Executive Assistant – CRM & WordPress Expert - Remote

Overview

We are seeking a proactive, tech-savvy Executive Assistant to streamline both administrative operations and web/CRM functionality.

In Short

• 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

Requirements

• 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 skills—both 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

Benefits

• Flexible working hours
• Opportunity to work remotely
• Collaborative team environment
• Professional development opportunities