Virtual Assistant with Airtable Experience

About the Role
We’re looking for a detail-obsessed, highly organized Virtual Assistant to be the operational backbone of Arise Financial Coaching. This is a behind-the-scenes, keep-everything-moving kind of role — the person who makes sure nothing falls through the cracks so our lead coach can stay focused on delivering life-changing results to clients.

You will be working inside a fast-growing financial coaching business that handles sensitive client data every single day. Discretion, professionalism, and a genuine respect for client confidentiality are non-negotiable here. If you love systems, take pride in precision, and feel genuinely excited about the world of personal finance — this role was built for you.

About the Company
Arise Financial Coaching helps professional women break up with financial stress and anxiety for good. Founded by Nicole Stanley, Arise has supported hundreds of clients in paying off debt, saving more, and building wealth with automated money systems that work without restrictive budgets or willpower.

Our flagship program, the Financial Goal Accelerator (FGA), takes clients through a three-phase coaching journey — from financial clarity all the way to a fully automated money system running in the background of their lives. We’ve been featured on Good Morning America and have a growing team of coaches, a thriving client community, and a whole lot of ---------- ntum.

We move fast, we care deeply about the client experience, and we hold ourselves to a high standard. If you thrive in environments that are organized but dynamic, and you want to be part of a business that genuinely changes lives — you’ll fit right in here.

Responsibilities Will Include
Client Support & Operations
Monitoring the client support inbox and triaging incoming tickets, emails, and requests
Following up with clients on outstanding prep work, documents, and onboarding steps
Tracking client progress through the FGA program and flagging anyone who appears stuck or behind
Coordinating client onboarding and offboarding from start to finish using established task templates in ClickUp
Processing failed payments and following up with clients on billing issues
Ensuring all client records in Airtable are accurate, up to date, and fully populated
Systems & Admin
Managing and maintaining Airtable bases — updating records, running automations, and flagging errors
Keeping ClickUp task templates active and on track across all client workflows
Monitoring Zapier automations and flagging any failures or syncing issues
Supporting the team with scheduling, documentation, and internal coordination
Assisting with the setup and testing of Fillout forms and ThriveCart fulfillment
Maintaining SOPs and keeping the operations manual up to date
Team & Coach Support
Acting as a communication bridge between the coaching team and clients where appropriate
Supporting coaches with pre-session prep logistics — confirming client readiness, flagging outstanding documents
Tracking weekly hours submissions from coaching tea ---------- mbers
Flagging blockers, inconsistencies, or process gaps proactively before they become problems

Software & Platforms We Use
Airtable — client database, automation workflows, and operational hub
ClickUp — task management and team communication
ActiveCampaign — email marketing and onboarding sequences
ThriveCart / ThriveCart Learn — payment processing and course delivery
Fillout — client intake and feedback forms
Zapier — cross-platform automations
Fathom — call recording and transcripts
Acuity Scheduling — coach calendar management
Google Workspace — email, Drive, Docs, Sheets
Stripe — payment processing

This Position IS for You If…
You have expert-level Airtable experience — you understand bases, views, automations, interfaces, and linked records, and you can troubleshoot without hand-holding
You have a genuine interest in or love for personal finance — you find the world of money, debt payoff, and financial systems genuinely exciting
You hold confidentiality to the highest standard — you understand that client financial data is sacred and treat it accordingly
You have exceptional attention to detail — you catch errors before they cause problems and take pride in accuracy
You are proactive and self-directed — you notice what needs to be done and do it without waiting to be asked
You are highly organized and can manage multiple priorities, client workflows, and moving pieces at once
You have strong written communication skills and can adapt your tone for clients, coaches, and internal team
You are reliable, responsive, and take your commitments seriously
You thrive in dynamic environments where no two days look exactly the same

This Position is NOT for You If…
You are not experienced with Airtable or are only comfortable with basic use
You are uncomfortable working with sensitive personal financial information
You need constant direction or check-ins to know what to do next
You struggle to manage multiple priorities or let things fall through the cracks
You treat confidentiality as optional or are casual about client data
You are not detail-oriented or tend to move fast at the expense of accuracy
You are not comfortable working mostly asynchronously with a remote team

Compensation
Compensation for this role is based on experience. Our budget is between $7-$15 USD per hour and will be discussed during the interview process. This is a part-time contractor position to start with around 10-15 hours per week, with the potential to grow as the business scales.

How to Apply
To apply, please fill out the application form linked below. We will not be accepting DMs or outside messages — any outreach outside of the application form will automatically disqualify you from consideration.

Apply here ? ----------

We look forward to hearing from you.