Are you tech-savvy, detail-oriented, and ready to support a growing sales organization with smooth client and sales professional onboarding?

About Us:

At Phyllis Song Consulting, we specialize in connecting talented Virtual Assistants with opportunities that empower them to thrive. Our community of VAs is collaborative, supportive, and focused on helping each other succeed. We believe in providing meaningful work, continuous growth, and a positive work-from-home experience.

Job Description:

We are looking for a part-time Virtual Assistant to support our sales operations team. You will play a vital role in client onboarding, sales professional onboarding, reporting, and ongoing technical/operations support. This role is perfect for someone who thrives on structure, enjoys working with tech tools, and is committed to ensuring processes run smoothly.

Key Responsibilities:

Client Onboarding

• Set up HubSpot workflows and integrations following SOPs.

• Configure Calendly events and scheduling integrations.

• Create Slack channels and send onboarding documents.

• Set up HubSpot and Aloware sequences for campaigns.

Sales Professional Onboarding

• Send welcome emails and onboarding instructions.

• Create and configure new accounts in HubSpot, Slack, and company email.

• Follow step-by-step SOPs for onboarding.

Reporting & Maintenance

• Build and update Coefficient reports monthly.

• Ensure data accuracy and consistency by following SOPs.

Technical & Operations Support

• Handle ad hoc tech/ops tasks (updating battlecards, managing permissions, etc.).

• Troubleshoot HubSpot, Slack, and other integrations.

• Keep documentation updated when processes change.

Qualifications:

• Strong attention to detail and ability to follow SOPs consistently.

• Tech-savvy with experience using multiple tools.

• Excellent communication skills and ability to manage multiple tasks.

Tools You Will Use:

• HubSpot

• Coefficient

• Slack

• Aloware

• Calendly

Working Hours:

• Part-time: 10:00 AM – 2:00 PM CST (flexible if needed).

• This is a Graveyard Shift role (US Timezone).

Preferred Traits:

• Proactive communicator.

• Strong organizational skills.

• Problem-solver with a can-do attitude.

Non-Negotiables:

• Screenshot and productivity tracker required.

• Time of Work Hours: Graveyard Shift (US timezone).

Benefits:

• Paid 30 business days of training (mindset + skillset).

• Work-from-home opportunity.

• 9th month, anniversary, and performance bonuses.

• Access to training resources.

• Collaborate with an excellent community of VAs.

• Weekly payment.

• Claim reimbursements every quarter for Philhealth contributions after 6 months of tenure, and after 1 year opt between Philhealth or HMO.

Why Join us?

As an Admin/Operations Assistant at Phyllis Song Consulting, you'll play a key role in ensuring smooth business operations while working in a supportive and dynamic environment. This is your chance to enhance your skills, contribute to team success, and enjoy the flexibility of working from home.