Virtual Assistant Needed

Whiteshore Funding is seeking a highly organized and detail-oriented Virtual Assistant to help manage CRM systems, data organization, reporting, and operational tasks. This role is ideal for someone who is extremely proficient in Excel and comfortable working with large datasets, formulas, reporting, and CRM platforms. We are looking for someone who can help build, maintain, and improve CRM functions and workflows while keeping data accurate and organized. Responsibilities: Manage and maintain CRM records and databases Import, export, clean, and organize large data sets Build and maintain spreadsheets, reports, and tracking systems Create and improve CRM workflows, automations, and processes Perform data entry and quality control Generate reports and analyze key metrics Assist with operational and administrative projects Identify inefficiencies and recommend process improvements Support management with special projects and ongoing initiatives Requirements: Advanced Excel skills (required) Strong knowledge of formulas, lookups, pivot tables, filtering, and data management Experience working with CRM systems Exceptional attention to detail Strong organizational and problem-solving skills Ability to work independently and meet deadlines Excellent communication skills Previous experience in data management, operations, or CRM administration preferred To Apply: Please include: A brief summary of your CRM experience Examples of advanced Excel functions you regularly use CRM platforms you have worked with Your hourly rate and availability We are looking for someone who is highly reliable, extremely organized, and capable of helping us build and maintain efficient CRM processes as we continue to grow.