Technical Assistant / Virtual Assistant

OVERALL PURPOSE OF THE ROLE
The VA / Technical VA supports our administrative and technical activities in an efficient, precise, and reliable manner. The role is instrumental in orchestrating the seamless operation of our digital platforms and our administrative and technical endeavours from behind the scenes. Fluent English proficiency (written and verbal) is required due to the technical nature of the role, client communications, and team collaboration requirements.

If you're passionate about marketing, sales, and helping financial professionals grow, we'd love to have you on board! You will be the glue that holds the team together to make the business processes flow seamlessly.

DUTIES and RESPONSIBILITIES
Tech and Automation Mastery: 
- Provide stellar technical support, tackling software glitches and ensuring all systems operate without a hitch.
- Responsible for setting up automations in Zapier, Go High Level, scraping data, setting up new domains and email inboxes, and occasionally creating software using no-code solutions.
- Create and configure workflows in Zapier and Go High Level as needed and make sure Instantly, Facebook and Linkedin integrations are operating flawlessly.
- Adjust & optimize Google, Notion, Slack, Calendly, Instantly, and Go High Level
- Setting up cold email campaigns using Instantly.ai & monitoring cold email campaigns
- Working closely with the SDR (Sales development rep) to support their output.

Digital Architect: 
- Manage and update websites / landing pages, CRMs, and other online platforms, ensuring they're always at peak performance.
- Create and edit pages in Notion

Efficiency Guru: 
- Automate and streamline processes, saving time and boosting productivity.
- Collaboration Champion: Liaise virtually with team members, offering them a robust tech backbone for their projects.
- Troubleshooting Prodigy: Become the go-to problem-solver for any technical hurdles that arise. Fix automation and integration errors and problems.

Data Defender:
- Cleaning the lead lists using tools like MillionVerifier or Scrubby.io
- Quality check setup of domains and inboxes, as well as Inbox management setup
- Quality check setup of Instantly accounts
- Scraping data using Apollo.io and other scraping methods
- Scraping data from LinkedIn Sales Navigator using various tools

Innovation Enthusiast: Stay ahead of tech trends, bringing new tools and ideas to the table.

Organizational Wizard: Keep our schedules, files, and projects in perfect harmony.

Communication Liaison: Handle correspondence with flair, ensuring messages are delivered with clarity and professionalism.

Admin Virtuoso: Tackle administrative tasks with prowess, from data entry to creating reports.

Scheduling Savant: Master the art of calendar management, making sure every appointment and meeting is seamlessly coordinated.

MEASURES OF SUCCESS - KPIs/Deliverables
- Time management
- Response time
- Quality of work
- Task Efficiency

ABOUT CATALYZE GROWTH PARTNERS
We are a growth-focused marketing and sales support company specializing in helping financial advisors and insurance agents attract and convert high-value clients. Our approach combines targeted marketing funnels, lead generation, sales training & support, and automation to streamline the client acquisition process. We work with advisors who prioritize planning-focused strategies and are committed to providing exceptional value to their clients.

With a results-driven mindset, we optimize sales processes, enhance marketing efforts, and ensure advisors have a steady flow of engaged prospects. Our team thrives on innovation, efficiency, and measurable success, making us a trusted partner for financial professionals looking to scale their business.