Customer Success & Sales Operations Administrative Virtual Assistant

Independent Contractor – CPT-11674 Customer Success & Sales Operations Administrative Virtual Assistant/Business Support VA/Junior-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 growing U.S.

-based healthcare technology company specializing in AI-powered clinical documentation and compliance solutions for skilled nursing facilities is seeking a full-time Business Support VA to assist its Customer Success and Sales Operations teams.

The position will focus on scheduling, preparing reports, maintaining accurate records, coordinating internal follow-ups, and completing recurring administrative tasks.

The ideal candidate will bring strong administrative experience, excellent written communication, spreadsheet proficiency, and the ability to manage detailed work independently. Healthcare or skilled nursing experience is highly valuable but not required.

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 Success Administration

• Schedule customer launch and training sessions, including Launch Fuel meetings
• Maintain team calendars and coordinate internal meeting schedules
• Pull, review, and prepare Wednesday and Friday customer utilization reports
• Validate information and maintain accurate customer success records and CSU notes
• Prepare customer follow-up email drafts using meeting notes and established guidance
• Track outstanding customer-related action items and coordinate internal follow-ups through Slack

Sales Operations & CRM Support

• Maintain accurate sales and customer information in Hub Spot
• Update CRM records, activities, and supporting information
• Organize and maintain contract files
• Ensure contract information and related records remain current in Hub Spot
• Assist with routine sales-administrative follow-ups and documentation

General Administrative & Operational Support

• Organize files, spreadsheets, reports, and shared business documents
• Assist with detailed administrative projects assigned by management
• Coordinate routine company mail forwarding and related logistics
• Help maintain administrative processes and recurring task lists
• Flag missing information, overdue items, or inconsistencies requiring attention
• Provide updates on completed tasks and outstanding priorities

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:

• 2+ years of administrative, operations, or executive support experience required
• AI-Forward Mindset:
  Leverages AI tools to maximize efficiency, productivity, and overall output.
• Strong Google Sheets and/or Microsoft Excel experience required
• Excellent written English and professional communication required
• CRM experience required;
  Hub Spot strongly preferred
• Experience preparing reports and validating data required
• Slack or similar team collaboration experience preferred
• Healthcare administration or healthcare technology experience strongly preferred
• Skilled nursing facility or long-term care experience preferred
• Customer Success or Sales…