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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Contract|PHP 42K/mo - PHP 48K/mo|Remote|Remote — Metro Manila, Philippines

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Apr 5, 2026

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Dynamic Executive Assistant & CRM Specialist | Remote

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Jul 17, 2025

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General Virtual Assistant with Construction Industry Background

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On-site|On-site|Manila, Philippines

Please ensure to whitelist the domains "lever.co" and "hire.lever.co" to receive our communications.Disclaimer: This is a generalized job description. Specific responsibilities and tools will be elaborated upon during the final interview. Please apply for positions that align with your location and expertise. We prioritize candidates who excel in this role!Remote General Virtual AssistantAt Wing, we are on a dynamic mission to transform the future of work for businesses globally! Our goal is to be the ultimate resource for organizations aiming to assemble exceptional teams and streamline their operations.We are currently seeking talented individuals for the position of General Virtual Assistant with experience in the construction sector!Key Responsibilities:1. Deliver administrative support, including managing emails, scheduling calendars, and inputting data.2. Assist in the preparation of documents, reports, and presentations.3. Organize and manage files, contracts, and documentation for construction projects.4. Respond to inquiries and provide exceptional customer service to clients and partners.5. Conduct research on vendors, suppliers, and market trends pertinent to the construction industry.6. Collaborate with project teams to monitor deliverables and ensure deadlines are met.7. Handle invoicing, expense reports, and assist with bookkeeping tasks.8. Support recruitment and onboarding processes for construction personnel.9. Uphold confidentiality and adhere to company policies.10. Undertake additional administrative tasks as required.Qualifications:• Minimum of 2 years of experience in a virtual assistant role or a similar capacity.• Knowledge of the construction industry is highly advantageous.• Exceptional organizational and time-management abilities.• Strong command of the English language: Reading: Ability to understand and summarize reports and correspondence. Writing: Competence in professional documentation and email communication. Speaking: Proficient communication with clients and team members.• Proficiency in MS Office, Google Workspace, and project management software.• Keen attention to detail and effective problem-solving skills.• Tech-savvy with experience in cloud-based tools and communication platforms.Technical Requirements:

Mar 27, 2025

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Lead Generation & Sales Data Specialist

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Full-time|Remote|Remote — Philippines

Join our dynamic team at Crewbloom as a Lead Generation & Sales Data Specialist! In this pivotal role, you will spearhead the creation, implementation, and oversight of our lead generation and referral strategies. Your expertise will be crucial in sourcing leads, conducting research, engaging in outreach, qualifying prospects, and organizing pre-assessment appointments. You will also manage referral outreach campaigns aimed at boosting both inbound and outbound referral opportunities. Supporting the pre-assessment stage, you may conduct pre-assessment calls to assist the Intake & Client Conversion Supervisor as needed. Your commitment to maintaining accurate documentation, diligent follow-up, compliance, and safeguarding proprietary information will be paramount.Key Responsibilities:Craft and execute lead generation strategies to consistently provide warm, qualified prospects for intake and conversion.Develop and manage targeted outreach campaigns for private-pay prospects and referral partners, enhancing lead flow and referral pipelines.Source, research, organize, and maintain optimized prospect and referral lists for effective outreach and conversion.Conduct structured multi-channel outreach (calls, SMS, email) adhering to approved messaging and compliance standards.Evaluate prospects based on service needs, urgency, location, and overall suitability.Foster leads through systematic follow-up cycles until they are ready for pre-assessment scheduling.Directly schedule pre-assessment appointments with the Intake & Client Conversion Supervisor and confirm details with clients.Conduct pre-assessment calls when necessary to support the Supervisor during peak periods.Promptly update CRM stages, notes, tags, tasks, and communication logs following every interaction.Inform the Managing Member and Supervisor about warm leads, booked pre-assessments, and successful conversions.Generate weekly reports on lead generation and referral performance, including metrics on lead volume, warm leads, campaign effectiveness, and improvement recommendations.Drive outbound and referral campaign performance to achieve the necessary lead volume for growth.Continuously refine outreach cadence, messaging, targeting, and list quality based on performance and conversion metrics.Collaborate with the Supervisor for Intake & Client Conversion to ensure seamless transitions and optimal lead readiness for pre-assessment.Work with the Supervisor for HR Recruitment to align staffing needs with projected lead and referral volumes.Maintain clear communication through WhatsApp channels and ensure accurate appointment updates on internal calendars.Proactively identify declines in lead quality, referral engagement, or outreach effectiveness and implement corrective measures.

