We seek a Dedicated Client Assistant to join our dynamic team!
We are a US-based recruitment firm that introduces families to nannies and private educators. We are a team of US-based employees and 3 full-time employees based in the Philippines. We are a women-owned, LGBTQ-friendly business that believes diversity makes us stronger!
About the role
This role will support our client coordinator and sales pipeline remotely by following up with unclosed leads, scheduling sales calls and follow-up appointments, responding to general inquiries, and gauging potential clients’ fit within our process. The ideal candidate is naturally organized, comfortable with high-level communications with key decision-makers.
Main Tasks / Responsibilities
– Monitoring shared inboxes and updating records / uploading files / responding to emails as needed
– Monitoring and responding promptly to new client inquiries daily, ensuring priority and exceptional treatment is given to any direct referral or returning clients
– Following up with clients about their current placement and sending email check-ins
– Reviewing family applications for fit and schedule and drafting responses to clients who are not a match
– Conducting online audits and searches for potential clients to determine match and any potential issues to discuss in sales call
– Creating job descriptions and screening questions based off family application and call notes
– Assisting with onboarding new clients in Asana and Google Streak
– Maintaining accurate and up-to-date client files, ensuring all relevant documentation and communications are properly recorded
– Sending personalized “thank you for scheduling” emails to clients upon receiving confirmation through Calendly
– Report on key daily metrics and give status updates to ensure we are on track
– Support with file creation and data entry as needed
– Assistance with drafting and editing trial agreements and offers of employment using our templates
– Digital file organization of client folders and past templates
Qualifications:
– 2+ years of experience working in client acquisition, business development, B2B sales, B2C sales, list building, client retention, and/or customer service roles
– Familiarity with our tech suite, specifically Asana, G Suite, Streak, Slack, strongly preferred!
– Availability to fully dedicate to our team during scheduled working hours
– Exceptional attention to detail
– Consistent and reliable communication with the ability to meet deadlines
– Comfortability working with a largely female and LGBTQ+ team
– Fluency in English, both written and verbal
– Ability to suggest and document process improvements and optimizations
– Familiarity with American culture, terms of phrase, persuasive communication techniques, and colloquialisms
– Ability to communicate with clients using phone scripts and Grasshopper, our VoIP, preferred but not required
– Exceptional references from previous remote employers
Skills and experience is a PLUS
Slack, Airtable, Asana, Zapier, G Suite, Gmail, Streak, Jotform, ChatGPT, Typeform, Grasshopper, Calendly, Zoom, and Canva
Budget and Hours
– $7-9 per hour, 30-40 hours per week
– Monday – Thursday from 9am to 5pm EST
– Fridays from 12pm – 4pm EST
– Office closed with pay for all major US holidays, as well as the week of Christmas
-This is a full time, remote, virtual assitant role
If you’re ready to embark on a fulfilling journey with us and contribute to our mission, we invite you to submit your resume and cover letter to
/youramazingclient/job_67241_Dedicated_Client_Assistant
and our hiring team will reach out to potential candidates for an initial screening.
APPLY FOR THIS JOB:
Company: Umbrella Property Services
Name: Hiring Manager
Email: