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Executive Sales Assistant
Location
Philippines
Posted
3 days ago
Salary
₱30K - ₱40K / month
Seniority
Senior
Job Description
Executive Sales Assistant
Pear Tree.
• Maintain accurate and up-to-date records within Monday CRM. • Ensure sales opportunities are progressing through the pipeline and key stages are updated correctly. • Hold sales team members accountable for maintaining CRM hygiene and activity updates. • Monitor pipeline activity and proactively follow up with sales team members regarding missing information, overdue actions, or stalled opportunities. • Generate and maintain sales reports, dashboards, and pipeline summaries. • Ensure CRM data remains highly accurate, complete, and consistently updated. • Manage and prioritise high volumes of inbound and outbound email communications. • Draft professional sales emails, follow-up messages, and client communications on behalf of the sales team. • Coordinate timely responses to client enquiries, opportunities, and internal requests. • Maintain organised communication workflows to ensure no follow-ups or actions are missed. • Support re-engagement campaigns for prospective clients and dormant opportunities. • Prepare email templates, case studies, and supporting materials for client outreach. • Coordinate follow-up activities to ensure opportunities continue progressing through the sales pipeline. • Support the sales team with day-to-day administrative tasks. • Assist with meeting preparation, note-taking, and action tracking. • Coordinate documentation, proposals, and sales-related materials. • Help manage workflows, reminders, and task completion across the sales team. • Identify opportunities to improve sales processes and operational efficiency. • Support the implementation and ongoing optimisation of Monday CRM processes. • Help maintain sales resources, templates, and collateral. • Assist with reporting and KPI tracking. • Use AI tools and automation platforms in day-to-day work to improve productivity, communication quality, reporting, and workflow efficiency. • Provide recommendations to improve sales productivity and pipeline visibility.
Job Requirements
- Proven experience as an Executive Assistant, Sales Executive Assistant, Sales Support Specialist, CRM Administrator, Customer Success Coordinator, or similar role.
- Demonstrated ability to juggle large volumes of emails, tasks, and competing priorities in a fast-paced environment.
- Strong organisational skills and exceptional attention to detail.
- Excellent written communication and professional email drafting skills.
- Ability to work independently while maintaining a high level of accountability.
- Confidence working with sales professionals and holding team members accountable for process compliance.
- Strong proficiency with CRM systems and business software.
- Must be actively using AI tools (e.g., ChatGPT, Claude, Gemini, Copilot, or similar) in their day-to-day workflow for communication, organisation, reporting, or productivity tasks.
- Highly skilled at keeping CRM systems organised, accurate, and consistently maintained.
- Highly Desirable**
- Experience using Monday CRM or Monday.com.
- Experience supporting B2B sales teams.
- Understanding of sales pipelines, lead management, and opportunity tracking.
- Experience creating reports and dashboards.
- Experience in the recruitment, staffing, outsourcing, professional services, or consulting industry is a strong bonus.
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