Pipedrive VA - CRM Manager

Pipedrive + Zapier VA (Part-Time, Long-Term) — Help 5 Brokers Actually Use Our CRM
Pay: $7/hr USD to start
Hours: 8 hrs/week ongoing support (short-term ramp-up will be more hours)
Location: Remote
Start: ASAP

Hi — I’m Dean Burnette, Managing Broker at Best Business Brokers (B3). We help business owners buy and sell businesses across Georgia and South Carolina (USA). We’ve been using Pipedrive for 10+ years, and we have 5 brokers/seats in the firm — but I don’t believe we’re using Pipedrive anywhere near its full potential.

I’m looking for an experienced Pipedrive VA who can clean up what’s messy, troubleshoot what’s breaking, and help our brokers follow a consistent pipeline — with automation support through Zapier.

This is for you if…
- You already know Pipedrive (not “I can learn it”)
- You enjoy building clean, reliable systems and workflows
- You can troubleshoot calmly: “Why didn’t this lead create a deal?”
- You can coach non-technical users and get adoption (without being pushy)

What you’ll do (weekly / day-to-day)
Pipedrive CRM Management
- Clean up and manage Contacts, Organizations, Deals, Activities
- Standardize naming, dedupe records, fix missing fields, tidy pipelines/stages
- Tag and segment leads by industry (manufacturing, logistics, service businesses, etc.)

Automation + Lead Routing Zapier
- Build/maintain Zapier scenarios
- Make sure leads from these sources land correctly in Pipedrive:
- BizBuySell
- CREXI
- Gravity Forms
- Email inquiries
- Apply routing/tagging/follow-up rules so nothing gets lost

Scheduling + Follow-Up Systems
- Set up booking links for seller calls (30 minutes)
- Confirm automations: form submit ? deal created ? activity created ? notifications sent ? follow-up sequence triggered

Reporting + Broker Support (very important)
- Weekly report to me:
- What’s moving
- What’s stale
- What’s missing next steps
- What needs my attention
- Help brokers understand and use Pipedrive better (light coaching, documentation, quick Looms)

Bonus (nice to have)
- Assist with “new listing” workflow coordination (photos/descriptions/categories/checklists)

You must have
- Proven Pipedrive experience (please show examples)
-  Zapier experience preferred
- Strong English + detail orientation + follow-through
- Comfort troubleshooting and fixing automation/data issues

How to apply (follow this exactly)
Send a message with:

1) A short note on your Pipedrive + Zapier experience
2) Two examples of automations you’ve built (screenshots or written walkthroughs are fine)
3) The word PIPELINE in your subject line
4) Your hourly rate + weekly availability (we start at 8 hrs/week ongoing)
5) Your time zone

Applications without PIPELINE in the subject line won’t be reviewed.

About B3 (Best Business Brokers)
We’re business brokers and commercial real estate brokers serving Savannah, Atlanta, Macon, and Charleston and beyond. We work with buyers and sellers across industries including manufacturing, logistics, technology, service businesses, and commercial/industrial real estate.

If you’re the kind of VA who likes turning a CRM into a well-oiled machine — and keeping it that way — I’d like to meet you.