US-based Client Part-time Advance General VA (4 hrs daily)

Role Overview:

The client is a relationship coach, who provides relationship counseling by supporting clients and members in learning how to connect. This can include educating how to hug, creating a safe place to share individual needs, and supporting intimate relationships from a place of connection. The person in this role will be in a “right-hand” position to the CEO. This person will assist the CEO in all aspects of running the business – offering eyes, ears, and hands to help with overall operations. The ideal candidates must possess a willingness to share their valuable insights and propose creative, thoughtful ideas to the team for process improvements along the way.

The successful candidate will be given an AU$9 hourly rate – 4 hrs a day or 20 hrs per week.

Work hours:
Night time shift (US client) – Mon-Fri at 9pm-1am PH time daily

This role requires experience and knowledge in the following Apps: (Extensive experience with each platform/system is not required)

Infusionsoft
Asana
Thinkific
LastPass
Google for Business
Dropbox
Survey Monkey
WordPress
Zoom
Canva
Acuity
Circle
WordPress
Signnow – preferred

*training provided on unfamiliar software

VA Task/Skill Overview

Email management with a maximum 24-hour response time (during weekdays)
Scheduling appointments
Membership Support
- Onboarding and Off-boarding members
- Managing agreements
- Renewals and Expirations coordination
- Coaching Session Tracking and recording delivery
- Maintaining a relationship with customers enrolled in our programs so that they have personal connection with us every month at a minimum
- Other community group care including welcomes, birthday, anniversary and engagement posts
- Technical support for membership and community platforms
  - Login, access, navigation, how to’s
- Processing feedback and testimonials
Accounts receivable
- Setup and manage payment plans
- Contact customers re failed / missed payments
Retreat enrollment management
- Answering Questions
- RSVP management
- Enrolling Friends and Partners
- Waiver management
- Checking in participants at the beginning of a retreat start (This will require staying a bit later a few times a year on a Friday)
  - Check in from Zoom waiting room to Main room
  - Follow up with any missing people
  - Answer access / technical questions
Sales Support
- Keep sales pipeline up to date
  - Add inquiries
  - Add upcoming Igniting Soul Love Experience sessions
  - Document retreat prospects and post retreat follow up needs
  - Update statuses as prospects progress
- Scheduling / engagement / follow up emails with templated responses
Daily and as needed administrative tasks
Creating, documenting and maintaining a “how to” manual for all tasks.