Executive Assistant/ CRM and wordpress Expert

‍ Job Title: 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 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

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)