtual Colleague Philippines
51 - 200 employees
Founded 2020
🤝 B2B
🎯 Recruiter
💼 Consulting
B2B • Recruitment • Consulting
Virtual Colleague Philippines is a Manila-based virtual assistant outsourcing company that connects businesses with trained remote Virtual Assistants, supported by BPO Team Leaders and Quality Analysts. They focus on creating work-from-home opportunities for skilled individuals while helping clients delegate routine tasks so they can concentrate on growing their businesses. Services include matching clients to appropriate virtual colleagues and providing ongoing support such as free monthly performance reviews to ensure quality and fit.
📋 Description
• Set up monday.com CRM and management boards for executive visibility, accountability, and workload management • Build an Executive Dashboard showing project health, overdue tasks, workload, risks, and escalation needs • Create project management boards for launches, packaging, retailer launches, website redevelopment, and trade shows • Configure department boards for operations, warehouse, sales, customer service, marketing, creative, ecommerce, and product development • Set up dashboards, workflows, automations, notifications, escalation rules, and weekly department reports • Integrate sales-order visibility from Cin7 via Zapier • Configure CEO weekly management meeting workflows and department submissions • Add live-document comments and maintain private marketing boards • Configure scheduled dashboard emails, PDF exports, AI summaries, mobile access, and Microsoft Teams/Outlook integrations • Deliver a consolidated CEO Dashboard pulling KPIs from up to 20 boards
🎯 Requirements
• 1–3 years of work experience • Experience setting up monday.com boards, dashboards, workflows, and automations • Ability to configure CRM, project management, department, workload, and executive dashboards • Ability to create notifications, escalations, scheduled reports, and automated emails • Experience integrating monday.com with Cin7, Zapier, Microsoft Teams, and Microsoft Outlook • Ability to configure and use monday.com AI features • Ability to manage data visibility and keep marketing boards private • Ability to add comments to live documents indicating where changes are needed
🏖️ Benefits
• Scheduled dashboard email delivered daily, weekly, or monthly • Scheduled weekly PDF export delivered to Daniel's inbox with no login required • AI-generated weekly executive summary emailed with dashboard PDF attached • AI summary widget on the CEO dashboard • Scheduled weekly email delivery • Mobile app access on iOS and Android • Microsoft Teams integration • Microsoft Outlook two-way integration • Access to monday.com AI features, including Sidekick, AI Agents, AI Note Taker, monday Vibe, AI Blocks and AI Columns, AI Workflow Builder, and connectors to Claude, Microsoft 365 Copilot, ChatGPT, and Google Gemini
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