Lead Nurturing, CRM Assistant

🕒 August 20

🇵🇭 Philippines – Remote

💵 $10.4k - $12.5k / year

⏱ Part Time

🟠 Senior

🎣 Lead Generation

👻 Ghost score 34%

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Logo of Winning Assistants LLC

Winning Assistants LLC

51 - 200 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Winning Assistants LLC is a staffing and recruiting company that provides virtual assistants from the top 1% of the global talent pool. They specialize in helping doctors, healthcare professionals, and business owners save time, reduce costs, and scale operations with highly skilled, HIPAA-compliant virtual assistants. Their services include admin support, medical office management, marketing, and customer service, allowing clients to focus on growth.

📋 Description

• Follow up with incoming leads through phone, email, text, and other communication channels. • Build rapport with prospective patients and maintain consistent follow-up. • Educate and qualify leads based on their needs and interest in the practice's services. • Guide qualified leads toward scheduling an appointment or taking the appropriate next step. • Re-engage previous or inactive leads when needed. • Maintain professional and patient-friendly communication. • Create, organize, update, and manage the practice's CRM. • Maintain accurate lead and patient information. • Track lead status, follow-ups, appointments, and next steps. • Keep the lead pipeline organized and ensure no leads are missed. • Support improvements to CRM workflows and lead-nurturing processes. • Manage email and SMS follow-up sequences and automations. • Support lead re-engagement campaigns. • Monitor responses and follow up with interested prospects. • Respond to social media inquiries and direct messages. • Guide social media leads toward the appropriate next step. • Use ClickUp or similar project-management tools to track daily tasks and workflows. • Support multiple patient acquisition and administrative workflows. • Communicate updates, concerns, and progress proactively.

🎯 Requirements

• At least 1 year of previous experience in lead nurturing, sales support, lead qualification, patient acquisition, or a related role. • Hands-on experience using and managing CRM systems. • Comfortable with patient or customer outreach and consistent follow-up. • Strong written and verbal English communication skills. • Reliable, proactive, organized, and able to work independently. • Strong follow-through and attention to detail. • Comfortable learning new CRM, EHR, and workflow systems. • Must speak and write English clearly and professionally. • Must have relevant work experience. • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding. • Must be available to attend video meetings with camera on when required. • Reliable laptop or desktop computer. • Stable high-speed internet connection of at least 25 Mbps. • Noise-canceling headset. • Working webcam for virtual meetings. • Quiet and professional work environment.

🏖️ Benefits

• Dedicated HR & Contractor Support Team • Premium VPN Access (Optional) • HIPAA & Cybersecurity Training + Certification (Provided) • Top 1% VA Performance Training • Client-Approved U.S. Holidays • Client-Approved Paid or Unpaid Time Off • Access to Tools & Resources • Optional Performance-Based Incentives • Optional contractor perks and client-approved allowances

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