Admin VA with Zoho Experience

This is a remote position.

Admin VA with Zoho Experience

 

About the Client

Our client is the founder/lead of an Australian asset management consulting business with a team of approximately 11 people, including sub-consultants working across major projects.

They provide specialist asset management consulting services across areas such as strategic asset management, condition assessments, operational readiness, and technical documentation. The business works with organisations across industries including water, transport, mining, agriculture, manufacturing, and government.

The client is based between Melbourne and Newcastle, Australia, and is looking for a dependable Virtual Assistant who can provide consistent operational and administrative support while helping improve the efficiency and use of the company's existing systems.

The business also has a second company, an online forecasting Software-as-a-Service business that has its own workflows and forms connected to Zoho.

 

 

ROLE OVERVIEW

The client is looking for a proactive and capable Virtual Assistant who can provide consistent administrative and operational support the client’s business group

This is more than a basic data-entry or administrative role. The ideal VA should be someone who can look at a task, understand what needs to be done, and take ownership of completing it with minimal hand-holding.

The VA will help clear an existing backlog of administrative tasks, maintain and improve business systems, support reporting, update the CRM, improve documents and templates, and identify opportunities to make recurring processes more efficient.

The role may begin with approximately 10 hours per week but is expected to evolve as the client identifies more tasks that can be delegated.

 

KEY RESPONSIBILITIES

1. General Administrative & Operational Support

• Provide consistent day-to-day administrative support to the business owner and team.
  
• Manage and complete assigned administrative tasks independently.
  
• Work through a backlog of outstanding administrative and operational tasks.
  
• Receive ad hoc tasks and requests and action them efficiently.
  
• Review information and identify what needs to be corrected, updated, organised, or improved.
  
• Assist with recurring weekly administrative activities.
  
• Help identify tasks currently being handled inefficiently by other team members that could instead be delegated to the VA.
  
• Maintain consistency and organisation across administrative processes.
  
• Follow up on pending tasks and provide updates on progress.
  
• Assist with small operational projects as required.
  
• Suggest more efficient ways of completing recurring tasks where appropriate.
  

2. Zoho CRM Administration & Support

The client currently uses Zoho, but only a small portion of its available functionality is being utilised.

The VA will help maintain and improve the existing Zoho environment and assist the client in identifying ways Zoho can better support the business.

Responsibilities may include:

• Updating and maintaining CRM records.
  
• Cleaning and organising existing CRM data.
  
• Reviewing and updating outdated information.
  
• Maintaining consistency within Zoho.
  
• Supporting CRM reporting.
  
• Helping establish better CRM processes.
  
• Identifying opportunities to make greater use of Zoho's existing functionality.
  
• Assisting with Zoho Forms and connected workflows.
  
• Reviewing existing workflows to ensure they remain current and functional.
  
• Supporting the maintenance and refinement of existing Zoho automations.
  
• Identifying repetitive processes that may be suitable for automation.
  
• Helping the client understand practical ways Zoho can improve their operations.
  

Important:

The client is not currently looking for a developer to build complex custom Zoho solutions from scratch.

However, the ideal VA should have enough Zoho experience to understand the platform, maintain existing configurations/workflows, identify opportunities for improvement, and confidently recommend when a process could potentially be handled within Zoho.

A strong Zoho background is therefore highly preferred.

 

3. StrataWolf / Zoho Forms & Workflow Support

The client also operates StrataWolf, an online forecasting software business.

StrataWolf currently has a workflow built around multiple Zoho Forms and automated processes.

The workflow broadly follows:

Initial Inquiry → Form Submission → Scope of Work → Inspection Process → Data Collection

The VA may be required to:

• Maintain existing Zoho Forms.
  
• Review forms for outdated or inconsistent information.
  
• Ensure information flows correctly between stages.
  
• Keep existing workflows updated.
  
• Review and maintain automation.
  
• Identify inconsistencies within the workflow.
  
• Assist with improving the overall process.
  
• Help ensure that information captured at the beginning of the process continues to flow correctly into subsequent stages.
  

The VA should be comfortable learning an existing workflow rather than expecting to build everything from scratch.

 

4. Clockify & Time Reporting

The client uses Clockify for project time tracking and reporting.

Clockify is important to the business because time records are used to validate project invoices and charging.

The client wants to make better use of Clockify's reporting functionality.

Responsibilities may include:

• Reviewing Clockify data.
  
• Maintaining project/time-tracking information.
  
• Assisting with reporting.
  
• Preparing or improving project time reports.
  
• Reviewing timesheet information for accuracy and consistency.
  
• Helping organise project reporting.
  
• Identifying ways to make Clockify reporting more efficient.
  
• Supporting the client's existing project-management reporting process.
  

 

5. Document, Word & Excel Support

The client frequently needs assistance with business documents and files.

The VA may be asked to:

• Review Word documents.
  
• Correct formatting issues.
  
• Clean up documents.
  
• Improve document presentation.
  
