CPT-11699 Inbound Customer Service & Rental Booking Virtual Assistant

Location: Worldwide APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** Title: CPT-11699 Inbound Customer Service & Rental Booking Virtual Assistant Independent Contractor – CPT-11699 Inbound Customer Service & Rental Booking Virtual Assistant/Business Support VA/Entry-Senior 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. An Atlanta-area storage container rental business is seeking a professional Business Support VA to handle incoming customer calls, rental inquiries, pricing information, and basic booking administration. The VA will receive calls forwarded from the company's business telephone line and assist both new prospects requesting rental information and existing customers placing orders. All customer communications, records, tasks, lead tracking, customer requests, and follow-ups will be managed and maintained through HubSpot. The ideal candidate will bring excellent spoken English, a friendly and professional phone presence, strong organization, and prior customer-service experience. 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: Inbound Customer Service Answer forwarded incoming business calls during scheduled coverage hours Identify whether the caller is a prospective or existing customer Respond professionally to routine rental questions Gather caller details, requested services, and relevant order information Direct unusual requests or unresolved questions to management Answer inbound calls live whenever possible Respond to missed calls, voicemails, and new inquiries within one hour during working hours Escalate pricing exceptions, customer complaints, and requests that fall outside established procedures Collect the caller’s name, email address, and contact number. Gather customer details before escalating service issues. Handle urgent equipment concerns, including refrigerated equipment breakdowns. Provide status updates without promising specific repair timelines or compensation. Rental Inquiries & Order Support Provide approved storage container rental pricing Communicate available delivery and pickup information based on company-provided schedules Assist with new rental inquiries and existing customer orders Record service requests and confirm necessary details Relay booking and customer information to the appropriate internal contact Provide approved pricing and collect all required information for rental and service requests Own follow-up on leads, outstanding quotes, and customer requests through resolution or a confirmed handoff Coordinate delivery and pickup scheduling once approved Confirm equipment placement and special delivery instructions. Verify site access restrictions, gate requirements, and receiving hours. Collect and record PO numbers for rental orders. Confirm order details with customers before processing. Send order confirmations to customers by email. Administrative & Scheduling Support Maintain organized customer and call records Track incoming inquiries, outstanding requests, and follow-ups Update scheduling or order information using approved systems Assist with basic administrative work during quieter periods Maintain accurate notes for unresolved customer matters Follow established call-handling and escalation procedures Maintain customer records, deal stages, tickets, tasks, and next steps within HubSpot Ensure every inquiry, lead, quote, and customer request has a clear status, owner, and next step documented in HubSpot Keep all customer communications, follow-ups, and activities current and accurately logged in HubSpot Work through outstanding follow-ups and open HubSpot tasks during quieter periods Monitor and update customer records to ensure accurate tracking and continuity of service Record equipment issues, customer concerns, and requested response times. Document complete order and service details for proper handoff to the appropriate team. Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Previous inbound customer service or phone support experience required Excellent spoken English required Experience handling customer inquiries and booking requests strongly preferred Strong attention to detail and organizational skills required Experience with appointment scheduling or order entry preferred Administrative support experience preferred Equipment rental or related service-industry experience is a plus HubSpot proficiency required or strongly preferred Previous CRM management experience, including lead tracking, task management, and customer record maintenance, strongly preferred IDEAL CANDIDATE PROFILE Friendly, confident, and professional over the phone Clear English speaker with strong listening skills Comfortable explaining standard pricing and availability information Organized and accurate with customer details Dependable and punctual during scheduled shifts Able to follow procedures while handling routine questions naturally Willing to learn the company's products and rental processes Highly organized and capable of managing multiple customer follow-ups simultaneously Comfortable working within a CRM-driven workflow Proactive in maintaining accurate records, task ownership, and follow-through APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED VoIP Business Phone / Call Forwarding Platform HubSpot CRM Client's Order / Rental Tracking System Calendar & Scheduling Tools Microsoft Excel / Google Sheets Email & Communication Platforms Work Schedule Contracted Hours per Week: 40 Hours Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: 9:00 AM–5:00 PM EST Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement Role Summary & Requirements REQUIRED SERVICE: Business Support REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level Contracted Hours per Week: 40 hours/week Daily Working Time: 9:00 AM–5:00 PM EST Scheduled Working Days: Monday-Friday REPORTING TO/POC: To Be Determined Number of VAs: 1 GENDER PREFERENCE: None LANGUAGES SPOKEN/PREFERENCE: English ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required) REGION PREFERENCES: Offshore or Nearshore What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!