Social Media, CRM & Executive Support
He is seeking a highly organized and proactive Virtual Assistant to support operations, streamline workflows, and help scale his content and outreach—particularly on LinkedIn.
This role will start at 10 hours per week (part-time, ongoing) with potential to expand based on performance and business needs.
Key Responsibilities
- CRM Management (HubSpot)
- Clean, organize, and maintain HubSpot database
- Identify and refine ideal target audience
- Remove irrelevant/unqualified contacts
- Research and add qualified leads into CRM
- Ensure CRM is consistently updated and structured
- Social Media Support (LinkedIn-Focused)
- Create content based on existing strategy (guided by client direction)
- Assist in evolving content style and messaging
- Design and format posts (text + light visuals if needed)
- Schedule and publish content
- Monitor engagement and suggest improvements
- Content Creation & Execution
- Turn ideas, notes, or drafts into polished posts
- Maintain consistency in tone aligned with leadership/speaking brand
- Support long-term content pipeline development
- Lead Generation & Research
- Research potential speaking opportunities, clients, and partnerships
- Identify ideal prospects aligned with leadership, security, and risk industries
- Prepare lead lists for outreach
- (Optional) Assist with initial outreach depending on workflow
- Executive & Administrative Support
- Email/Inbox management – flag key things that client needs to be aware of and respond to
- Calendar and task management
- Track deadlines, priorities, and “to-do” lists
- Provide daily/weekly task reminders and planning support
- Assist in drafting:
- Proposals
- Work orders
- Business documents (using templates)
- Light Website Support (Low Priority)
- Assist with minor updates if needed
- Email/Inbox management – flag key things that client needs to be aware of and respond to
Tools & Platforms
- HubSpot (CRM)
- LinkedIn (primary platform)
- Instagram & Facebook (secondary)
- Microsoft Office / Microsoft Teams
- Email communication
- Optional: Slack, Zoom, Google Meet
Required Skills & Qualifications
- Proven experience as a:
- Virtual Assistant
- Executive Assistant OR
- Social Media / Digital Marketing Assistant
- Strong organizational and time management skills
- Excellent written English (tone, clarity, professionalism)
- Strong communication skills
- Ability to manage multiple priorities independently
- Detail-oriented with strong follow-through
- Tech-savvy and quick to learn tools
Preferred Experience
- Experience supporting:
- Consultants
- Authors
- Keynote speakers
- Background in:
- Leadership, security, risk, or professional services industries
- Experience with:
- Social media strategy execution
- Lead generation and CRM management
Ideal Candidate Traits
- Highly organized and structured
- Proactive and self-managing
- Creative (especially in content support)
- Reliable and consistent
- Able to handle confidential information with discretion
Working Setup
- Part-time: 10 hours/week (ongoing)
- Flexible schedule
- Preferred: Some overlap with client’s timezone
- Communication via email + Teams (primary)
Important Notes from Client
- Immediate need due to upcoming family commitments (until mid-August)
- Strong need for task management & accountability support
- Content strategy exists but execution is lacking → VA will play a key role here
- CRM cleanup and audience targeting is a high priority
- Open to evolving the role based on effectiveness.