Customer Scheduling & Program Support Virtual Assistant

CPT-11518 Customer Scheduling & Program Support Virtual Assistant Independent Contractor – CPT-11518 Customer Scheduling & Program Support Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote).20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. A New York-based energy-efficiency installation company is seeking a full-time Business Support VA to manage customer calls, appointment scheduling, follow-up, CRM updates, and recurring administrative coordination for projects completed through New York State's EmPower+ program. Customers are referred to the company after being approved for the state-funded program. The VA will help guide each customer through the scheduling and communication portions of the process, from the initial energy audit through project scheduling and required follow-up. The client already has a structured Zoho CRM workflow with automated tasks and reminders in place. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Contractors will be required to provide services that align with the following client tasks: Customer Calls & Scheduling Call newly assigned customers to schedule initial energy audits Provide a basic explanation of the EmPower+ process using client-provided information Schedule approximately 2–3 visits per day based on technician availability Schedule appointments with awareness of travel distance and geography throughout downstate New York Confirm appointments and conduct reminder calls Reschedule visits when needed Escalate technical customer questions to the appropriate team member Customer Follow-UpFollow up with customers regarding unsigned contracts and required documents Assist customers with basic questions regarding electronic signatures Send approved SMS messages and follow-up communications Remind customers of upcoming visits and basic preparation requirements Maintain professional, patient, and firm communication when necessary Track outstanding customer actions until completedCRM & Administrative Support Work from automatically generated tasks in Zoho CRMLog notes and update customer information Create follow-up tasks when required Maintain accurate appointment and project records Review records for missing information Keep assigned customer tasks moving consistently throughout the workday Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. The Contractor must demonstrate proficiency in the following, depending on the Client's requirements: Previous customer service, scheduling, call center, account support, or administrative experience requiredStrong phone communication requiredCRM experience required Appointment scheduling and follow-up experience strongly preferred Strong data-entry and documentation skills Experience working with U.S.-based consumers strongly preferred Construction, energy-efficiency, home services, or government-program experience is a plus but not requiredStrong geographical awareness of New York City and ability to plan appointments efficiently

Number of VAs: 1Gender Preference: None Languages Spoken/Preference: English Accent Preference: Level A-B (Native or Near-Native English Accent Required) Region Preferences: AnyWhat We Offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!