About Jose David Urbina

I am a tech-focused Virtual Assistant specializing in Salesforce administration, workflow automation, and business operations support. My experience combines technical CRM management with hands-on administrative coordination, allowing me to help businesses improve their internal processes while keeping everyday operations organized and efficient. In the real estate industry, I work with Salesforce to manage and customize business processes across acquisitions, inventory, dispositions, and transaction coordination. My responsibilities include building and maintaining Salesforce Flows, configuring custom objects and fields, creating automated task reminders, managing record relationships, troubleshooting system issues, and supporting integrations with external platforms. I also work with Zapier to automate data transfers, connect business applications, troubleshoot integrations, and reduce repetitive administrative work. My technical responsibilities include maintaining CRM data quality, investigating duplicate records, supporting lead management processes, managing user access configurations, and improving activity tracking and reporting. Beyond CRM administration, I have practical experience in customer service and operational coordination for service-based businesses. This includes communicating with customers, coordinating appointments and service schedules, supporting team members, preparing estimates, following up on service requests, and helping resolve operational issues. I am also experienced in communicating with vendors, requesting and reviewing quotations, coordinating product proofs and order updates, tracking shipments, and maintaining professional communication throughout the purchasing process. My approach combines technical problem-solving with clear communication, attention to detail, and an understanding of how business teams operate. I focus on creating practical solutions that reduce manual work, improve organization, and help businesses deliver a more consistent experience to their customers. I am particularly well suited for companies seeking a Virtual Assistant who can take ownership of CRM administration, support operational workflows, troubleshoot technical issues, and communicate effectively with both internal teams and external clients.

Key Responsibilities & Deliverables for this Role

• ✓ Administer and customize Salesforce CRM, including custom objects, fields, page layouts, record types, permissions, and data relationships.
• ✓ Build, test, and maintain Salesforce Flows and Zapier automations for task creation, reminders, record updates, and operational workflows.
• ✓ Troubleshoot CRM issues, investigate duplicate records, maintain data accuracy, and support integrations between Salesforce and external applications.
• ✓ Support real estate acquisitions, inventory, dispositions, and transaction coordination through organized CRM workflows, reporting, and task management.
• ✓ Manage customer communications, appointment coordination, scheduling updates, service requests, and administrative follow-ups.
• ✓ Coordinate with vendors and suppliers to obtain quotations, review product proofs, communicate order requirements, and track deliveries.
• ✓ Assist internal teams with technical support, process documentation, onboarding coordination, and improvements to daily operational procedures.

Why Jose Excels