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Virtual Assistant/Community Builder
Overview
Job description
Do you enjoy engaging with people? Do you have a passion for discussing wine? We are a unique small accounting firm specializing exclusively in working with small wineries. Additionally, we have fostered a community for individuals in the wine industry.
The Customer Support team member primarily interacts with new leads for our membership services, online courses, accounting services, and Club members. We care deeply about our clients and seek a community builder to support them and help expand our remote business. Our organization is 100% remote.
Responsibilities:
- Monitoring Inbox and responding to email
- Handling daily, weekly, and monthly admin tasks
- Assisting owner with travel details
- Providing support to new and existing members and clients
- Meeting with new clients in “Discovery” Zoom session
Additional Responsibilities Based on Acquired Skills
- Onboarding new clients and Club members
- Outreach to winery marketing teams
- Drafting SOPs (note: these accompany our courses, and we have a format)
- Assisting with marketing copy for newsletters, blog posts, and email programs
- Assisting with editing videos for the courses and YouTube
QUALIFICATIONS
- Exceptional listening and communication skills
- The ability to build relationships with clients
- Excellent problem-solving skills
- Excellent organizational skills
- The ability to prioritize tasks and prioritize deadlines
- The ability to follow up on tasks
- The ability to work independently
- Excellent phone and email etiquette
Experience:
- Customer service experience
- Experience working remotely
- Experience in the wine industry is a plus
- Experience managing social media a plus
Hours & Pay:
- The position is 100% remote
- The position will be between 10-15 hours per week.
- Work hours are somewhat flexible, but the inbox must be checked twice daily during business hours M-F, Pacific time (the owner lives in Hawaii but works in the Pacific time zone; most clients are in California, with others located throughout the US.
- Pay: $27-32/hour as an Independent Contractor
Programs and Software:
- G-suite: Gmail, Drive, Google.doc, Google Sheets
- Microsoft Office Suite: Word, Excel, PowerPoint
- Teamwork Project Management
- Hubspot (basic level for the CRM)
- ConvertKit (email campaigns)
- Searchie (program that hosts the Zoom recordings and library of videos)
- Slack
- Acuity Scheduling (calendar for clients to book appts)
- Zoom
- Loom
We utilize other programs, although they are not part of our daily routine.
- Squarespace (marketing and the blog)
- Rainmaker (platform that hosts the courses)
- Zapier
- Stripe
- Camtasia
- Phone.com
- HelloSign
- Process.st (format SOPs)
- Canva
- Dropbox
- YouTube
When Applying for this position, Please Tell us about a time you took the initiative to improve a process or project without being asked.
About
At QB Winery Solutions, we develop online courses that will allow you to overcome the financial complexities of running a winery so that you can get back to what you love: making great wine.
QB Winery Solutions was created by Jeanette Tan. This is her journey from small business owner and reluctant bookkeeper to QuickBooks expert and small winery advocate.
Winery owners and managers need to know how to organize their QuickBooks, calculate True Cost, read their financials, and be strategic about their business. The industry’s seasonality also needs to be accounted for, which is why we give our Silver Club members support around the year.