Virtual Assistant, Account Manager

Summary

Join We Clone You as a Virtual Assistant with expertise in account management and/or sales to provide virtual assistance to businesses.

Requirements

• Proven experience working in account management or sales roles is a plus
• Proficiency with HubSpot CRM and Microsoft Office, particularly Excel for data management
• Strong written and verbal communication skills, with the ability to engage professionally on phone calls and emails
• Solid organizational skills, with experience managing sales pipelines and analyzing performance data
• Prior experience in advertising, marketing, or social media management is essential
• Self-motivated, with a sales-oriented mindset and the ability to work independently or as part of a team

Responsibilities

• Serve as the primary point of contact for assigned accounts
• Build and maintain strong, long-term client relationships
• Address client inquiries and resolve issues in a timely manner
• Ensure clients’ needs and goals are being met, and identify opportunities for upselling and cross-selling services
• Monitor client accounts to ensure the timely delivery of projects, products, or services
• Collaborate with internal teams to ensure smooth project execution
• Regularly update clients on project status, timelines, and deliverables
• Manage client communication through email, phone, or chat
• Organize and schedule meetings, calls, and appointments
• Prepare reports, presentations, and other documents for client meetings
• Perform data entry, CRM management, and client database updates
• Track client projects from initiation to completion, ensuring deadlines are met
• Facilitate client onboarding and provide continuous support throughout the client lifecycle
• Work with the team to ensure all client-related documentation is up to date and accurate
• Generate and analyze reports on client account performance, including sales data and KPIs
• Provide clients with insights and recommendations based on account data
• Regularly assess account strategies to maximize client satisfaction and retention
• Conduct research on behalf of clients or internal teams
• Manage calendar and email communications for senior team members
• Assist with social media management or content creation, if necessary
• Handle miscellaneous administrative tasks as needed

Benefits

• Work from home
• Payment in dollars per working hour (40-hour week)
• Starting salary between $4 - $6 per hour depending on your experience, with room for raises based on performance
• A workplace that values its people
• Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients