JobNimbus CRM Virtual Assistant

I run a growing roofing company and need someone who can keep our JobNimbus workspace—and the rest of our back office—running smoothly.

Inside JobNimbus you will:
• Enter new leads and keep contact records fully updated
• Schedule and reassign tasks so nothing slips through the cracks
• Monitor follow-ups and flag anything overdue before the end of each day

Beyond the CRM, I also rely on you for:
• Preparing and sending invoices, then logging payments
• Tracking each project’s status from contract to final inspection
• Handling customer communication—answering emails promptly and making clear, friendly phone calls when a quick conversation works better than another message

Fluent spoken and written English is essential because you will often be the first point of contact a homeowner has with us. If you already know JobNimbus that’s a plus, but any solid CRM experience combined with strong attention to detail and the ability to learn fast will set you up for success.

I measure success by three simple metrics: up-to-date records in JobNimbus at close of business, invoices sent within agreed timeframes, and customer messages returned the same business day. If you can meet those marks consistently, we’ll work together long-term.