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End-to-End Virtual Staffing Solutions | Hire Simply, Scale Quickly
Executive Virtual Assistant, CRM & Sales Operations Support
Location
Worldwide
Posted
82 days ago
Salary
0
Seniority
Senior
Job Description
Executive Virtual Assistant, CRM & Sales Operations Support
20four7VA
• Manage and update contact records within HubSpot CRM • Clean and validate CRM database entries to ensure data accuracy • Review leads and verify information through company websites and online sources • Categorize leads based on predefined qualification tiers • Maintain organized lead lists and sales tracking information • Convert meeting notes, voice notes, and rough sales notes into clean CRM updates and polished follow-up communications • Assist with sending follow-up emails to prospects and clients • Convert sales notes into professional follow-up communications • Support the executive with administrative tasks related to client onboarding and documentation • Respond to routine client emails when appropriate • Research car dealerships and identify qualified prospects • Evaluate businesses based on company size, inventory, and operational scale • Create prioritized prospect lists for the sales executive • Identify high-value targets based on defined business criteria • Assist with planning daily sales routes using Badger Maps • Build optimized visit routes for the executive to maximize field efficiency • Prepare prospect visit lists for scheduled travel days • Suggest improvements for CRM organization and workflow efficiency • Identify opportunities for better tracking, categorization, or automation within the CRM
Job Requirements
- Previous experience as a Virtual Assistant, Executive Assistant, or Administrative Assistant
- Experience working with CRM systems (HubSpot preferred)
- Strong research and data validation skills
- Excellent written English communication skills
- Highly organized with strong attention to detail
- Ability to work independently and manage tasks with minimal supervision
- Comfortable using AI tools such as ChatGPT for drafting communications
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
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• Manage and organize executive calendars, meetings, and appointments. • Coordinate internal and external meetings, including preparing agendas and meeting notes. • Handle email inbox management and respond to routine correspondence on behalf of executives. • Arrange travel bookings, itineraries, and accommodation when required. • Assist with project coordination and follow-ups across teams. • Prepare reports, presentations, and documents for executive meetings. • Maintain confidential records and sensitive company information. • Support operational and administrative processes to ensure smooth day-to-day executive workflow. • Assist with CRM updates, task tracking, and internal systems where necessary.
Role Description We are looking for a highly organized Executive Assistant to support senior leadership in a fast-paced remote environment. This role is ideal for someone with strong administrative, communication, and project coordination skills who enjoys helping executives stay organized, efficient, and focused on high-level priorities. The ideal candidate has experience in remote executive support, calendar management, travel coordination, and cross-team communication, and thrives in a detail-oriented, proactive role. - Manage and organize executive calendars, meetings, and appointments. - Coordinate internal and external meetings, including preparing agendas and meeting notes. - Handle email inbox management and respond to routine correspondence on behalf of executives. - Arrange travel bookings, itineraries, and accommodation when required. - Assist with project coordination and follow-ups across teams. - Prepare reports, presentations, and documents for executive meetings. - Maintain confidential records and sensitive company information. - Support operational and administrative processes to ensure smooth day-to-day executive workflow. - Assist with CRM updates, task tracking, and internal systems where necessary. Qualifications - 2+ years of experience as an Executive Assistant, Virtual Assistant, or Administrative Assistant. - Strong organizational and time management skills. - Excellent written and verbal communication skills. - Experience managing calendars and coordinating meetings across time zones. - Proficiency with tools such as Google Workspace, Microsoft Office, Slack, Zoom, and project management platforms (Asana, Notion, Trello, or similar). - Ability to work independently in a fully remote environment. - High attention to detail and strong problem-solving skills. - Professional discretion when handling confidential information. Benefits - 💻 Fully Remote: Work from anywhere with international teams. - 🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services. - 🤝 Peer Community: Connect with high-performing sales professionals in our network. - 🧭 Ongoing Support: Receive guidance from Huzzle before and after placement. - 💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals.
Executive Assistant to CEO – Operations, AI-Enabled
Creative AnalyticsMinority and Women-Owned digital agency & management consulting firm trusted by 18000+ businesses nationwide since 2005.
• Own calendar management end-to-end: scheduling, confirmations, reschedules, declines, buffers, and time zone hygiene • Manage the CEO inbox with structured triage and escalation rules • Enforce meeting standards: agendas where required, pre-reads when appropriate, and clear outcomes • Convert meeting outcomes into durable artifacts: decision recorded, owner named, next step dated, success criteria stated • Maintain organized templates, checklists, and reference materials so work is repeatable and consistent.
• Manage and protect the executive’s calendar, prioritizing key commitments • Coordinate business and personal appointments to create flow and reduce conflicts • Send reminders and background context ahead of introductory meetings • Proactively manage scheduling changes and adjust priorities as needed • Provide building access instructions when guests are visiting the office • Book and coordinate reservations for breakfast, lunch, or dinner meetings, including calendar invitations with location and parking details • Book flights, hotels, and ground transportation for business and occasional personal travel • Create organized and easy-to-follow travel itineraries, as well as inputting details into Outlook Calendar • Anticipate potential travel disruptions and proactively manage changes • Track and organize documents, reports, and internal information in OneDrive, Excel, and Notion • Maintain light accounting support including expense tracking, receipt management, and simple reconciliations • Assist with additional administrative or operational tasks as needed