Mar 16, 2026

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Hybrid General Virtual Assistant - PH (Entry Level)

getwingapp

On-site|On-site|Makati

Please ensure to whitelist the domains "lever.co" and "hire.lever.co" to receive our communications.Disclaimer: This job description is a general overview of the role. Specific duties and tools will be discussed during the final interview. Please apply based on your qualifications and location. We seek candidates who can excel in this position!General Virtual Assistant (Remote)Join Wing in our mission to revolutionize the future of work for companies across the globe! We aim to be the premier destination for organizations seeking to build exceptional teams and streamline their operations.We are excited to welcome a General Virtual Assistant to our team immediately!Key Responsibilities:1. Organize and manage digital files and documents.2. Perform data entry tasks, including lead list preparation, transcribing audio, managing payroll data, and organizing research notes.3. Conduct product research, procure items, and secure samples.4. Maintain and update marketing and sales information via a CRM system.5. Generate and dispatch invoices, track payments, and manage company expenses.6. Research industry trends and best practices, compiling reports for comparative analysis.7. Oversee project monitoring, facilitate internal communications, and organize company data effectively.8. Coordinate team schedules, prevent scheduling conflicts, and ensure client preparedness for meetings.9. Arrange travel itineraries, book accommodations, and secure transportation.10. Manage incoming calls, relay information, schedule appointments, and conduct inquiries.11. Respond to emails, follow up on communications, organize the inbox per client preferences, and alert clients to important messages.12. Undertake additional tasks as needed.Qualifications:• 6 months to 1 year of experience as a Virtual Assistant or in a similar role.• Must be at least 18 years old and have completed Senior High School.• Exceptional communication skills via phone, email, and instant messaging.• Strong organizational and time management skills.• Availability to work night shifts.• Technologically adept and familiar with tools like desktop sharing, cloud services, and VoIP.• Proficient in word processing and spreadsheet software.

Jan 8, 2026

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Financial & Bookkeeping Virtual Assistant

assist-world

Full-time|Remote|Philippines

Join our dynamic team as a Financial & Bookkeeping Virtual Assistant, where you will play a crucial role in managing our financial records and supporting our bookkeeping operations. This position offers a fantastic opportunity for individuals looking to develop their skills and grow within a supportive environment.

Mar 17, 2026

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Remote Real Estate Virtual Assistant

getwingapp

Full-time|$30K/yr - $30K/yr|Remote|Manila, Philippines

Join Our Team as a Remote Real Estate Virtual Assistant!At Wing, we are on an exciting journey to transform the future of work for companies around the globe. We strive to be the go-to resource for organizations eager to build top-notch teams and streamline their operations.We are currently seeking a Real Estate Virtual Assistant to join our dynamic team immediately!Duties and Responsibilities:1. Oversee property listings and respond to customer inquiries and transaction documentation.2. Develop and maintain a robust pipeline of potential clients sourced from various channels.3. Accurately update and manage records of leads, contacts, buyers, and sellers within a CRM system.4. Coordinate property staging, repairs, open house events, and other promotional activities.5. Collect market insights and information about local amenities to assist clients in their selections.6. Organize and schedule meetings between buyers, sellers, brokers, and agents.7. Perform general administrative tasks as needed.8. Handle ad hoc assignments to support team operations.Qualifications:• Bachelor's degree in any field or a certified course in business-related programs.• A minimum of 1-year proven experience as a Real Estate Virtual Assistant or in a similar role.• Proficient in CRM and Multiple Listing Software.• Familiarity with Property Management software (e.g., Appfolio, Buildium).• Strong content writing or copywriting skills.• Working knowledge of content management systems.• Excellent English communication skills, both written and verbal (minimum B2 level).• Exceptional organizational and time management capabilities.• Ability to work night shifts effectively.Technical Requirements:• USB Headset with Noise Cancellation feature.• Working Webcam.• Computer with a minimum 1.8 GHz processor and at least 4GB RAM.• Primary internet speed of at least 25 Mbps (cable connection).• Backup internet speed of at least 10 Mbps.

Feb 17, 2026

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Collections & Cash Flow Virtual Assistant (Accounts Receivable Specialist)

Scale Virtually

Full-time|Remote|Remote — Philippines

Position OverviewAs a Collections Virtual Assistant focused on cash flow management and accounts receivable within the construction sector, your primary goal is to ensure the timely movement of cash flow. This role is pivotal in guaranteeing that invoices are promptly issued, payments are diligently followed up on, and overdue balances are consistently monitored.This position is proactive and requires direct engagement with clients to secure payments. If you are hesitant to engage in payment discussions or shy away from following up on delayed payments, this role may not be suitable for you.Key Responsibilities1. Ownership of Collections: Proactively reach out to clients regarding overdue and upcoming payments via phone and email. Lead conversations with confidence and clarity until payment is secured.2. Invoice Management: Collaborate with Project Managers to promptly trigger invoices post-project completion, ensuring accuracy to prevent delays.3. Cash Flow Monitoring: Maintain an active cash flow calendar, tracking expected payments and overdue accounts, providing management with visibility into cash flow status.4. Payment Follow-Up System: Establish and uphold a structured approach to collections follow-ups, employing effective communication strategies to engage non-responsive clients.5. Basic Bookkeeping Support: Enter financial data into QuickBooks Online as required.

Apr 30, 2026

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