CPT-11518 Customer Scheduling & Program Support Virtual Assistant at 20four7VA
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CPT-11518 Customer Scheduling & Program Support Virtual Assistant
Worldwide
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Administrative/Business Support
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CPT-11518 Customer Scheduling & Program Support Virtual Assistant
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Title: CPT-11518 Customer Scheduling & Program Support Virtual Assistant
Independent Contractor – CPT-11518 Customer Scheduling & Program Support Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote).
Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
A New York-based energy-efficiency installation company is seeking a full-time Business Support VA to manage customer calls, appointment scheduling, follow-up, CRM updates, and recurring administrative coordination for projects completed through New York State's EmPower+ program.
Customers are referred to the company after being approved for the state-funded program. The VA will help guide each customer through the scheduling and communication portions of the process, from the initial energy audit through project scheduling and required follow-up.
The client already has a structured Zoho CRM workflow with automated tasks and reminders in place.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
Customer Calls & Scheduling
Call newly assigned customers to schedule initial energy audits
Provide a basic explanation of the EmPower+ process using client-provided information
Schedule approximately 2–3 visits per day based on technician availability
Schedule appointments with awareness of travel distance and geography throughout downstate New York
Confirm appointments and conduct reminder calls
Reschedule visits when needed
Escalate technical customer questions to the appropriate team member
Screen and evaluate newly assigned customers against the client's established acceptance criteria before accepting them into the CRM and beginning the scheduling process
Handle customer skepticism or concerns about the EmPower+ program by providing approved program information and directing customers to appropriate supporting resources when needed
Provide customers with basic explanations of the types of work covered by the program, including insulation, air sealing, and other approved improvements, while directing questions requiring more detailed technical expertise to the appropriate technician
Identify customer behavior or other red flags that may indicate a customer should not be served, document the concern in the customer record, and escalate or follow the client's established process for such cases
Reallocate appointments efficiently when a customer cancels and…