Volunteer Engagement & CRM Administrator (Charity)

Position: Virtual Assistant – 

About the Role

Our client is seeking a highly professional, personable, and
articulate Virtual Assistant to support the day-to-day operations of a charity
organization. This is primarily an internal-facing role focused on volunteer
engagement, CRM management, and light administrative/business development
support.

The ideal candidate is someone who genuinely enjoys talking
to people, has exceptional spoken English, and can confidently represent the
organization when communicating with volunteers and prospective members.

Key Responsibilities

Volunteer Engagement

• Conduct
  monthly check-in calls with volunteers (approximately 15 minutes per call)
  
• Follow
  a provided call script to ensure consistent communication
  
• Build
  rapport with volunteers and gather feedback on their wellbeing and
  experience
  
• Record
  notes and update volunteer information in the CRM
  
• Escalate
  any concerns or issues to the client when appropriate
  

CRM Management

• Maintain
  accurate volunteer and member records
  
• Update
  contact information and interaction notes
  
• Ensure
  CRM data remains organized and current
  

Administrative Support

• Perform
  general administrative tasks related to volunteer coordination
  
• Organize
  and maintain records and documentation
  
• Assist
  with internal communications as required
  

Membership & Business Development Support

• Follow
  up with prospective members who have expressed interest
  
• Contact
  leads to confirm their interest in joining the charity
  
• Explain
  membership options using provided information
  
• Gather
  required details and confirm membership selections
  
• Coordinate
  with the client for invoice issuance and onboarding
  
• Perform
  light outbound calls to assist with member onboarding
  

Communication

• Occasionally
  answer inbound calls
  
• Make
  outbound calls to volunteers and prospective members
  
• Maintain
  a warm, friendly, and professional manner in every interaction
  

Required Skills & Experience

Essential Qualifications

• Excellent
  verbal and written English communication skills
  
• Highly
  articulate and confident on the phone
  
• Friendly,
  engaging, and naturally conversational
  
• Professional
  appearance and demeanor during video meetings
  
• Previous
  experience working with CRM systems
  
• Strong
  organizational and administrative skills
  
• Comfortable
  making both inbound and outbound calls
  
• Strong
  attention to detail
  
• Reliable
  internet connection and professional home office setup
  

Preferred Experience

• Experience
  supporting charities or non-profit organizations
  
• Customer
  service or community engagement experience
  
• Membership
  administration
  
• Volunteer
  coordination
  
• Administrative
  support
  
• Business
  development or lead follow-up experience (non-sales focused)
  

Preferred Personality

The client emphasized that personality is just as important
as experience. The successful candidate should be:

• Extremely
  articulate
  
• Exceptionally
  well-spoken
  
• Very
  personable and "chatty"
  
• Friendly
  and approachable
  
• Professional
  and well-presented
  
• Empathetic
  and patient
  
• Confident
  speaking with people from different backgrounds
  
• Able
  to build rapport quickly
  
• Self-motivated
  and dependable
  

Tools

Required

• CRM
  software (experience with any CRM platform is acceptable)
  

Nice to Have

• Microsoft
  Office
  
• Google
  Workspace
  
• Video
  conferencing platforms (Zoom, Microsoft Teams, Google Meet)
  

Important Client Preferences

• Excellent
  spoken English is a non-negotiable requirement.
  
• The
  VA must be extremely well-presented and professional during calls and
  video meetings.
  
• This
  is not a hard sales role. The focus is relationship-building,
  volunteer engagement, and simple membership follow-ups.
  
• The
  candidate should genuinely enjoy speaking with people and maintaining
  conversations.
  
• Calls
  with volunteers will follow an existing script, making the role more
  focused on communication and relationship management than complex
  decision-making.
  
• The
  role will begin at 10 hours per week, with the possibility of
  increasing hours as the charity grows.
  
• Daily
  check-ins will be brief (around 5 minutes).