
Operational Support Specialist
3 days ago
We are seeking a proactive and tech-savvy individual to streamline administrative operations and enhance web/CRM functionality.
Job Summary:This role involves providing exceptional support to our team by building, customizing, and managing WordPress websites and Salesforce CRM workflows. The ideal candidate will possess excellent communication skills, strong time management abilities, and a high level of discretion when handling sensitive data.
Key Responsibilities:- Design and develop customized WordPress forms and layouts to meet business needs.
- Implement and manage Salesforce CRM workflows and dashboards for efficient data management.
- Assist in client follow-ups, email communications, and scheduling meetings with stakeholders.
- Generate and manage invoices, receipts, and basic bookkeeping entries for accurate financial tracking.
- Coordinate between departments to ensure task updates and completion.
- Identify and suggest automation opportunities using tools like Make.com or Zapier to enhance productivity.
- Maintain data accuracy across systems and support data migration projects as needed.
- 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 significant 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)
This role offers a unique opportunity to grow professionally and contribute to the success of our organization. If you are a highly motivated and detail-oriented individual with a passion for administrative operations, we encourage you to apply.
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