🧑💼 Job Title: Executive Assistant – CRM & WordPress Expert (Remote)
Location: Remote
Hours: Monday to Friday, 4AM – 8AM EST
📝 Job Description
We are seeking a proactive, tech-savvy Executive Assistant to streamline both administrative operations and web/CRM functionality. 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 requires a self-starter who thrives on autonomy and can effectively collaborate with UK-based team members while handling multiple tools and systems.
🔧 Key Responsibilities
- Build 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
💼 Qualifications
- 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)
