Bookkeeping and CRM Virtual Assistant

12 hours ago

Manila, National Capital Region, Philippines InsideOut Full time ₱3,640 - ₱4,160 per year

JOB TITLE
Bookkeeping and CRM Virtual Assistant
JOB ID
HINTJO

INDUSTRY
Construction

LOCATION
LATAM / PH

JOB STATUS
Part-Time

WORK SCHEDULE
20 hours per week, flexible between 9:00 AM – 6:00 PM (as long as 20 hours/week are completed).

SALARY
$7- $8 per hour

TARGET START DATE
ASAP

Role Overview
About the Role
The client is seeking a highly skilled and reliable
Virtual Assistant – Bookkeeping & CRM (GoHighLevel)
to support a growing portfolio of small businesses. This hybrid role covers two critical areas: bookkeeping/financial administration and CRM management/customer support.

You will report directly to the business owner, an investor and corporate pilot managing a holding company of 10+ small businesses, and play a key role in organizing backend systems and supporting day-to-day operations across multiple ventures. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and bring both financial accuracy and customer-facing professionalism.

Key Responsibilities
Bookkeeping & Financial Administration (Primary Priority)- Maintain and clean up financial records across 10+ small businesses.
- Prepare and update financial documents, including:

  • General ledgers
  • Profit & Loss (P&L) statements
  • Balance sheets
  • Assist with monthly financial reporting and reconciliation.
  • Work directly in accounting tools such as QuickBooks, Xero, or spreadsheets.

CRM Management & Customer Support (GoHighLevel)

  • Manage and maintain CRM pipelines using GoHighLevel.
  • Handle inbound calls for service-based businesses (e.g., cleaning services).
  • Qualify leads and convert calls into sales opportunities.
  • Manage automations, campaigns, and basic digital marketing tasks (optional).
  • Respond promptly and professionally to customer inquiries via email, SMS, or phone.

Experience

  • 2+ years of bookkeeping or accounting assistant experience.
  • Strong familiarity with GoHighLevel or similar CRMs.
  • Experience working with U.S.-based small businesses is a plus.

Skills & Tools

  • Solid knowledge of financial documents: ledgers, P&L statements, and balance sheets.
  • Proficiency with accounting software (QuickBooks, Xero, or similar).
  • Strong communication and customer service skills, especially over the phone.
  • Ability to handle objections and qualify leads effectively.
  • CRM and automation knowledge, preferably GoHighLevel.

Soft Skills

  • Excellent spoken and written English (fluent).
  • High attention to detail, particularly in financial reporting.
  • Proactive problem-solver who works well independently.
  • Fast learner, adaptable, and comfortable in a dynamic environment.

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