🖥️ Industry
Salesforce
📈 Company Size
11-50 employees
🕚 Time-to-Hire
10 Days
👩💻 Position Hired
Virtual Assistant
Jordan Nelson is a Salesforce consultant who helps B2B tech companies automate their CRM. He runs Simply Scale — a consulting agency that builds, fixes, and optimizes Salesforce orgs for companies scaling from $3M to $100M+.
He’s a LinkedIn Top Voice with over 100,000 followers.
He also runs a community and course that teaches people how to break into the Salesforce industry — how to learn the platform, market themselves, and get hired.
Two businesses. One person. And he was drowning in admin work.
He hired a Salesforce Virtual Assistant through HireUA. It was his first employee hire ever.
The Admin Trap: When the Consultant Becomes the Coordinator
Jordan’s consulting business was making the majority of his money. But the community side — scheduling guest speakers, managing events, posting videos, engaging members, creating graphics, sending invoices — was eating 15-20 hours a week of his time.
None of it required his Salesforce expertise. All of it required his hours.
“As anybody that has a business knows, when you’re starting out, it’s pretty manageable,” Jordan said. “And then as you’re starting to scale, you start to realize you’re spending 10, 15, 20 hours a week doing stuff like emails, catching up with clients, organizing your schedule — things that have to be done, but when you look at what you charge customers, it starts to just not make sense.”
Every hour he spent scheduling a guest speaker or creating a Canva graphic was an hour he wasn’t billing.
But it wasn’t just about the money. It was about energy.
“It’s all little stuff that’s like an open loop,” Kyle said during the interview. “If you open it and until it’s closed, it’s just in the back of your head nagging you about it.”
Jordan agreed. The admin tasks weren’t hard. They were just constant. And they were keeping him stuck.
Here’s the thing:
He didn’t want to put the community side of his business on the back burner. But he also couldn’t keep doing everything himself. The consulting was making money. The community was building his brand and his audience. Letting either one slide wasn’t an option.
He needed someone to take over the operational side so both businesses could keep running.
10 Days: From Placement to Decision
Jordan came to HireUA on January 16th. This was his first employee hire — ever. Not just his first VA. His first hire, period.
He had concerns. He didn’t want to waste money on the wrong fit. He didn’t want to spend even more time — time he didn’t have — figuring out how to find, vet, and interview candidates.
“The last thing I wanted to do was spend more time on top of the time I didn’t really have to try to figure out who to interview, how to interview them, get that lined up,” he said.
Two days later, our team had interviews scheduled.
By January 20th, Jordan was interviewing five candidates back to back on a Friday morning. 30-minute blocks, one after another.
“What was super nice is you guys lined up back-to-back-to-back, like 5 interviews on a Friday,” Jordan said. “I was like, OK, this is sweet. Just gonna crank out the next 2 hours of interviews. I’m not doing context switching. I can just be like, OK, interviews for the next 2 hours — this is what I’m gonna do.”
He evaluated five candidates across three days. By January 26th, he’d made his decision.
Valeriia. Based in Germany. 10+ years of copywriting experience, but what stood out to Jordan wasn’t the writing — it was the organizational capability.
“She has 10+ years of copywriting and seemed more interested in the organizational side of things I need done,” Jordan said in the Slack channel. “She was the closest match.”
Ten days. Placement to decision. First hire ever.
“The candidates were great,” Jordan said. “I haven’t had any trouble with timelines, time zones, English — anything like that. All that was super perfect.”
What Valeriia Does: The Salesforce Virtual Assistant in Practice
This is what “Salesforce Virtual Assistant” actually looks like when the hire is done right.
Valeriia works 20 hours a week. Her job is to run the operational side of Jordan’s community and brand presence so he can focus on the consulting work.
Here’s what she handles:
Community management. Scheduling guest speakers for Simple Salesforce community events. Generating and managing event topics. Following up with speakers before they join. Posting events across platforms. Keeping the community active and engaged.
Social media and content. Responding to comments and messages. Posting videos as Jordan records them. Design work in Canva — community graphics, PowerPoint slides for guest speakers.
Outreach. Sending DM cold scripts to potential course attendees and consulting clients. Managing communications that would otherwise sit in Jordan’s inbox.
Admin. Creating and sending invoices. Calendar management. Email management. The stuff that has to get done but doesn’t need Jordan’s expertise.
None of this is “Salesforce admin work” in the traditional sense. This is the operational infrastructure that allows a Salesforce consultant to actually consult.
Now he’s not.
The SOP Bonus: An Unexpected Win
Here’s something Jordan called out that most people don’t talk about when they hire their first VA:
The process of hiring forced him to build SOPs and operations.
“I quickly realized after I hired this person — yes, she’s going to help me, but at the same time I’m helping myself by getting all this information into some type of system,” Jordan said.
When everything lives in your head, it feels organized. But the moment you try to hand it to someone else, you realize which processes are clean and which ones are a mess.
“You’re taking it all, putting it into an SOP of some sort, and that in itself has helped me look at my business and be like — oh yeah, maybe I actually don’t want her doing that. Maybe that is kind of a crappy process and maybe we need to clean that up before I have my virtual assistant take that over.”
This is one of the hidden benefits of making your first hire. It’s not just about delegation. It’s an audit. You’re forced to look at every process and decide: Is this worth passing on, or is this worth killing?
Jordan got both — a VA who took 20 hours of work off his plate AND a clearer picture of how his business actually operates.
The Second Hire: LinkedIn Inbox Manager
Before the first case study video was even cold, Jordan came back.
This time he needed a LinkedIn Inbox Manager. 15 hours a week. Budget: $1,200-1,500/month.
The role:
Monitor Jordan’s LinkedIn profile (100,000+ followers), identify leads that match his ideal client profile, send personalized DMs to nurture those leads, manage inbox conversations, and book calls via Calendly.
This is the natural evolution. First hire takes admin off your plate. Second hire starts generating revenue.
Jordan’s LinkedIn presence is a machine — 100K+ followers, millions of content views, job offers coming in weekly. But managing the inbox, qualifying leads, and converting them into booked calls? That’s a full-time job inside a part-time role. And it’s work that Jordan shouldn’t be doing himself any more than he should be scheduling guest speakers.
This is the pattern we see with nearly every client. Monarch Wave started with one developer and kept coming back. Visibly Marketing kept their designer for 4+ years. Steven Trister was planning his second editor before we stopped recording.
One good hire proves the model. The second hire scales it.
Hire a Salesforce Virtual Assistant Through HireUA
If you’re a Salesforce consultant, a SaaS founder, real estate agent, or anyone running a business on top of a CRM platform — and you’re spending half your week on admin instead of the work that actually makes money — there’s a better way.
We source, vet, and place Virtual Assistants who can handle community management, social media, outreach, invoicing, calendar management, and more. From Eastern Europe, Latin America, and beyond. Part-time or full-time, at a fraction of US rates.
Candidates submitted in days. One monthly bill. No HR headaches.
For the full guide on what to look for when using a Virtual Assistant service, read our complete breakdown here.