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Dynamic Executive Assistant & CRM Specialist | Remote

Remote VARemote — Davao Region, Philippines
Remote Full-time

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Experience Level

Experience

Qualifications

Essential QualificationsProven experience in WordPress website management and customizationAdvanced knowledge of Salesforce (or similar CRM platforms like Pipedrive)Familiarity with Make.com or Zapier is a strong advantageAt least 2 years’ experience in executive or virtual assistanceExcellent communication skills—both written and verbalStrong time management and ability to work independentlyAbility to handle sensitive data with confidentiality and discretionComfortable collaborating during UK time zone hours

About the job

Job Title: Executive Assistant – CRM & WordPress Specialist (Remote)

Location: Remote

Hours: Monday to Friday, 4AM – 8AM EST

Job Overview

We are looking for a motivated and tech-savvy Executive Assistant to enhance our administrative processes and improve our web/CRM operations. You will play a crucial role in customizing Salesforce, managing WordPress pages and forms, and assisting with daily operational tasks such as invoicing, client communications, and calendar management.

This position is ideal for a self-motivated individual who excels in autonomy and can collaborate effectively with our UK-based team while navigating various tools and systems.

Key Responsibilities

  • Develop and customize WordPress forms and layouts
  • Manage and tailor Salesforce CRM workflows and dashboards
  • Support client follow-ups, email communications, and meeting scheduling
  • Generate and manage invoices, receipts, and basic bookkeeping entries
  • Facilitate inter-department communication for task updates and completions
  • Identify and propose automation opportunities using tools like Make.com or Zapier
  • Ensure data accuracy across systems and assist with data migration projects

Essential Qualifications

  • Demonstrated experience in WordPress website management and customization
  • In-depth knowledge of Salesforce or similar CRM platforms (e.g., Pipedrive)
  • Familiarity with automation tools like Make.com or Zapier is a significant plus
  • Minimum of 2 years of experience in executive or virtual assistance
  • Exceptional communication skills, both written and verbal
  • Strong time management skills and the ability to work independently
  • Proficient in handling sensitive information 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)

About Remote VA

Remote VA is a forward-thinking company dedicated to providing virtual assistance services. We empower our clients through efficient administrative support and innovative solutions, helping them focus on their core business operations.

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