CRM Sourcing & Set - Up VA

 Posted 4 hours ago
  
 Worldwide
  
⭐ 2-5 years experience
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AI Summary

The Virtual Assistant will identify, source, and set up the appropriate CRM system to meet the client's business needs. They are also responsible for migrating contact data and configuring integrations for email campaigns and newsletters.

This is a remote position.

- Client needs a VA that have a wide range of experience with different CRMs

- VA needs to identify the right CRM that fits the client's business needs

- Source the CRM, register and set up the account

- Transfer all data to CRM (contacts)

- Create needed integrations, email campaigns, Newsletter, etc. 



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