Executive Assistant / CRM and wordpress Expert

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

Technical Skills