As a Premium Client Care & Triage Virtual Assistant, you’ll be the first human connection in the client journey, bridging digital engagement with personalized attention. You’ll represent a premium global brand by nurturing high-caliber prospects, conducting discovery calls, and guiding them toward the right next steps in their business transformation. This role requires emotional intelligence, strategic communication, and a refined understanding of client service at a luxury level.
Why Assistantly?
- We recruit the top 1% of virtual professionals worldwide: skilled, driven, and passionate.
- You’ll work with industry-leading brands that value strategic thinking and initiative.
- We focus on long-term career partnerships, not short-term projects.
- You’ll have a Talent Success Manager dedicated to your growth and client alignment.
- We reward ownership, initiative, and proactive problem-solving.
- Our community offers ongoing training, support, and upskilling in leadership, AI, and client success.
- We live by: Stay humble. Be grateful. Work hard.
Responsibilities:
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Engage new prospects within 24–48 hours of entry via phone or video call.
- Conduct strategic discovery conversations to assess needs, goals, and readiness.
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Qualify prospects based on business stage, investment capacity, and overall fit.
- Deliver a high-end client experience through polished, professional communication.
- Coordinate seamless handoffs to sales or strategy teams.
- Maintain detailed CRM documentation after each interaction.
- Send personalized follow-up messages and schedule next-step calls.
- Continuously improve client engagement and triage processes for efficiency.
Requirements
- 3+ years of experience in client success, triage, or premium customer service.
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Exceptional verbal and written English clear, confident, and refined.
- Strong business acumen with understanding of client readiness and transformation journeys.
- Proven ability to build rapport and trust with executive-level or high-value clients.
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CRM proficiency and meticulous attention to detail.
- Excellent time management and ability to handle multiple client interactions daily.
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Tech-savvy, adaptable, and quick to learn new systems and workflows.
- Proactive mindset and commitment to delivering an exceptional client experience.
Benefits
- Paid Holidays and PTO
- Profit-sharing and performance bonuses
- Unlimited earning potential for additional clients
- Monthly raffles and community recognition programs
- Dedicated Talent Success Manager for ongoing support
- Continuous training in AI, operations, and leadership
- Work with premium global clients from the comfort of your home