• Review Excel files.
  
• Correct or improve spreadsheets.
  
• Update existing templates.
  
• Review templates for consistency and usability.
  
• Refresh outdated templates.
  
• Improve formatting and overall presentation.
  
• Make documents more professional and easier to use.
  
• Maintain existing business documentation.
  

The ideal candidate should be comfortable receiving an imperfect document and independently figuring out how to improve it.

 

6. Template & Process Improvement

The client has several existing templates that have become outdated and need to be refreshed.

The VA may be asked to:

• Review existing templates.
  
• Identify outdated or inefficient elements.
  
• Improve layout and formatting.
  
• Maintain existing branding.
  
• Modernise the look and feel while keeping the company's professional identity.
  
• Create improved versions of existing templates.
  
• Recommend practical improvements to documentation and workflows.
  

The client specifically values someone who can bring a fresh perspective and say:

"This could be done more efficiently."

 

7. Reporting & Data Management

The VA will support the client with improving visibility and consistency across business information.

Potential responsibilities include:

• Preparing basic operational reports.
  
• Updating CRM information required for reporting.
  
• Maintaining reporting data.
  
• Reviewing data for completeness and consistency.
  
• Supporting Clockify reporting.
  
• Organising information from different systems.
  
• Helping ensure information is available when the client needs to make decisions.
  
• Identifying missing or outdated information.
  

 

8. SharePoint & File Management

The business uses SharePoint for document and project organisation.

The VA may assist with:

• Maintaining organised project folders.
  
• Updating and organising documents.
  
• Ensuring files are stored consistently.
  
• Supporting document management across projects.
  
• Following established folder structures.
  
• Identifying opportunities to improve file organisation and efficiency.
  

The client also referenced existing drives and discrete project folders, so attention to detail and consistent file management will be important.

 

9. Process & Operational Improvement

One of the most important aspects of this role is the ability to identify opportunities for improvement.

The client does not simply want someone who will follow instructions mechanically.

The ideal VA should be able to:

• Understand existing processes.
  
• Identify repetitive tasks.
  
• Recognise inefficiencies.
  
• Suggest better ways of doing things.
  
• Learn the client's systems.
  
• Recommend practical uses of existing software.
  
• Help establish more consistent workflows.
  
• Identify tasks that can be delegated.
  
• Help move work away from the business owner and other team members.
  
• Take ownership of recurring activities.
  

The client specifically wants someone who can help him determine:

"What else can we be using these systems for?"

 

TOOLS & PLATFORMS

Required / Preferred Experience

• Zoho CRM – strong preference
  
• Zoho Forms
  
• Zoho workflows
  
• Clockify
  
• Microsoft Word
  
• Microsoft Excel
  
• SharePoint
  
• General Microsoft Office / productivity tools
  

 

KEY PRIORITIES FOR THE FIRST FEW WEEKS

The initial focus is expected to include:

1. Understanding the business and existing workflows.
   
2. Reviewing and updating the Zoho CRM.
   
3. Understanding the existing Zoho Forms and workflow.
   
4. Supporting Clockify reporting.
   
5. Working through the backlog of administrative tasks.
   
6. Reviewing and improving Word/Excel templates.
   
7. Organising documents and project information.
   
8. Identifying recurring tasks that can be delegated.
   
9. Suggesting practical process improvements.
   
10. Establishing a consistent working rhythm with the client.
    

 

WORKING STYLE

The client prefers a VA who can become a consistent extension of the business rather than someone who only completes isolated tasks.

 

INITIAL WORKLOAD

The client is initially looking for approximately:

2 hours per day / 10 hours per week

This initial allocation is intended to allow the client to:

1. Begin clearing the existing backlog.
   
2. Determine which tasks should be delegated regularly.
   
3. Establish a consistent working relationship with the VA.
   
4. Identify recurring weekly tasks.
   
5. Determine which additional projects can be assigned.
   
6. Assess whether the VA's hours should eventually be increased.
   

 

TARGET START DATE

The client is considering a start date around:

October 12 or October 20, 2026

The client requested approximately a couple of weeks to organise the initial workload and compile the backlog of tasks before the VA begins.

 

CANDIDATE SCREENING PRIORITIES

VCP should prioritise candidates who demonstrate:

Must-Have

• Strong administrative/operations experience
  
• Zoho CRM experience
  
• Strong Microsoft Word and Excel skills
  
• Strong attention to detail
  
• Ability to work independently
  
• Good written English
  
• Ability to learn existing workflows
  
• Strong organisational skills
  
• Comfortable handling ad hoc tasks
  
• Reliable communication and reporting
  

Strong Advantage

• Zoho Forms experience
  
• Zoho workflow/automation knowledge
  
• Clockify experience
  
• SharePoint experience
  
• CRM cleanup/data management
  
• Reporting experience
  
• Process improvement experience
  
• Basic graphic design/template design
  
• Experience supporting consulting/professional-services businesses