Personal Assistant - Research, CRM & Takeoffs

Role Overview

This mid-level personal assistant role involves daily research, data collection, and CRM updates to build and maintain a high-quality database of professionals like interior designers and architects. The hire will work independently, handling tasks such as email coordination, spreadsheet management, and construction takeoffs, ensuring organized records and effective outreach. Their impact includes supporting client operations through precise data management and follow-ups, contributing to streamlined professional networking and project support.

Perks & Benefits

This is a fully remote position with worldwide location flexibility, allowing work from anywhere without relocation. While time zone expectations are not specified, typical remote roles may require some overlap with client hours, likely in the Philippines or globally. The job offers independent work with detailed guidance, fostering skills in research, CRM tools, and construction-related tasks, with potential for career growth in administrative and niche technical areas.

Full Job Description

Headquarters: Philippines URL: http://remoteva.ph

Description= Position OverviewWe are looking for a highly organized and detail-oriented Personal Assistant to support our client with research, data collection, CRM updates, and email coordination. This role focuses on building and maintaining a high-quality database of professionals while ensuring all records, follow-ups, and communications are well organized and up to date.The ideal candidate is proactive, precise, and comfortable handling research, spreadsheets, email follow-ups, and construction-related tasks such as takeoffs (mandatory).= Key Responsibilities Conduct detailed research based on specific towns/locations provided by the client Identify and research high-end professional workers, including: Interior Designers Architects Other relevant industry professionals Build, update, and maintain a database/list using Excel or CRM tools Accurately input and manage client and prospect information in spreadsheets Send initial outreach emails to potential contacts Perform email follow-ups and track responses Ensure the spreadsheet and CRM remain organized, accurate, and fully updated Maintain full control and consistency of data records Perform construction takeoffs (this is a required skill) Support additional research and administrative tasks as neededRequirementsProven experience in research, data entry, and CRM or Excel management Strong organizational and attention-to-detail skills Experience sending and following up on professional emails Ability to manage and maintain structured databases Experience in doing takeoffs (MUST-HAVE) Ability to work independently and follow detailed instructions Strong written communication skills Familiarity with high-end or professional service industries is a plus

To apply: https://weworkremotely.com/remote-jobs/remote-va-personal-assistant-research-crm-takeoffs

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