Virtual Assistant

ClientPoint Client Success Administrator.

Your job:.

As a Virtual Assistant, your primary role is to support our teams with a variety of administrative tasks, ensuring smooth and efficient operations.

Reporting to the Director of Client Success, you will handle communications, create presentations, support the sales team, assist with client demos, and perform content audits.

Your work will touch all aspects of the company, including marketing and finance, requiring a proactive, detail-oriented individual with excellent communication skills and the ability to multitask effectively in a remote work environment.

Enjoy flexible working hours, professional development opportunities, and being part of a positive, innovative team.

Who are you: Requirements.

Passionate about providing administrative support.

Smart with good judgment.

Detail-oriented and thorough.

Creative and proactive problem solver.

Ability to multitask and prioritize effectively.

Proven experience as a Virtual Assistant or relevant remote role.

Excellent communication skills in English, both written and verbal.

Strong organizational and time-management abilities.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software.

Ability to work independently and as part of a team.

High level of discretion and professionalism.

Experience with ClientPoint, Salesforce or similar platforms is a plus.

Fast and dependable internet access.

Responsibilities:.

Perform a wide range of administrative tasks to support the smooth operation of the company.

Below are a few examples.

Screening Hires: Assist in the recruitment process by screening potential hires for various positions.

Support response: Provide the first response to company connections within our Customer Operating System.

(CustomerOS).

Billing Emails: Manage billing-related communications and ensure timely follow-up and escalation.

Presentation Creation: Create engaging and professional PowerPoint presentations for the Client Success team for kick off meetings and business reviews.

Sales product support: Develop and build prospects themes within ClientPoints as needed to support the sales team.

POC Assistance: Work with the Solutions Architecture teams to assist in building Proof of Concept (POC) demonstrations for client demos within ClientPoint.

Content Audits: Provide audits and support for Salesforce and ClientPoint Admin system, i.

e seat audit, or hours sold audit.

General Administrative Tasks: Handle classic administrative duties, including scheduling, organizing meetings, and maintaining records.

What We Offer:.

Contracted position.

Flexible working hours.

Opportunity to work with a dynamic and innovative team.

Professional development opportunities, really! We are expanding.

Its up to you how far you want to go.

Positive and supportive work environment.

Who we are!.

Founded in 2010, ClientPoint is an enterprise-grade end-to-end sales relationship platform that streamlines, simplifies, and speeds up the entire sales life-cycle.

Our tools give you maximum control and management of the entire ?nurture to propose to close? process, to help you increase close rates, shorten sales cycles, and reduce costly proposal errors, while saving you tons of time.

Our Enterprise platform serves premiere global enterprise brands in diverse industries across four continents, plus many mid-size and small businesses.

We integrate seamlessly with the worlds top Sales CRM services for a clean workflow as well as major eSignature services for faster and more convenient client approval.

Our Freemium platform serves to unite the communication of business people and their prospects, clients and teams, in one single workspace.

These tools combined to help you expertly differentiate yourself from your competitors with a platform that makes it easy for you to present your story beautifully in the form of a convenient, branded, and customized private sales microsite shared between you and your prospect until the deal is done!.

Our seasoned and accomplished executive leadership team brings you more than 100 years of collective business experience.

Based in San Diego, California, G2 Crowd ranks us as one of the top 25 enterprise software services in the world.

Our Mission.

ClientPoint digitally super-empowers business by bringing the best tools, technology and practices into an unequaled platform for creating the worlds most profitable relationships.

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