Lead Nurturing & CRM Assistant

* Guide qualified leads toward scheduling an appointment or taking the appropriate next step.
* Re-engage previous or inactive leads when needed.
* Maintain professional and patient-friendly communication throughout the process.
* Create, organize, update, and manage the practice's CRM.
* Maintain accurate lead and patient information.
* Track lead status, follow-ups, appointments, and next steps.
* Keep the lead pipeline organized and ensure no leads are missed.
* Support improvements to CRM workflows and lead-nurturing processes.
* Manage email and SMS follow-up sequences and automations.
* Support lead re-engagement campaigns.
* Monitor responses and follow up with interested prospects.
* Respond to social media inquiries and direct messages.
* Guide social media leads toward the appropriate next step.
* Use ClickUp or similar project-management tools to track daily tasks and workflows.
* Support multiple patient acquisition and administrative workflows.
* Communicate updates, concerns, and progress proactively.

Requirements

* At least 1 year of previous experience in lead nurturing, sales support, lead qualification, patient acquisition, or a related role.
* Hands-on experience using and managing CRM systems.
* Comfortable with patient or customer outreach and consistent follow-up.
* Strong written and verbal English communication skills.
* Reliable, proactive, organized, and able to work independently.
* Strong follow-through and attention to detail.
* Comfortable learning new CRM, EHR, and workflow systems.

Basic Requirements

* Must speak and write English clearly and professionally.
* Must have relevant work experience.
* Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
* Must be available to attend video meetings with camera on when required.

Technical Requirements

* Computer: Reliable laptop or desktop computer.
* Internet: Stable high-speed internet connection (minimum 25 Mbps).
* Audio: Noise-canceling headset.
* Video: Working webcam for virtual meetings.
* Workspace: Quiet and professional work environment.

Benefits

* Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
* Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
* HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
* Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
* Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
* Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
* Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
* Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.