R212 - CRM Admin Virtual Assistant - Hey Lieu

Hyre is a fast-growing virtual assistant service company dedicated to providing exceptional support to our clients. We value innovation, efficiency, and a commitment to excellence. Join us and be part of a dynamic team that empowers businesses to thrive.

About the Client

Our client is a rapidly growing plumbing company in the United States focused on same-day residential and light commercial service. With increased call volume, field activity, and internal process needs, they are seeking a hybrid technical/administrative assistant who can support both the office and operations teams.

Role Overview

This is a specialized hybrid role combining Virtual Assistant responsibilities with ServiceTitan technical support . You will manage communication, coordinate workflows, assist with quoting and customer interactions, and help automate and streamline processes inside ServiceTitan.

The ideal candidate is tech-savvy, organized, proactive, and capable of handling both customer-facing and backend operational tasks.

This is a long-term position with potential to evolve into a higher-level remote EA/operations leadership role.

Key Responsibilities

Customer & Office Communication

• Manage email correspondence on behalf of the business (insurance communication, customer inquiries, follow-ups).
• Assist with inbound and outbound communication such as follow-up calls, quote follow-ups, scheduling updates, and documentation requests.
• Coordinate conversations with customers regarding job updates, timelines, and next steps.
• Support conversations with business partners and vendors as needed.

Operational Support

• Move quotes and leads through the pipeline and ensure timely follow-up.
• Assist with processing customer documents and insurance-related paperwork.
• Coordinate with the field team on job details, updates, and documentation requirements.
• Help organize business processes and streamline communication across the team.

ServiceTitan Support (Primary Technical Scope)

• Utilize strong ServiceTitan knowledge to execute system tasks or learn ServiceTitan quickly using built-in learning modules.
• Create notifications, automation triggers, and internal workflows (e.g., updating job statuses, creating reminders, sending automated communication).
• Assist in developing streamlined processes, both inside and outside of ServiceTitan.
• Support dispatching tasks such as job updates, tagging, technician notes, and follow-through.
• Troubleshoot basic system issues and help maintain accurate data within the CRM.

Internal Coordination

• Trigger tasks internally (e.g., assigning a Slack task for permits or job documentation).
• Prepare daily/weekly operational summarie