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🌴 Virtual Assistant (Temp Replacement) - Job Code: 20221777821 at Coconut. At. Coconut 🥥. , we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins—clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for . top talent. to fill the role below:. Role. : Virtual Assistant (Temp Replacement). Monthly Rate. : $500. Availability. : Part-time - 20 hours/week. Time Zone. : EDT Business Hours. ==================================================. To streamline your application, please carefully review and complete . ALL THREE. items below before proceeding to the application form.. What to Prepare:. 1️⃣ . English Proficiency Rating. – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: . EF SET Quick Check. .. 2️⃣ . Coconut VA Profile (Resume). – Before submitting your application, please create your Coconut VA profile using this template: . Coconut VA Profile Template. . ⚠️⚠️⚠️ . YOUR RESUME MUST FOLLOW THIS FORMAT.. . Uploading a resume in a different format will result in delays, as you will be required to resubmit it using the correct template. ⚠️⚠️⚠️. 3️⃣ . 1-Minute Introduction Video. – Record a short introduction video (preferably using . Loom. ) and provide the link in your application. Before you do, check out these . video tips. and . sample videos. . . Important:. By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.. Application Tips – Set Yourself Up for Success!. 🔹 . Skip the Autofill Function!. Manually enter your answers in the application form. There’s little to import from your resume, and your resume will be screened separately.. 🔹 . For your Address: . We only need your . City/Municipality, Province, and Region. —no need for full details yet!. 🔹 . Applying for a Specific Job?. Be sure to include the job code in your application.. 🔹 . Referred by Someone?. Let us know who sent you our way! Whether it’s a current Coconut VA, an influencer, or a Facebook group community leader, be sure to include their name. We offer referral bonuses for both you and your referrer (. terms and conditions apply. ).. 🔹 . Reapplying?. Your most recent submission will replace any previous ones. No need to submit multiple times—we’ll automatically consider you for any relevant openings, even if you applied for just one! If you need to update your resume or intro video, feel free to submit a new application.. 🔹 . Stay in the loop!. Join our . Hiring Hub. or . Coconut Facebook Page. for updates on open positions and job fairs.. ⚠️ Take a moment to review everything before hitting submit. Following these steps carefully will help avoid any delays or disqualification.. Experience Needed. :. - Lead management and CRM operations: Review and cross check information on Hubspot for submitted leads (10 to 30 per week). - Update deal status based on scheduled meetings and demos. - Generate reports highlighting missing information or questions. - Participate in bi weekly lead review status meetings. - Communicate with sales representatives via email to confirm lead acceptance/rejection. - Follow established templates and documented workflows. - Expense Management: Monitor . [email protected].  email account. - Save and organize receipts in expense tracking system. - Maintain expense log using Google Sheets. - Cross reference expenses against bank records for validation. - Notify management of missing documentation or discrepancies. - Document Management & Processing: Utilize PandaDoc with established templates for document distribution. - Send NDAs and agreements to internal and external users. - Track and update contractor rosters with confirmed paperwork status. - Monitor document completion timelines and notify management of delays. Good to have:. - HubSpot specific experience. - Familiarity with PandaDoc. - Experience with sales support or lead management processes. - Ability to adapt quickly to established systems and workflows. - Previous experience generating reports or managing documentation. - Experience working from detailed workflow documentation and established templates. Non-negotiable Requirements. :. - Prior experience with CRM software (HubSpot preferred but not required). - Proficiency in Google Workspace (Gmail, Drive, Sheets). - Strong written English skills and professional email communication. - Critical thinking abilities to suggest solutions and identify issues. - Ability to manage multiple tasks and meet deadlines. - Capability to work autonomously with minimal supervision. - Proficiency in spreadsheet data entry, tracking, and basic formulas. - Ability to accommodate EST meeting hours (9:00 to 11:30 AM EST). - Flexible schedule with work completed within requested timelines (typically same day or within one week). - Comfortable attending three scheduled Zoom meetings per week with EST-based manager. - Stable remote work environment. Industry/Tools Experience. : . - HubSpot, Google Workspace, Gmail, Google Drive, Google Sheets, PandaDoc. Company Location: Philippines.