SA Virtual Assistant -
SA Virtual Assistant -
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Salary Not Disclosed
Job Description
Position: Virtual Assistant (Senior Placement Services)
Location: Remote (South Africa)
Employment Type: PartTime/FullTime
Compensation: $1200 $1500 USD/month
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Role Overview
We are seeking an experienced Virtual Assistant with expertise in CRM management lead handling and client interaction. Familiarity with the senior care industry is a plus. The role focuses on optimising client intake managing facility data and supporting lead generation efforts contributing directly to our growth within the community.
Key Responsibilities
1. Lead Management and Client Intake
- Screen incoming leads and administer intake forms to capture clients' needs.
- Communicate via phone email and calendar scheduling to provide empathetic timely responses.
- Schedule consultations with the owner and conduct followup outreach.
2. CRM and Inventory Management (ALLIN CRM)
- Maintain accurate records within the CRM including facility services pricing and contact information.
- Document visit summaries and followup actions ensuring all data is current.
- Utilize AI tools (e.g. Zapier Google Drive) to streamline data entry and updates.
3. Community and Facility Relationship Building
- Coordinate with local facilities to keep current on services and pricing.
- Schedule tours and meetings with referral sources including hospitals and rehab centers.
- Draft and send emails to maintain facility relationships setting up automated followups.
4. Social Media and Digital Presence Management
- Support social media through Rallio creating posts and engaging with community content.
- Identify and engage with target audiences (seniors families) to enhance local awareness.
- Track engagement metrics to refine our social media strategy.
5. General Administrative Support
- Manage calendar appointments for the owner including client consultations and networking events.
- Organize incoming calls and emails escalating inquiries as needed.
- Oversee digital document management including intake forms and contracts.
Preferred Qualifications
- Experience with CRM systems (preferably ALLIN) and lead management.
- Familiarity with the senior care industry and empathy for the elderly and their families.
- Strong communication skills for handling client inquiries.
- Proficiency with automation tools (e.g. Zapier) and AIsupported systems.
- Social media management experience especially for audiences aged 4070 on Facebook and Instagram.
- Ability to manage tasks independently and with minimal supervision.
- Experience with digital transcription or OCR tools for document processing.
- Familiarity with scheduling tools like Calendly and task management platforms (e.g. Trello Asana).
Employment Type
Full Time
