Job Summary
We are looking for a highly organized and proactive Admin and Operations VA to support a solo wellness professional with CRM management, outreach, follow-up, and light email marketing tasks. The ideal candidate will have a keen interest in wellness and mental well-being, and be able to effectively manage administrative tasks while maintaining a high level of professionalism and communication.
Key Responsibilities
- *- CRM Management (Pipedrive): **Maintain and organize the client’s Pipedrive CRM, ensuring that all contacts and records are up-to-date and accurate. Add new contacts from conferences, events, and networking, ensuring timely input.
- *- Outreach & Follow-Up: **Conduct outreach to potential clients via email and LinkedIn on behalf of the client, drafting messages in the client’s voice — warm, authentic, and non-salesy. Follow up with leads that have gone cold or haven’t responded to ensure continued engagement.
- Business Development Support: Research potential clients, speaking opportunities, and conferences. Track outreach metrics and report weekly progress toward the client’s business development goals. Proactively identify opportunities to reconnect with past contacts or expand the network.
- *- Email Marketing & Newsletters:** Assist in creating and sending periodic email newsletters, managing contact lists, and ensuring proper segmentation. Draft engaging and wellness-focused content for the newsletters, maintaining the client’s tone and messaging.
- *- General Administrative Support:** Manage the client’s inbox and flag priority messages. Assist with calendar management and scheduling, ensuring the client’s time is optimized. Handle ad-hoc administrative tasks as needed to support day-to-day operations.
Mandatory Skills
- Strong written communication skills with the ability to write clear, professional, and warm outreach messages.
- Proficient in CRM tools (Pipedrive experience is a strong plus).
- Highly organized with the ability to manage multiple tasks and deadlines efficiently.
- Ability to work independently and take initiative without constant supervision.
- Reliable internet connection and a dedicated home office setup.
Preferred Skills
- Experience in email marketing platforms (e.g., Mailchimp, ConvertKit).
- Genuine interest in wellness, mental health, or personal development.
- Experience in supporting coaches, consultants, or solo entrepreneurs.
- Familiarity with LinkedIn outreach and research for speaking engagements and conferences.
Why Join Us
This role offers an exciting opportunity to work remotely in a flexible and supportive environment. You will be an integral part of a wellness-focused business, helping to foster meaningful connections and support the client’s growth while gaining experience in various aspects of business development and administration.
Work Schedule
9AM-1PM MST
This position is no longer open
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