Bilingual Member Outreach & Award Qualification Virtual Assistant

About the role

This role supports a large member community through proactive, personalized outreach and award‑qualification activities. You will connect with members by phone, SMS, and email, helping them understand and complete an established recognition process.

Key responsibilities

• Conduct proactive outbound outreach to members through phone calls, text messages, and email.
• Follow established scripts and qualification processes while maintaining a natural, personable approach.
• Build positive relationships with members and encourage participation in the qualification process.
• Ask qualification questions accurately, guide members through surveys, and collect required information.
• Complete reference forms, supporting documentation, and other required records.
• Follow up consistently with members who are unresponsive or have incomplete information.
• Maintain ownership of assigned members throughout the outreach and qualification process.
• Record calls, messages, responses, follow‑ups, and member activity accurately in the CRM.
• Maintain organized member records, qualification statuses, pipelines, tasks, and workflows.
• Manage spreadsheets, trackers, contact information, data cleanup, scheduling, and related administrative tasks.
• Escalate questions or situations that fall outside established procedures and meet agreed activity and project deadlines.

Required profile

• Previous experience in customer service, member support, outreach, or appointment setting.
• Fluency in both English and Spanish.
• Excellent spoken English with a professional, confident phone presence.
• Strong organization, data‑entry, documentation, and follow‑up skills.
• Comfortable working independently while collaborating with a remote team.

Required skills

• Google Workspace
• Google Calendar
• Google Sheets
• Outbound calling
• SMS platforms
• CRM management (Close.io experience a plus)

What we offer

• Fully remote independent contractor opportunity.
• 40 contracted hours per week, Monday through Friday.
• Standard working schedule of 9:00 AM to 5:00 PM MST, subject to mutually agreed scheduling.
• Competitive rates with weekly payments.
• Free training and professional upskilling opportunities.
• Ongoing support and guidance.
• Access to a supportive and vibrant professional community.
• Opportunities to work on various roles and develop additional experience.