Admin & CRM Virtual Assistant (Operations Support)

Admin & CRM Virtual Assistant – Help Us Scale a Fintech Startup to $1B+

Description:
We’re scaling fast and need a reliable, organized, and detail-oriented Admin VA to help manage our client operations and CRM. You’ll play a critical role in supporting our application process, updating deal flow, and keeping everything running smoothly.

Responsibilities:

Upload and organize client documents (statements, bank records, void checks)

Send proposals using templates (we’ll train you)

Pre-fill merchant processing applications (basic info)

Follow up with clients to collect missing docs or signatures

Update our CRM or Google Sheets with:

Deal status

Proposal date

Application progress

Equipment shipped + training scheduled

Coordinate with underwriting + our training team

Requirements:

Fluent in written English

Highly organized and detail-focused

Experience with admin or ops work

Fast learner – we’ll train you on our tools

Comfortable using Google Sheets, Docs, and Slack

Bonus: Experience with CRMs, PandaDoc, Airtable, or Trello

Tools You’ll Use:

Google Sheets + Drive

Slack

Gmail

Calendly

CRM go high level

**To Apply:

Send a 1–2 minute Loom video introducing yourself

Share your resume or past work experience

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