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TYPE OF WORK
Part Time
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SALARY
$6-$10/hour (based on experience)
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HOURS PER WEEK
30
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DATE UPDATED
Dec 16, 2025
We are seeking a reliable, fluent English-speaking Virtual Assistant to help manage and support our funding clients. This role is client-facing and requires confidence on the phone, strong follow-up skills, and the ability to guide clients through their funding game plan.
You will be responsible for communicating directly with clients, ensuring required steps are completed, and keeping clients on track toward successfully obtaining funding. This role is critical to client experience and outcomes.
Key Responsibilities:
• Speak with clients by phone to provide support and updates
• Follow up with clients consistently to keep
• Review and track each client’s funding game plan
• Ensure all items on the client optimization checklist are completed
• Answer basic questions related to the funding process (training provided)
• Document client notes and progress accurately in the CRM
• Coordinate with internal team as needed
Ultimate Goal:
Help clients stay organized, confident, and fully optimized so they can successfully obtain funding.
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Required Skills & Qualifications
• Fluent English (spoken and written)
• Comfortable speaking with clients on the phone
• Strong communication and follow-up skills
• Organized, detail-oriented, and reliable
• Able to work independently and manage multiple clients
• Customer service or client success experience preferred
• Experience with CRM systems is a plus
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Work Schedule
• Approximately 9:00 AM – 4:00 PM EST
• Monday–Friday
• Remote
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Wage / Salary
$6–$10 per hour (based on experience, with opportunity for increases)
