ABOUT THE ROLE

A U.S.-based, tech-enabled tax accounting firm experiencing rapid year-over-year growth is hiring a CRM Virtual Assistant to support internal account management and client delivery operations.

This is a full-time (40+ hours) remote role within a fast-scaling, VC-backed startup. The core focus is maintaining CRM accuracy and internal workflow visibility so leadership, client account managers, and tax teams can move quickly and efficiently.

This is a high-trust position with strong upward mobility, including a potential promotion path to Client Account Manager.

ABOUT YOU

Detail-oriented and highly organized, you thrive in fast-moving, ambiguous startup environments. You are proactive, communicate clearly (especially in writing), and naturally take ownership of tasks.

You enjoy keeping systems clean and structured, have strong numerical awareness, and maintain razor-sharp attention to detail even under pressure. You are comfortable supporting U.S.-based leadership teams and understand the pace and unpredictability of startup operations.

RESPONSIBILITIES

CRM Administration & Hygiene

Maintain CRM accuracy and data integrity daily
Proactively tag clients and update workstream statuses
Manage stakeholder contact records
Generate and share filtered lists based on specific targeting criteria

Client Service Operations (Internal-Facing)

Support U.S. leadership and offshore Client Account Managers
Triage inbound inquiries and route to appropriate internal owners
Coordinate onboarding steps, intake tasks, scheduling, and follow-ups
Maintain light ticketing/customer support workflows (e.g., Pylon)

Process Improvement

Create templates, checklists, and SOP documentation
Identify workflow bottlenecks and recommend improvements
Collaborate with engineering on CRM, client portal, and analytics enhancements

Requirements

1–2 years of experience in CX, operations, account management, or virtual assistant roles (U.S. startup exposure preferred)
Strong written English proficiency (C2 level)
Familiarity with CRM systems
High attention to detail and strong numerical accuracy
Comfortable working independently in ambiguous environments
Exceptionally organized and proactive
Bachelor’s Degree (Academic distinction preferred)

Preferred:

Experience working with U.S.-based startups
Exposure to ticketing/customer support tools (Pylon preferred)
Track record of exceeding CSAT, SLA, QA, or operational KPIs

Benefits

Work From Home
Training & Development

CRM Virtual Assistant