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High-Performance Virtual Assistants,
Managed End-to-End.

Scale your business with dedicated talent across administrative support, customer operations, complex reconciliations, and executive workflows. With CXIS, every VA comes with dedicated management oversight so you never worry about hiring, training, or operations.

100% Management Coverage Included
Pre-Vetted & Tested Top 2% Talent
Fast 48-Hour Rapid Onboarding
🛡️ ISO 27001 Secure & HIPAA Compliant

Transparent Service Tiers Built For Scale

Select the exact skill caliber your operations demand. Scale seamlessly from basic administrative tasks to specialized high-value leadership.

Tier 1

Basic Administrative

Reliable execution for repetitive, rule-based workflows, backlog clearance, and routine documentation.

Core Capabilities:
Data Entry: High-speed and verified entry across spreadsheets & web databases.
Research: Internet data sourcing, market checks, and contact lookups.
Document Organization: File structuring, digital archiving, and cloud drive sorting.
Basic CRM Updates: Contact info hygiene, status tagging, and note logs.
Administrative Tasks: Form filling, template replication, and standard list collation.
Select Tier 1 VA
Tier 3

Specialized / High-Value

Senior domain specialists delivering mission-critical analytics, executive support, and complex operational leadership.

Core Capabilities:
Executive Assistant: Comprehensive C-suite inbox triage, strategic briefing, and travel planning.
Operations & Management: SOP architecting, tool management, and workflow optimization.
Advanced Excel & Reporting: Complex pivot models, dashboarding, and variance analytics.
Healthcare Experience: HIPAA-compliant patient intake, insurance eligibility, and clinical admin.
Complex Reconciliation: Commission audits, multi-carrier dispute resolution, and ledger matches.
Team Leadership: Pod supervision, training cohorts, and milestone accountability.
Select Tier 3 VA

All VA Services We Offer

Explore our complete roster of Virtual Assistant roles. Each role is customized to your software stack, communication channels, and business rules.

Tier 2

Customer Service

Omnichannel Tier 1 & 2 support via phone, live chat, email, and social tickets with fast first-response times.

Zendesk, Freshdesk, Intercom & Gorgias mastery
CSAT & First Contact Resolution optimization
24/7 or custom business hours coverage
Tier 3

Executive Assistants

High-leverage support for founders and C-suite leaders. Offload complex calendar logistics, inboxes, and travel.

Zero-inbox email gatekeeping & triage
Multi-timezone flight, hotel & event booking
Confidential document & presentation prep
Tier 2

Appointment Setters

Proactive outbound and inbound meeting booking to keep your sales reps' calendars consistently full of qualified prospects.

Calendly, Chili Piper & CRM integration
No-show reduction & confirmation cadences
Cold & warm outreach call handling
Tier 2

Lead Verification

Thorough validation of contact data, phone verification, and buyer qualification criteria before handoff to sales.

Direct-dial & email deliverability verification
BANT & custom qualification scoring
Real-time CRM enrichment & deduplication
Tier 1

Data Entry

Rapid, high-volume data transcription, digitizing paper records, database entry, and clean catalog indexing.

99.8%+ entry accuracy benchmarks
Spreadsheet, ERP & portal data migration
Double-key verification protocols
Tier 2

Quality Assurance (QA)

Rigorous call monitoring, chat grading, scorecards, and compliance audits to guarantee service standards.

Agent scorecard generation & feedback loops
Regulatory compliance & script adherence
Trend analysis on recurring error categories
Tier 3

Commission Reconciliation

Deep ledger auditing, carrier statement verification, discrepancy resolution, and missing commission recovery.

Multi-carrier statement line item matching
Discrepancy tracking & dispute ticketing
Agent split payout calculations
Tier 2

Carrier Research

In-depth portal research across insurance carriers, logistics lines, rate guides, and policy verification.

Underwriting guideline extraction
Rate comparisons and eligibility lookups
Policy status checks & document retrieval
Tier 2

CRM Administration

Keep your CRM clean, organized, and running with custom properties, automated stages, and user permissions.

Pipeline stages & automated task triggers
Contact & company duplicate merging
Data import/export and view management
Tier 2

Reporting

Daily, weekly, and monthly operational summaries, CSAT scores, conversion rates, and executive briefings.

Google Sheets, Excel, Looker & PowerBI
Automated scheduled executive email reports
Key metric variance & trend highlights
Tier 1

Administrative Support

Dependable day-to-day administrative muscle for formatting documents, managing shared drives, and organizing files.

PDF conversion, formatting & presentation styling
Vendor communication & invoice forwarding
General office task backlog resolution
Tier 2

Recruiting

Talent sourcing, resume screening, initial screening calls, and interview booking for your internal hiring pipeline.

LinkedIn Recruiter, Indeed & job board sourcing
Candidate pipeline scoring & stage tracking
Reference checking and preliminary vetting
Tier 2

Social Media Support

Scheduling prepared content, monitoring comment sections, handling inbound DMs, and escalating sales inquiries.

Buffer, Hootsuite & Meta Business Suite
Inbound message classification & reply routing
Community spam filtering and engagement
Tier 2

Accounting Support

Bookkeeping preparation, receipt matching, invoice creation, AP/AR follow-up, and payment tracking.

QuickBooks, Xero & NetSuite data entries
Unpaid invoice reminders and collection logs
Expense classification and audit trails
Tier 3

Operations & Management

Cross-functional process mapping, tool integrations (Zapier/Make), and establishing reliable business systems.

Asana, ClickUp, Monday.com project setup
Standard Operating Procedure (SOP) writing
Automation of repetitive cross-app transfers

Zero Management Overhead.
We Handle Everything.

Unlike direct freelancer marketplaces where you spend dozens of hours hiring, training, and troubleshooting, every CXIS VA is fully managed by our dedicated operations managers.

Included Manager Services

Our dedicated leadership team executes all 11 critical operational pillars at no extra cost:

100% Turnkey Management
1

Recruit

Targeted sourcing from our pre-vetted global candidate pool tailored to your exact industry stack.

2

Interview

Rigorous multi-round cultural, behavioral, and communication screenings.

3

Test

Real-world typing, software aptitude, analytical, and English fluency testing.

4

Background-Check

Comprehensive identity, criminal history, and credential verification.

5

Train

Role preparation, security standards, and client-specific onboarding.

6

Create SOPs

Documenting step-by-step Standard Operating Procedures for bulletproof consistency.

7

Monitor Performance

Daily activity logs, QA scorecards, accuracy tracking, and continuous coaching.

8

Handle Attendance

Real-time shift adherence, clock-in auditing, and coverage management.

9

Handle Turnover

Competitive benefits and employee engagement programs ensuring long tenure.

10

Handle Payroll

International disbursements, tax compliance, benefits, and local currency handling.

11

Handle Replacements & Continuity

Guaranteed zero-downtime hot-swap replacements and shadow training if a VA is sick or transitioning.

Ready to Build Your Managed VA Team?

Tell us about your operational bottlenecks and required tiers. We will match you with pre-vetted specialists and a dedicated manager within 48 hours.

Get Started Today