We are looking for a dynamic Virtual Project Manager who can manage projects end-to-end, drive client engagement, and support business growth through sales calls. The ideal candidate is a goal-oriented self-starter, organized, and comfortable using technology, including AI tools, to streamline processes. Prior experience with AI is preferred but not required.
Requirements
Key Responsibilities:
- Manage multiple client projects from planning through execution, ensuring timelines and deliverables are met
- Conduct sales calls to prospective clients, identify opportunities, and support the sales pipeline
- Serve as the main point of contact for clients, addressing questions, concerns, and project updates professionally
- Utilize AI tools and automation platforms to improve workflows, reporting, and efficiency
- Track project metrics, prepare progress reports, and provide actionable insights to stakeholders
- Coordinate with internal and external teams to ensure seamless project execution
- Develop and implement processes for client onboarding, project tracking, and follow-ups
- Identify and troubleshoot bottlenecks, recommending AI-driven or other technology-based solutions
- Assist in creating proposals, presentations, and client-facing materials
- Maintain CRM systems and update client records regularly
- Mentor or guide team members when projects involve multiple contributors
Qualifications & Skills:
- Proven experience in project management with a focus on client delivery and sales
- Comfortable leading sales conversations and building client relationships
- Experience with project management tools (Asana, Trello, ClickUp, Monday.com, etc.)
- Familiarity with AI tools, automation, and virtual workflows (preferred)
- Strong organizational and time-management skills
- Excellent verbal and written communication skills
- Self-motivated and able to work independently in a remote setting
- Experience with CRM systems is a plus
Personality & Traits
- Results-driven, goal-oriented, and proactive
- Confident in handling clients and leading project discussions
- Tech-savvy and adaptable to new tools and AI solutions
- Detail-oriented, reliable, and solution-focused
Top Skills
What We Do
At Virtual Assist, we help business owners, financial advisors, and enterprises scale efficiently by providing highly skilled, cost-effective virtual assistants from the Philippines starting as low as $5 per hour. Our mission is simple: save you time and money by matching you with top-tier remote talent, allowing you to focus on high-value, revenue-generating activities. Why Choose Virtual Assist? ✅ Affordable & Scalable – Cut overhead costs without sacrificing quality. ✅ Pre-Vetted Talent – Hire experienced VAs skilled in admin tasks, CRM management, marketing, customer support, and more. ✅ Seamless Integration – Our VAs work within your existing systems, from HubSpot and Salesforce to QuickBooks and beyond. ✅ AI + Automation Ready – We help businesses implement AI alongside virtual assistants for maximum efficiency and growth. Who We Serve We specialize in helping: 📌 Financial Advisors & Investment Firms – Free up time for client relationships and compliance. 📌 Small to Mid-Sized Businesses – Scale operations without increasing overhead. 📌 Enterprise-Level Companies – Custom workforce solutions for cost-effective outsourcing. 💡 Looking to streamline your operations and boost productivity? Let’s talk! Connect with us today. https://calendly.com/logan-virtual-assist/30min
