Virtual Assistant Needed – Data Entry & File Organization (Google Drive + CRM)

Posted 4 weeks ago

Worldwide

Summary

We're looking for a detail-oriented virtual assistant to help organize client files for our home help services business. The task: 1. Log into our CRM (Freshsales) — login provided after hire 2. For each active client (150+ total), locate and download: - Time and task sheet - ID document - Completed forms 3. Create a new folder in our Google Drive for each client (named per our naming convention — provided at start) 4. Upload that client's downloaded files into their folder 5. Mark a shared tracking sheet to confirm each client is complete What we're looking for: - Strong attention to detail — no missed or misfiled documents - Comfortable navigating CRM software and Google Drive - Reliable communication and ability to follow a written SOP - Available for ongoing work if this batch goes well (we have other recurring data/file tasks) If you've read this far, start your application with the word 'ORGANIZED' so we know you reviewed the full posting. Process: - We'll start with a paid trial batch of 10 clients to confirm pace and quality - Based on that, we'll set a clear time expectation for the remaining clients - Step-by-step instructions and a sample folder structure provided before you start Confidentiality: This work involves sensitive client information (IDs, personal forms). You'll be asked to sign a simple NDA before receiving access, and access will be limited strictly to what's needed for this task. To apply, please answer: 1. Have you used CRM tools like Freshsales/Go High Level before? 2. How many hours per week can you commit to this? 3. Briefly describe your experience with file organization or data entry tasks.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Entry level
    Experience Level
  • $4.00

    -

    $7.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Google Docs
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Hires:
    1
  • Interviewing:
    6
  • Invites sent:
    8
  • Unanswered invites:
    1
About the client
Member since Jun 17, 2026
  • USA
    Southfield10:44 AM
  • $139 total spent
    1 hire, 1 active
  • 25 hours
  • Finance & Accounting
    Small company (2-9 people)

Explore similar jobs on Upwork

Sales representativesHourly‐ Posted 2 weeks ago
Salesforce CRM
Product Listings
Social Media Marketing
LinkedIn Sales Navigator
Apollo.io
College & University
Image Annotation
Image Classification
Image Analysis
Social Media Management
Video Annotation
CVAT
Course
Landing Page
Email Outreach
Recruiting
Influencer Outreach
Influencer Research
B2B Lead Generation
Facebook
Remote Translation & Data Entry AssistantHourly‐ Posted 3 weeks ago
Data Entry
Microsoft Word
Customer Service
English

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo