Administrative Expertise Lead

1 day ago

Davao City, Davao, Philippines beBeeAdministrator Full time $45,000 - $55,000
Job Title: Executive Assistant – CRM & WordPress Expert

As a seasoned administrator, you will play a pivotal role in streamlining our organization's administrative operations and web/CRM functionality. Your exceptional tech-savviness and proactive approach will make a significant impact on our team's productivity.

The ideal candidate will be responsible for customizing Salesforce, managing WordPress forms and pages, supporting day-to-day operational tasks including invoicing, client communications, and calendar scheduling.

Key Responsibilities
  • Build and customize WordPress forms and layouts to enhance user experience and improve data accuracy.
  • Customize and manage Salesforce CRM workflows and dashboards to optimize business processes.
  • Assist in client follow-ups, email communications, and scheduling meetings to foster strong relationships with clients.
  • Generate and manage invoices, receipts, and basic bookkeeping entries to ensure timely and accurate financial transactions.
  • Coordinate between departments for task updates and completion to ensure seamless workflow.
  • Identify and suggest automation opportunities using tools like Make.com or Zapier to increase efficiency.
  • Maintain data accuracy across systems and support data migration projects to ensure continuity.
Qualifications
  • Proven experience in WordPress website management and customization is essential for this role.
  • Advanced knowledge of Salesforce (or similar CRM platforms) is required to drive business success.
  • Familiarity with Make.com or Zapier is a strong advantage, enabling the candidate to leverage automation tools effectively.
  • At least 2 years' experience in executive or virtual assistance is necessary to excel in this position.
  • Excellent communication skills—both written and verbal—are crucial for effective collaboration and client engagement.
  • Strong time management and ability to work independently are vital for meeting deadlines and delivering results.
  • Ability to handle sensitive data with confidentiality and discretion is essential for maintaining trust with clients and stakeholders.
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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