Bilingual Member Outreach & Award Qualification Virtual Assistant
Core
Conduct proactive outbound outreach to members via phone, SMS, and email to guide them through an award-recognition qualification process.
Role type
Bilingual Member Outreach & Award Qualification Virtual Assistant
Builds
Member engagement and award qualification pipelines
Domain
Member services / Community management
Deliverable
client delivery
Required skills
Outbound calling, SMS and email outreach, CRM management, data entry, documentation, follow-up, Google Workspace proficiency
Preferred skills
Close.io experience, experience in customer service or appointment setting, experience with membership organizations or coaching
Technologies
Close.io, Google Workspace, Google Sheets, Google Calendar, CRM systems
Responsibilities
Conduct proactive outbound outreach to members through phone calls, text messages, and email; Clearly explain the purpose of the outreach and the award-recognition initiative; Follow established scripts and qualification processes while maintaining a natural, personable, and conversational approach; Build positive relationships with members and encourage participation in the qualification process; Ask qualification questions accurately, guide members through surveys, and collect required information; Complete reference forms, supporting documentation, and other required records; Record calls, messages, responses, follow-ups, and member activity accurately in the CRM; Maintain organized member records, qualification statuses, pipelines, tasks, and workflows; Manage spreadsheets, trackers, contact information, data cleanup, scheduling, and related administrative tasks; Escalate questions or situations that fall outside established procedures and meet agreed activity and project deadlines.