Job Overview

Our client is looking for a Customer Relations & Retention Virtual Assistant to manage ongoing client communication, strengthen relationships, and identify opportunities to retain and grow accounts. This role is focused on client satisfaction, proactive check-ins, and identifying upsell opportunities—not just support.

Schedule

• Monday - Friday, flexible during client business hours, CT (20 work hours per week)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Responsibilities

• Conduct regular client check-ins (email, phone, or Zoom)
• Build relationships with clients and act as a point of contact
• Ask clients about business updates (new services, hiring, expansion, etc.)
• Current performance and satisfaction
• Identify opportunities to improve results
• Add additional services (SEO, ads, social media, etc.)
• Track client feedback and communicate it internally to the team
• Monitor client engagement and flag any at-risk accounts
• Ensure clients feel supported, informed, and valued
• Assist with onboarding new clients (welcome emails, initial check-ins)
• Maintain accurate notes and updates in CRM (HubSpot or similar)

Requirements

• Experience in customer service, account management, or client success
• Strong communication skills (written and verbal)
• Ability to build rapport and maintain professional relationships
• Organized and detail-oriented
• Comfortable handling multiple clients at once
• Experience with CRM systems GoHighLevel
• Ability to identify problems and communicate solutions clearly

Qualifications

• Experience working with marketing agencies or digital marketing services
• Experience in upselling or account growth
• Familiarity with SEO, paid ads, or social media marketing
• Experience with Zoom calls and client-facing meetings

Success Metrics

• Client retention rate
• Client satisfaction and responsiveness
• Number of successful upsells or service expansions
• Reduction in client churn

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.