Tech-Savvy Virtual Assistant

7 days ago


Dasmariñas, Calabarzon, Philippines beBeeExecutive Full time $7,200 - $7,800
Job Description:

We are seeking a proactive and tech-savvy Executive Assistant to streamline 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.

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
Benefits:
  • Collaborative work environment
  • Autonomy and independence
  • Opportunity for professional growth and development


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