Connectly

Virtual Administrative Assistant- Part time (US Wealth Management, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Professional ServicesIndustries

Requirements

Candidates should possess at least 3 years of experience in an administrative, virtual assistant, or office manager role, along with proficiency in cloud-based tools such as Google Workspace and Microsoft Office. Basic bookkeeping experience and excellent written and verbal communication skills are also required. Familiarity with CRMs like JobNimbus, Housecall Pro, or Xactimate is a desirable asset, and experience in the restoration, construction, or home services industry is a plus.

Responsibilities

The Virtual Administrative Assistant will serve as the first point of contact for incoming communications, schedule appointments and job site visits, manage digital filing systems and organize job documentation, and enter data into spreadsheets and project tracking systems. They will also assist with generating invoices, following up on payments, and performing basic bookkeeping tasks, as well as supporting internal communication and assisting in preparing estimates, job reports, and customer communications. Furthermore, the role involves ordering supplies, tracking equipment, and potentially assisting with implementing and utilizing a CRM system.

Skills

Google Workspace
Microsoft Office
Task/Project Management Software
CRM (JobNimbus, Housecall Pro, Xactimate)
Basic Bookkeeping
Excellent Communication
Digital Filing
Data Entry (Excel, Google Sheets)
Customer Service
Scheduling
Documentation
Invoice Management

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

Key Metrics

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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