执行助理
Executive Assistant
关于角色 我们正在寻找有经验的管理助理，拥有强大的 CRM 经验，以支持企业所有者，高管和不断增长的团队在各种行业。理想候选人是高度组织，主动，技术熟练，并自信地管理执行层面的行政任务和 CRM 相关责任。关键职责 ·管理日历，电子邮件，会议，约会和后续活动 ·维护和更新 CRM 系统和客户数据库 ·管理联系人，领先信息，机会，管道和活动 ·跟踪客户通信，任务和后续工作 ·准备 CRM 报告并保持精确记录 ·协助领导和管道管理 ·与客户，前景人士，团队成员和其他利益相关者协调 ·准备文件，报告，演示和电子表格 ·进行研究并组织信息 ·维护数字档案和业务记录 ·帮助执行一般行政和运营任务 ·积极关注未完成的任务和截止日期要求 ·作为执行助理，个人助理，虚拟助理或类似角色有经验 ·强大的 CRM 系统实践经验 · 管理客户信息，领先指导，联系人，管道和后续工作经验 ·优秀的书面和口头英语沟通 ·强大的组织和时间管理技能 ·高度关注细节 · 积极性，能够独立工作 · 与多个软件平台进行舒适的操作 · 熟练使用微软365和/或谷歌工作空间 ·可靠的互联网连接和适当的家庭设置 CRM 经验与 HubSpot,Salesforce,ZohoCRM,Pipedrive,GoHighLevel,Monday.com 等平台具有高度评价。我们特别感兴趣的是那些在日常职责中使用 CRM 系统的人，而不是只有基本接触者。我们很喜欢见到你如果你是如此 • 高有组织度和可靠 · 积极的，能预测需要做的事情 · 与高管和客户工作舒适 · 有技术知识和快速学习新系统 · 自信管理敏感和机密信息 · 专注于细节而不会忽视优先事项 · 在偏远环境中自主工作舒适 原始地发布在喜马拉雅山
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About the Role
We are looking for experienced Executive Assistants with strong CRM experience to support business owners, executives, and growing teams across a range of industries.
The ideal candidate is highly organised, proactive, tech-savvy, and confident managing both executive-level administrative tasks and CRM-related responsibilities.
Key Responsibilities
- Manage calendars, emails, meetings, appointments, and follow-ups
- Maintain and update CRM systems and client databases
- Manage contacts, leads, opportunities, pipelines, and activities
- Track client communications, tasks, and follow-ups
- Prepare CRM reports and maintain accurate records
- Assist with lead and pipeline management
- Coordinate with clients, prospects, team members, and other stakeholders
- Prepare documents, reports, presentations, and spreadsheets
- Conduct research and organise information
- Maintain digital files and business records
- Assist with general administrative and operational tasks
- Proactively follow up on outstanding tasks and deadlines
Requirements
- Have experience
- as an Executive Assistant, Personal Assistant, Virtual Assistant, or similar role
- Strong hands-on experience with CRM systems
- Experience managing client information, leads, contacts, pipelines, and follow-ups
- Excellent written and verbal English communication
- Strong organisational and time-management skills
- High attention to detail
- Proactive and able to work independently
- Comfortable working with multiple software platforms
- Proficient in Microsoft 365 and/or Google Workspace
- Reliable internet connection and suitable work-from-home setup
CRM Experience
Experience with platforms such as HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Monday.com, or similar systems is highly valued.
We are particularly interested in candidates who have
used CRM systems as part of their regular day-to-day responsibilities, rather than candidates with only basic exposure.
We’d Love to Meet You If You Are
- Highly organised and dependable
- Proactive and able to anticipate what needs to be done
- Comfortable working with executives and clients
- Tech-savvy and quick to learn new systems
- Confident managing sensitive and confidential information
- Detail-oriented without losing sight of priorities
- Comfortable working independently in a remote environment
Originally posted on Himalayas