Long-Term Virtual Assistant — Salesforce Data Entry, Lead Research, Social Media & Bookkeeping

Salesforce data entry & quoting — Enter customer information and build quotes in Salesforce from details we provide. This is structured data entry; accuracy matters far more than speed. Lead research & list building — Research prospective residential and commercial clients (property managers, HOAs, restaurants, retail, hotels), verify contact details, and build clean, organized prospect lists. Customer outreach — Send follow-up emails and outreach sequences to prospects and past clients using our templates and messaging. Calendar management & appointment setting — Book consultations and site visits, manage our calendar, confirm appointments, and handle reschedules. Social media management — Schedule and publish content across Instagram and Facebook, write captions, organize and edit our crew's before/after job photos, and respond to comments and DMs. Monthly bookkeeping — Categorize transactions, reconcile accounts, chase down missing receipts, and prepare monthly reports in QuickBooks Online. Additional responsibilities we'd like help with: CRM hygiene — deduping records, tagging clients by service type and season, maintaining accurate property notes Seasonal changeover campaigns — confirming rebookings each season and following up with clients who haven't renewed Inbound triage — sorting email, texts, and voicemail; answering routine questions; escalating what needs us Review generation — post-install review requests and responding to Google reviews Photo library management — organizing crew-submitted job photos by property Weekly KPI reporting — new clients, retention rate, revenue by season, installed footage Vendor and purchase order tracking with our plant suppliers Commercial account admin — proposals, certificate of insurance requests, W-9s, property manager follow-ups Possible down the road (not required now): Invoicing and billing Payroll preparation What We're Looking For Required: 2+ years as a VA, executive assistant, or in operations support Hands-on Salesforce experience (data entry, records, quotes) — please tell us specifically what you've done in Salesforce QuickBooks Online experience and a working understanding of bookkeeping fundamentals Excellent written English — you'll be emailing our customers directly Comfortable managing social media for a business, not just personally Google Workspace proficiency (Sheets, Docs, Gmail, Calendar) Reliable high-speed internet, a quiet workspace, and a backup power/internet plan Minimum [4] hours per day overlapping US Eastern business hours Nice to have: Experience with a home service, landscaping, or seasonal business Canva or basic photo editing skills Familiarity with Later, Buffer, or similar scheduling tools Experience with email outreach tools and lead databases Who thrives here: You catch your own mistakes. You ask a clarifying question instead of guessing. You send us a short end-of-day summary without being asked. You'd rather flag a problem early than hide it. You're organized enough that our systems get cleaner the longer you work in them. Details Hours: 30–40 hours per week Rate: $2-10 per hour, depending on experience — tell us your rate Schedule: Flexible, with [4] hours of daily overlap with US Eastern time Start: Immediately Trial: We start with a paid 2-week trial on a narrow scope, then move to a long-term arrangement if it's a fit for both of us. How to Apply Please skip the generic cover letter — we read every application and we can tell. Include the following: Start your reply with the word "WINDOWBOX" so we know you read this all the way through. A short description of your Salesforce experience — what you actually did in it, and for what kind of business. Your bookkeeping experience and which accounting software you've used. One or two examples of social media accounts you've managed (links appreciated). Your available hours in US Eastern time and your hourly rate. Answer this: You've been given a list of 40 customers to enter into Salesforce. Partway through, you notice 6 of them are already in the system with slightly different addresses. What do you do?