Bilingual Member Outreach & Award Qualification Virtual Assistant

Accountabilities: • 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. • Follow up consistently with members who are unresponsive or have incomplete information. • Maintain ownership of assigned members throughout the outreach and qualification process. • 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.

Requirements:

• Previous experience in customer service, member support, outreach, appointment setting, or a similar role is strongly preferred. • Fluency in both English and Spanish is required. • Excellent spoken English and a professional, confident phone presence. • Experience with outbound calling, SMS, and email outreach is preferred. • Strong organization, data-entry, documentation, and follow-up skills. • Comfortable working with CRM and contact-management systems; Close.io experience is a plus, with training provided. • Proficiency with Google Workspace, Google Sheets, Google Calendar, email, and SMS platforms. • Able to follow structured processes without sounding overly scripted. • Warm, personable, persistent, dependable, and customer-focused. • Comfortable working independently while collaborating with a larger remote team. • Experience with online communities, membership organizations, coaching or education, or real estate is an advantage but not required. • Able to manage a high volume of member interactions while maintaining accuracy and professionalism.

Benefits:

• Fully remote independent contractor opportunity. • 40 contracted hours per week, Monday through Friday. • Standard working schedule of 9:00 AM to 5:00 PM MST, subject to mutually agreed scheduling requirements. • Competitive rates. • Weekly payments. • Free training and professional upskilling opportunities. • Ongoing support and guidance. • Access to a supportive and vibrant professional community. • Opportunities to work on various available roles and develop additional experience.