CRM & Operations Virtual Assistant

About the Role We’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant to support a growing consulting business. This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpot CRM, databases, workflows, and operational processes , helping to keep everything organised, efficient, and running smoothly. The ideal candidate is someone who doesn’t simply wait for instructions.

You’ll be expected to identify opportunities to improve processes, suggest solutions, and use automation tools to make the business more efficient. The role will initially be 20 hours per week , with the potential to increase to full-time as the business grows and your responsibilities expand. Key Responsibilities ● Manage and maintain the HubSpot CRM , ensuring data is accurate, organised, and up to date ● Manage and segment databases, contacts, prospects, and lead information ● Build and maintain prospect and call lists ● Monitor incoming enquiries and coordinate appropriate follow-ups ● Assist with administrative and operational tasks across the business ● Identify repetitive processes and recommend opportunities for automation ● Build and manage automations using Zapier ● Help develop and improve CRM workflows and processes ● Support the creation and maintenance of KPI tracking and reporting, including Google Sheets dashboards ● Manage scheduling and calendar-related administration through Calendly ● Conduct occasional professional phone follow-ups where required ● Use AI tools such as ChatGPT and Claude to improve efficiency and streamline processes ● Maintain organised documentation and information across OneNote, Google Drive and Google Workspace ● Look for ways to improve systems, workflows, and day-to-day operations ● Potentially support LinkedIn outreach and management as the role develops What We’re Looking For We’re looking for someone who is proactive, resourceful, and highly organised. You should be comfortable taking ownership of tasks, investigating problems independently, and suggesting ways to improve how things are done.