Role: Virtual Assistant – Data & CRM Operations
Company Overview
A U.S.-based professional operating across commercial real estate and healthcare practice management. The business manages high-volume prospecting workflows, CRM systems, healthcare operational data, and reporting processes requiring strong administrative and data operations support.
Role Overview
We are seeking a highly organized and detail-oriented Virtual Assistant – Data & CRM Operations to support both commercial real estate prospecting workflows and healthcare operational reporting.
This role focuses heavily on CRM management, online research, data consolidation, reporting support, and SOP documentation, making it ideal for someone who enjoys structured workflows, operational organization, and backend data management.
Schedule: Part Time - 20h per week - flexible schedule but data report must happen early Mondays based on EST .
Key Responsibilities
Commercial Real Estate – CRM & Research Support
- Enter field prospecting and building-walk data into Monday.com CRM
- Research healthcare practices and physicians using LinkedIn and online sources
- Enrich CRM records with accurate business and contact information
- Support CRM cleanup and data migration projects involving Airtable, Attio, and Monday.com
- Draft templated outreach letters and organize prospect communication workflows
Healthcare Operations – Data Consolidation & Reporting
- Pull and organize data from EHR systems, Google Sheets, and other structured sources
- Consolidate operational data into centralized reporting systems
- Generate recurring weekly reports and KPI tracking updates
- Support development of long-term reporting and operational data structures
- Help identify inconsistencies, missing information, or operational trends through organized reporting
Administrative & Process Documentation Support
- Create SOPs and process documentation from Zoom walkthroughs and recorded training sessions
- Maintain organized digital records and workflow documentation
- Assist with spreadsheet organization, data cleaning, and operational tracking
- Coordinate communication through Outlook, Gmail, Zoom, and Microsoft Teams
Requirements
- Experience with Monday.com (CRM and/or project management workflows)
- Demonstrated experience with CRM management, data entry, and record enrichment
Comfortable working with Google Sheets and multi-source spreadsheet data - Excellent written English communication skills
- High attention to detail and strong organizational abilities
- Ability to work independently and maintain consistent output in a remote environment
- Strong process documentation and SOP creation abilities
Highly Regarded Skills & Experience
- Experience supporting commercial real estate, healthcare, or medical practice operations
- Familiarity with EHR systems or healthcare-related data exports
- Experience with Airtable, Attio, or CRM migration projects
- Background in reporting, operational analysis, or KPI tracking
- Experience consolidating data across multiple operational systems
Scope
- Support both healthcare operations and commercial real estate prospecting workflows
- Manage CRM updates, research tasks, and operational reporting
- Assist with data consolidation and recurring KPI reporting structures
- Create organized SOPs and workflow documentation from training materials
- Opportunity to scale hours and responsibilities as systems and workflows expand
- Direct collaboration with the business owner and operational leadership
Independent Contractor Perks
Permanent work from home
Immediate hiring
Steady freelance job
Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.