Key skills
AICRMCommunication
About this role
Role Overview
- Draft and send professional emails to executives, financial firms, and corporate contacts
- Manage lead pipelines and follow-up activity using Pipedrive CRM
- Coordinate calendars, schedule calls, and organize meetings
- Review inbound responses and coordinate scheduling with internal teams
- Maintain organized records of communication and administrative activity
- Assist with reporting, document preparation, and day-to-day administrative support
- Utilize AI tools to improve communication efficiency and workflow organization
- Support daily executive and operational coordination
Requirements
- Strong written and verbal communication skills
- Experience with professional email communication
- Familiarity with CRM systems, preferably Pipedrive
- Organized and detail-oriented work style
- Ability to multitask and manage follow-ups efficiently
- Comfortable using AI tools and online platforms
- Professional, reliable, and able to work independently
Benefits
- Flexible Schedule