Virtual Assistant - Operations Expert
Who we are: Stable. Supportive. Success-driven. eFlexervices is a premier BPO company with a 24-year track record of excellence. We don't just fill seats; we invest in human potential. We are dedicated to finding the perfect fit for your skills and helping you optimize your career performance. If you're looking for a company that values exceptional quality and operates on a foundation of trust, you belong at eFlex. What we are looking for: Are you ready to take your expertise to the next level? At eFlexervices, we're not just hiring Virtual Assistant– we're empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.
Summary
We are seeking a Virtual Assistant "Builder" to help bring structure to our internal systems. Working directly with our client in a lean setup, you will manage a mix of administrative coordination and financial operations. This role is designed for a disciplined executor who demonstrates strong ownership and adaptability. What you’ll be doing: Financial & Payment Operations: Process DTConnect invoices and ad hoc payments through Rho. Conduct weekly checks and approvals of reimbursements in Rho after manager approval. Revenue Support: Perform a daily check on failed payments, retrying payments as needed, and alerting the team. Manually check Metronome usage for all customers twice a week. Customer Lifecycle: Update HubSpot for churns, trial losses, or closed-lost deals; verify Stripe/Metronome cancellations and create Jira offboarding tickets. Internal Operations: Track security questionnaires shared with Rhymetec, follow up on their status, and update the internal tracker. Update the company handbook in Rippling as changes occur. Team Support: Manage Rho requests (card limits, new cards, receipts) and issue customer cards every quarter. Help with reservations, bookings, and other ad hoc office requests. Documentation: Update documentation in Notion and create SOPs for internal tasks to improve efficiency. Qualifications and Requirements: Experience: Minimum of 2+ years of experience as a Virtual Assistant or Operations Specialist. Operational Mindset: Proven ability to operate with minimal structure and a hands-on approach to building workflows. Technical Familiarity: Comfortable using Rho, Jira, Rippling, Notion, and DocuSign. AI & Automation: Required experience with AI productivity tools (ChatGPT/Gemini). Ability to use AI/Claude for drafting research and streamlining workflows. Accountability: High level of trust and discretion is required, particularly for handling financial transactions and sensitive documents. Execution Focus: A track record of maintaining consistency in daily output and managing repetitive tasks with discipline. Operational Mindset: Proven ability to operate with minimal structure and a hands-on approach to building workflows. Communication: Exceptional written and verbal English skills for professional B2B outreach and documentation. Benefits and Perks: At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections. Here's what's in store for you: Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace. Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements. Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds. Wellness Matters: Recharge and refresh! Our flexible vacation and sick leave policies empower you to prioritize your well-being, ensuring a healthy work-life balance. Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks. Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Let's thrive together!