
Virtual Operations Specialist
3 days ago
Location: Remote, flexible work environment available.
This executive assistant role requires a self-motivated individual with technical expertise to streamline administrative operations and web/CRM functionality.
About the RoleWe are seeking a proactive, tech-savvy professional to support our day-to-day operational tasks including invoicing, client communications, and calendar scheduling.
Key Responsibilities:- Customize and manage WordPress forms and layouts
- Develop and maintain Salesforce CRM workflows and dashboards
- Provide exceptional customer service through timely email communications and meeting scheduling
- Generate and track invoices, receipts, and basic bookkeeping entries
- Maintain accurate data across systems and support data migration projects
To be successful in this role, you will need:
- Proven experience in WordPress website management and customization
- Advanced knowledge of Salesforce or similar CRM platforms
- Familiarity with automation tools like Make.com or Zapier is beneficial
- At least 2 years' experience in executive or virtual assistance
- Excellent written and verbal communication skills
- Strong time management and ability to work independently
- Confidentiality and discretion when handling sensitive data
- WordPress (Forms, Plugins, Page Editing)
- Salesforce or equivalent CRM tool
- Google Workspace (Gmail, Calendar, Sheets, Docs)
- Basic bookkeeping or invoicing software
- Automation platforms (Make.com, Zapier – optional)
Please note that we value autonomy and flexibility in our team members.
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