
Administrative Operations Specialist
3 days ago
We are seeking a proactive, tech-savvy professional to oversee both administrative operations and web/CRM functionality. The ideal candidate will be responsible for streamlining processes, managing WordPress forms and pages, and supporting day-to-day tasks including invoicing, client communications, and calendar scheduling.
Key Responsibilities:- Customize and Develop WordPress Forms and Layouts
- Enhance Salesforce CRM Workflows and Dashboards
- Assist in Client Follow-ups, Email Communications, and Meeting Scheduling
- 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
The ideal candidate will be responsible for streamlining administrative operations, customizing Salesforce, managing WordPress forms and pages, and supporting day-to-day tasks.
Qualifications:- Proven Experience in WordPress Website Management and Customization
- Advanced Knowledge of Salesforce (or Similar CRM Platforms)
- 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
- 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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