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.