Executive Assistant/ CRM and wordpress Expert

19 hours ago

Tarlac City, Philippines Remote VA Full time

Job Title: Executive Assistant – CRM & WordPress Expert (Remote) Location: Remote Hours: Monday to Friday, 4AM – 8AM EST Job Description We are seeking a proactive , tech-savvy Executive Assistant to streamline both administrative operations and web/CRM functionality. The ideal candidate will be responsible for customizing Salesforce, managing WordPress forms and pages, and supporting day-to-day operational tasks including invoicing, client communications, and calendar scheduling. This role requires a self-starter who thrives on autonomy and can effectively collaborate with UK-based team members while handling multiple tools and systems. Key Responsibilities Build and customize WordPress forms and layouts Customize and manage Salesforce CRM workflows and dashboards Assist in client follow-ups, email communications, and scheduling meetings Generate and manage invoices, receipts, and basic bookkeeping entries Coordinate between departments for task updates and completion Identify and suggest automation opportunities using tools like Make.com or Zapier Maintain data accuracy across systems and support data migration projects Qualifications Proven experience in WordPress website management and customization Advanced knowledge of Salesforce (or similar CRM platforms like Pipedrive) Familiarity with Make.com or Zapier is a strong advantage At least 2 years’ experience in executive or virtual assistance Excellent communication skills—both written and verbal Strong time management and ability to work independently Ability to handle sensitive data with confidentiality and discretion Comfortable collaborating during UK time zone hours Technical Skills WordPress (Forms, Plugins, Page Editing) Salesforce or equivalent CRM tool Google Workspace (Gmail, Calendar, Sheets, Docs) Basic bookkeeping or invoicing tools Automation platforms (Make.com, Zapier – optional) #J-18808-Ljbffr

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