Executive Virtual Assistant|Team Leader |Business Dev.

• Appointment setting & Lead generation • Vendor & Customer care  Responsible for responding to emergency/non-emergency  calls and provide information as per the established guidelines. • Data gathering • Vendor Sign Up • Vendor billing and portal management • Vendor retention • Conducting market research and identifying potential clients. • Cultivating strong relationships with new clients, while maintaining existing client relationships. • Collating and maintaining client information in the CRM database (HubSpot) • Developing and implementing sales strategies, client service and retention plans, and analyzing sales data to inform or update marketing strategies.

—LinkedIn Sales Outreach – Sending connection requests, instant messages, and follow-ups to generate leads —Client Communication – Managing and responding to emails professionally —Admin Support – Scheduling, data entry, and general organisational tasks —Social Media Management – Posting content (we provide templates) on LinkedIn and other platforms —CRM Management – Keeping track of leads in Google Sheets or a CRM (Pipedrive, HubSpot) —Fluent in English (Excellent written and spoken communication) —Experience in LinkedIn outreach or sales messaging (preferred) —Highly organised, reliable, and responsive —Ability to follow scripts but also personalise messages —Previous experience in admin or VA roles —Tech-savvy – Comfortable with LinkedIn, Gmail, Google Docs, and CRM tools

Technical Skills: Familiarity with VariousCRM tools such as Salesforce, Hubspot, AWS, Monday.com, ClickUp, or Pipedrive, Aesthetic Records and tool that comply with HIPAA standards. Previous experience in a healthcare setting, specifically mental health or primary care. —LinkedIn Sales Outreach – Sending connection requests, instant messages, and follow-ups to generate leads —Client Communication – Managing and responding to emails professionally —Admin Support – Scheduling, data entry, and general organisational tasks —Social Media Management – Posting content (we provide templates) on LinkedIn and other platforms —CRM Management – Keeping track of leads in Google Sheets or a CRM (Pipedrive, HubSpot) —Fluent in English (Excellent written and spoken communication) —Experience in LinkedIn outreach or sales messaging (preferred) —Highly organised, reliable, and responsive —Ability to follow scripts but also personalise messages —Previous experience in admin or VA roles —Tech-savvy – Comfortable with LinkedIn, Gmail, Google Docs, and CRM tools

Responding to Customer Inquiries: Answering questions: Providing information about products, services, pricing, orders, and company policies. Troubleshooting issues: Helping customers resolve technical problems, account issues, or billing inquiries. Processing requests: Handling requests for refunds, returns, exchanges, or order modifications. Providing support: Offering assistance with using products or services, navigating the company website, or accessing online resources. Managing Customer Interactions: Tracking and monitoring emails: Ensuring that all customer emails are responded to in a timely and efficient manner. Prioritizing inquiries: Addressing urgent or critical issues first. Escalating complex issues: Routing complex problems to specialized teams or higher-level support agents. Maintaining customer records: Updating customer information and interaction history in the CRM system. Improving Customer Experience: Identifying common issues: Recognizing patterns in customer inquiries to identify areas for improvement in products, services, or processes. Providing feedback: Sharing customer feedback with relevant departments to improve customer experience. Creating knowledge base articles: Developing helpful resources and FAQs to address common customer questions. Improving email templates: Optimizing email responses for clarity, efficiency, and customer satisfaction. Additional Tasks: Collaborating with other teams: Working with sales, marketing, or product teams to resolve customer issues or improve customer experience. Generating reports: Analyzing email support data to track performance metrics and identify trends. Staying up-to-date: Keeping informed about new products, services, and company policies.

Listening to audio or video recordings: This could include anything from interviews and lectures to meetings, phone calls, and even legal proceedings. Transcribing the audio into text: This involves accurately typing out every word spoken in the recording, including background noises, pauses, and speaker identification when multiple people are involved. Ensuring accuracy: Proofreading the transcribed text for any errors in spelling, grammar, and punctuation. Meeting deadlines: Transcriptions often have tight deadlines, so the ability to work quickly and efficiently is crucial. Using transcription software: Familiarity with transcription software and tools like Dragon NaturallySpeaking or Google Docs can increase efficiency. Following specific formatting guidelines: Some clients may have specific formatting requirements for the final transcript (e.g., speaker timestamps, line breaks, specific fonts). Maintaining confidentiality: Handling sensitive or confidential information with discretion and maintaining client confidentiality. Meeting quality standards: Ensuring the accuracy and quality of the transcriptions meet client expectations.

Handling incoming calls, inquiries and emails for plumbing, electrical and water damage restoration services. - Scheduling service appointments and dispatching technicians according skills and service locations. - Providing customer support - Handling billing and payment collection - Making outbound and cold calls - Documentation & Record Keeping - Providing support and communication with the team and technicians. Receive emergency and non-emergency calls and record significant information. Address problems and requests by transmitting information or providing solutions. Receive and dispatch work orders for Home owners. Prioritize calls according to urgency and importance.  Appointment setting & Lead generation  Vendor & Customer care  Responsible for responding to emergency/non￾emergency  calls and provide information as per the established guidelines.  Data gathering  Vendor Sign Up  Vendor billing and portal management  Vendor retention