Data and CRM Specialist VA

3 days ago

Work from Home, Philippines Outdesk Full time ₱150,000 - ₱250,000 per year

Job Brief

We are looking for a highly organised and detail-oriented Data & CRM Specialist Virtual Assistant to support our team with application processing and client data management. This role involves handling a high volume of data entry using QuikForms, verifying client records in the CRM, and maintaining structured digital files. The ideal candidate is proactive, reliable, and comfortable working with sensitive client information across multiple systems.

Responsibilities

Process a high volume of applications through QuikForms, ensuring all information is entered accurately.

Verify, correct, and update client data in the CRM to ensure integrity and consistency.

Edit and update client-facing PowerPoint presentations with accurate account and onboarding information.

Manage digital documentation, ensuring files are correctly named, stored, and archived.

Maintain clear communication with team members and managers regarding the status of tasks and any data-related issues.

Provide general administrative support as required.

Requirements

Proven experience as a Virtual Assistant, with a focus on data entry, information verification, and CRM management.

Strong proficiency in QuikForms and working knowledge of CRM platforms.

Excellent attention to detail and commitment to data accuracy.

Confident communicator with the ability to work independently and report effectively.

Based in the Philippines, available part-time or full-time during Australian business hours.

Desirable

Familiarity with electronic signature platforms (e.g., DocuSign, HelloSign).

Experience preparing or editing PowerPoint presentations.

Prior experience in a client onboarding or compliance-driven environment.

Software Proficiency

Data Entry: QuikForms (required)

CRM: Any mainstream CRM system (e.g., Salesforce, HubSpot, Zoho)

Presentation Tools: Microsoft PowerPoint

e-Signature: DocuSign or similar

Productivity: Google Workspace, Microsoft Office

Personal Attributes

Detail-Oriented: Accurate and thorough in data input and documentation.

Proactive: Takes initiative and follows through on tasks with minimal supervision.

Organised: Manages files, documents, and responsibilities systematically.

Effective Communicator: Keeps the team informed of updates, questions, or issues.

Adaptable: Comfortable learning new tools and workflows as needed.

Time Zone: US Business Hours (Central Time zone)

Applicant Location: Must be Filipinos living in the Philippines

About Outdesk

At Outdesk, our mission is to bridge the gap between exceptional talent in the Philippines and the dynamic business needs of our clients in Australia. We are committed to delivering bespoke recruitment and comprehensive employment solutions that foster long-term success for both our clients and staff.

Employee Benefits

Paid Leave

13th Month Pay

SSS

Philhealth

Pag-Ibig

BIR

HMO

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