VA Admin — CRM & Operations Coordinator (Remote)
Job Location:
Monthly Salary:
Experience Required:
Posted:
Application Deadline:
Vacancies:
Job Summary
This is a remote position.
Were a financial planning practice helping California teachers with their retirement (CalSTRS CalPERS 403(b)). We get traction by running short presentations at schools and we need someone organized to run the CRM send the templated emails prep for school visits and process the data after. This is a checklist role. Every workflow is documented. Youll know exactly what to do every day.
Schedule: 3040 hrs/week PST
What youll do:
Update our CRM (GoHighLevel) pull school contacts tag prospects move them through pipelines
Send templated emails to school principals and staff (intro reminders follow-ups post-event)
Design simple flyers in Canva for teacher lounges
Process scanned appointment cards into the CRM and file them in Microsoft Teams
Run our monthly nurture email drip
Pull weekly KPI reports
What we need:
2 years of VA or operations work supporting U.S. clients
Excellent written English
Hands-on CRM experience
Strong attention to detail
Comfortable working independently from a checklist
What we need:
2 years of VA or operations work supporting U.S. clients
Excellent written English
Hands-on CRM experience
Strong attention to detail
Comfortable working independently from a checklist
Bonus points:
Direct GoHighLevel experience
Canva or basic flyer design skills
Spanish (nice to have not required)
Job Types: Full-time Contract
Work Location: Remote
Required Skills:
What we need: 1 year of phone-based appointment setting or inside sales experience with U.S. clients Clear neutral English accent youll be talking to teachers and school administrators Reliable internet quiet home office professional headset Comfortable with a CRM (GoHighLevel a plus) Persistent never pushy Bonus points: Experience setting appointments for financial services or insurance Direct GoHighLevel experience Measurable conversion rates from a prior setting role Job Types: Full-time Contract Language: English C1 (Required) Work Location: Remote
