Customer Operations Assistant-

Role: Customer Operations Assistant

Priority Location: South Africa

Working Hours: MondayFriday EST

Salary Range: $1200-1700 per month (The final offer is at the clients discretion and depends on the candidates interview result skills and experience.)

Type of contract: Independent Contractor

About the Role

A growing owner-operated home services company is seeking a highly organized and detail-oriented Customer Operations Assistant to support customer intake CRM management follow-up coordination and recurring administrative workflows.

This is not a traditional SDR or high-pressure sales role. The primary objective is to keep the CRM and supporting processes organized current and moving so the owner can focus on pricing customer conversations and business growth.

Key Responsibilities:

• Monitor and organize inbound leads from website forms referrals Google Local Services Ads social media and other channels.
• Review lead details including project type location timeline photos and customer notes.
• Perform light research on properties and addresses using public tools such as Zillow Redfin Google Maps and county property records.
• Apply owner-defined lead scoring and prioritization criteria.
• Identify missing information and prepare follow-up drafts to gather additional details.

• Maintain accurate CRM records including stages notes reminders tasks and follow-up dates.
• Merge duplicate records and ensure consistent tagging and naming conventions.
• Track active leads stale opportunities open quotes contracts deposits color selections scheduling items and post-project follow-up.
• Prepare daily or weekly pipeline summaries for the owner.

• Draft customer emails and text messages using approved templates and tone guidelines.
• Prepare follow-up messages for warm leads stale leads open quotes unsigned contracts deposits and collections.
• Build prioritized call and action lists for the owner with relevant context and recommended next steps.
• Track communication status and outstanding follow-up actions.

• Coordinate consultations and project scheduling once fit and direction are confirmed.
• Send appointment confirmations reminders and rescheduling notices.
• Track contract execution deposit collection color approvals and scheduling readiness.
• Flag any customer situations requiring owner attention.

• Organize project photos and notes.
• Prepare simple social posts based on owner-provided content and direction.
• Monitor inbound social messages and route new inquiries into the lead process.
• Maintain lists of referral partners vendors and outreach contacts.

• Document recurring tasks into simple checklists and SOPs.
• Maintain operating routines for CRM cleanup follow-up tracking review requests and photo organization.
• Suggest practical improvements to existing workflows.

Qualifications:

• 2 years of experience in operations support administrative coordination CRM management or customer support.
• Strong written English communication skills.
• Experience using CRM systems such as GoHighLevel HubSpot Salesforce or similar.
• Exceptional organizational skills and attention to detail.
• Comfortable working with structured processes and recurring tasks.
• Ability to work independently and escalate issues appropriately.