
Executive Assistant and CRM/WordPress Specialist
1 day ago
The role entails a proactive, tech-savvy executive assistant who can 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.
- Design 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
Key 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
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