ScaleHorse

SaaS & Technology

Virtual assistant for saas

The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.

Start here

Tell us the role. We'll set up the call.

or book a call directly

A close view of program code on a dark monitor.

The fee

USD 2,795

Charged once. No monthly markup on the wage.

The shortlist

21 days

The target from an agreed brief to three finalists.

The guarantee

6 months

Another search if it does not work out. Not a refund.

The work

Tasks this hire takes

A virtual assistant for SaaS runs onboarding admin, the help queue and CRM hygiene.

Product calls and pricing stay with the founder or the CSM.

Two jobs shape a normal week for saas & technology: Chase onboarding tasks the CSM listed, and triage help tickets against the macro list. Firms hire for that rhythm, not for an empty inbox.

  • Chase onboarding tasks the CSM listed

  • Triage help tickets against the macro list

  • Clean HubSpot fields before the pipeline review

  • Prep the renewal note for the CSM

  • Book demos into the calendar the AE owns

Chase onboarding tasks the CSM listed. For saas & technology, that work sits beside HubSpot or Salesforce. The principal still makes the call above it.

Triage help tickets against the macro list. Ask each finalist for saas & technology when they last did this, and whether they did it in HubSpot or Salesforce.

The brief for saas & technology should treat this as a standing job: clean HubSpot fields before the pipeline review. HubSpot or Salesforce is where the office checks it.

Prep the renewal note for the CSM. If the hire has not used HubSpot or Salesforce, the first month for saas & technology includes learning it, and the principal still reviews the output.

Book demos into the calendar the AE owns. For saas & technology, write down what done looks like, and who is told when it is finished.

Day one

Software in the brief

Name HubSpot or Salesforce in the brief for saas & technology when the hire will use it in the first week.

Say whether Intercom, Zendesk or Plain is required on day one for saas & technology, or taught after the start.

A short task in Stripe for the subscription the brief names can be part of the interview for saas & technology, if you want to see the work.

You grant access to Notion or the help centre you already wrote. For saas & technology, the hire should have that login before week two.

  • HubSpot or Salesforce

  • Intercom, Zendesk or Plain

  • Stripe for the subscription the brief names

  • Notion or the help centre you already wrote

The line

Compliance boundary

The hire does not change pricing, refund a subscription, or ship product.

For saas & technology, the interview repeats the boundary above. The hire should be able to say what they will not decide.

Who we introduce

Roles we place

We place a support hire, a customer success assistant and an appointment setter.

Three people are introduced for saas & technology. You interview them, and you choose the one who starts.

Pricing

The recruitment fee is USD 2,795, charged once.

USD 350 opens the search. USD 2,445 is due when you select someone.

A monthly markup is a different model. We do not add one.

Charged once

USD 2,795

You pay the person you select directly after that.

Deposit to open the search
USD 350
Balance when you select someone
USD 2,445

USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.

Guarantee

Six months

If the person you select leaves within six months, we search again.

That second search is not a refund.

What the replacement guarantee covers

How a search works

Process

  1. 01

    Agree the brief

    Agree the tasks, tools and hours

  2. 02

    Search

    We search and assess candidates

  3. 03

    Shortlist

    About 21 days to three finalists is a target

  4. 04

    You choose

    You interview them and you choose

Book a free call when the saas & technology brief is ready to open.

The first 90 days

  1. 01

    Days 1 to 30 for saas & technology are for learning HubSpot or Salesforce and the way the office already hands work across.

  2. 02

    By day 60 this should be routine for saas & technology: Clean HubSpot fields before the pipeline review.

  3. 03

    The day-90 review asks one question for saas & technology: is “Book demos into the calendar the AE owns” happening without you chasing it?

What we ask before we search

  • On the call for saas & technology, we ask who does this today: chase onboarding tasks the CSM listed.
  • We ask which of these the hire for saas & technology must open on day one: HubSpot or Salesforce, Intercom, Zendesk or Plain, Stripe for the subscription the brief names.
  • For saas & technology, we ask you to say the line a new starter must not cross.

Shared hours are written into the brief for saas & technology before anyone is approached.

Book a call

Tell us the work. We'll introduce three people.

Book a free call

FAQ

Related industries

Post-Hire Support

We set you up to manage them.

Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.

We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.

This is general guidance, not a substitute for your own legal or tax adviser.

See Post-Hire Support
  • Onboarding guidance for the first 30, 60 and 90 days
  • Communication tools and response expectations
  • Meeting cadence and management frameworks
  • KPI and performance guidance tailored to the role
  • SOP guidance so knowledge doesn't live in your head
  • Recommended tools for phone, payments, time tracking and messaging
  • Best practices for remote and offshore team management
  • Legal and compliance guide for engaging offshore team members

When you're ready

Send the role. Then pick a time.

A name, a number and the work you want to move. We'll use it to prepare the call.

Start here

Tell us the role. We'll set up the call.

or book a call directly

Get my shortlistEmail