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
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