Key skills
CRMLeadershipProject Management
About this role
Role Overview
- Build, document, and improve SOPs and workflows
- Identify inefficiencies and recommend better systems
- Ensure consistency, quality, and repeatability across operations
- Track tasks, timelines, and deliverables across teams
- Manage recurring workflows and reporting cycles
- Coordinate with clients, vendors, and internal teams
- Manage inboxes, calendars, and internal communications
- Organize files, systems, and documentation
- Prepare summaries and reports for decision-making
- Maintain CRM systems (GoHighLevel, HubSpot, Zoho, etc.)
- Track pipelines, leads, and conversions
- Schedule and manage content across platforms
- Respond to messages and community interactions
- Maintain dashboards and KPI trackers
- Perform basic QA and data checks
- Ensure accuracy and cleanliness of records
Requirements
- At least 1 year experience in a leadership, operations, or project-based role
- Experience as a Virtual Assistant, Operations Assistant, or Project Coordinator
- Strong understanding of SOPs, workflows, and process improvement
- Highly organized and process-oriented
- Strong project management and coordination skills
- Comfortable working with KPIs, dashboards, and reporting
- Intermediate to advanced Google Sheets
Benefits
- HMO coverage
- Wellness support
- 40 hours PTO
- 40 hours Sick Leave
- 8 hours Mental Health Leave
- Birthday Leave & Paternity Leave
- US Holidays + select PH holidays
- 13th Month Pay
- Company-provided equipment
- PTO convertible to cash
- Welcome kit & appreciation tokens
- Monthly team hangouts & games
- Occasional in-person meetups