Bilingual Member Outreach & Award Qualification Virtual Assistant

Accountabilities:: Conduct proactive outbound outreach to members through phone calls, text messages, and email. Clearly explain the purpose of the outreach and the award-recognition initiative. Follow established scripts and qualification processes while maintaining a natural, personable, and conversational 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. Requirements: Previous experience in customer service, member support, outreach, appointment setting, or a similar role is strongly preferred. Fluency in both English and Spanish is required. Excellent spoken English and a professional, confident phone presence. Experience with outbound calling, SMS, and email outreach is preferred. Strong organization, data-entry, documentation, and follow-up skills. Comfortable working with CRM and contact-management systems; Close.io experience is a plus, with training provided. Proficiency with Google Workspace, Google Sheets, Google Calendar, email, and SMS platforms. Able to follow structured processes without sounding overly scripted. Warm, personable, persistent, dependable, and customer-focused. Comfortable working independently while collaborating with a larger remote team. Experience with online communities, membership organizations, coaching or education, or real estate is an advantage but not required. Able to manage a high volume of member interactions while maintaining accuracy and professionalism. Benefits: 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 requirements. Competitive rates. 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 available roles and develop additional experience.