Executive Assistant/ CRM and wordpress Expert

6 days ago

Port St Lucie, FL, United States Remote VA Full time
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 skillsboth 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)

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