Bilingual Member Outreach, Award Qualification Virtual Assistant

• Conduct proactive outbound outreach to community members by phone, text, and email
• Explain the outreach and award-recognition initiative
• Follow established scripts while maintaining a natural, conversational approach
• Build rapport and encourage members to participate in the qualification process
• Ask qualification questions accurately and consistently
• Guide members through surveys and information gathering
• Complete reference forms and supporting documentation
• Follow up with non-responsive or incomplete members
• Escalate questions or situations outside the established process
• Maintain ownership of assigned members through completion
• Record calls, texts, emails, responses, and follow-up activity in Close.io
• Maintain accurate member records and update qualification statuses promptly
• Use CRM tasks and workflows to manage follow-up
• Maintain an organized pipeline and track unanswered calls and messages
• Prioritize outreach based on deadlines and member status
• Maintain spreadsheets, trackers, and contact information
• Assist with data cleanup and contact management
• Send professional follow-up emails and SMS using approved messaging
• Coordinate scheduling through Google Calendar when needed
• Complete supporting documentation accurately
• Support additional administrative tasks related to the outreach initiative
• Meet established project deadlines and activity expectations

• Bilingual English-Spanish required
• Strong phone communication required
• Strong data-entry and follow-up skills required
• Fluent in both English and Spanish
• Excellent spoken English with a professional phone presence
• Comfortable conducting consistent outbound outreach
• Able to follow a structured process without sounding overly scripted
• Persistent and dependable with follow-up
• Highly organized and accurate with CRM documentation
• Comfortable engaging members across large online communities
• Able to work independently while contributing to a larger team
• Customer service, member support, outreach, or appointment-setting experience strongly preferred
• Outbound calling, SMS, and email outreach experience preferred
• CRM experience preferred
• Close.io experience is a plus; training will be provided
• Online community, membership organization, coaching/education, or real estate experience is a plus but not required
• Close.io – Training Provided
• Google Workspace
• Google Sheets
• Google Calendar
• Email & SMS Platforms
• CRM / Contact Management Systems
• Availability for 40 hours per week, Monday through Friday, generally 9:00 AM–5:00 PM MST
• Native or near native English accent required (Level A-B)

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you