Executive Assistant – Growth and Sales Support

Role Overview

• Manage and update HubSpot CRM (pipeline tracking, deal stages, notes, tasks)
• Ensure accurate and up-to-date sales records
• Assist with tracking KPIs and sales reporting
• Prepare meeting notes and follow-ups from sales calls
• Monitor deal progress and flag delays or gaps
• Support billing coordination using Anchor (or similar billing system)
• Track invoices and payment status
• Follow up on outstanding items when needed
• Maintain organized financial records related to client billing
• Conduct initial pre-interviews with candidates
• Screen applicants based on defined criteria
• Coordinate interview scheduling
• Communicate next steps clearly to candidates
• Maintain candidate status tracking
• Draft and send professional client emails
• Participate in Zoom calls when needed
• Support client onboarding coordination
• Assist with client engagement initiatives (e.g., sending appreciation gifts, milestone recognition)
• Maintain organized client communication records
• Manage leadership calendar coordination as needed
• Track tasks and deadlines across teams
• Prepare summaries, reports, and internal documentation
• Support process improvements to streamline operations

Requirements

• 2+ years experience in Executive Assistant, Sales Support, or Operations roles
• Experience using CRM systems (HubSpot preferred)
• Strong written and verbal English communication skills
• Comfortable speaking with clients via Zoom and email
• Highly organized with strong follow-through
• Detail-oriented with ability to manage multiple moving parts
• Comfortable working in EST business hours
• Proactive, solution-focused mindset

Benefits

• Competitive monthly USD compensation
• Fully remote work environment
• Direct exposure to leadership and growth strategy
• Opportunity to expand into Sales Operations or Growth roles