Executive Assistant/Customer Relationship Management and Website Developer

2 weeks ago

Cebu City, Central Visayas, Philippines beBeeExpert Full time ₱7,200 - ₱7,800
Job Opportunity:

A sought-after Executive Assistant/CRM and WordPress Expert is required to streamline administrative operations, web functionality, and CRM workflows. 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 demands a proactive, tech-savvy individual who can effectively collaborate with team members while handling multiple tools and systems. Strong communication skills are essential to ensure seamless collaboration and stakeholder satisfaction.

Key Responsibilities:
  • Develop 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
Requirements:
  • 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)

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