Executive Assistant – Operations Support

This is a fully remote position, open to applicants in Philippines.

📋 Description

• At Coconut, we bring together founders and businesses with exceptional remote talent while emphasizing meaningful and dependable partnerships.

• We believe that true success is achieved when all parties benefit.

• Clients reach their objectives, and our virtual professionals discover purpose and advancement in their roles.

• Position: Executive Assistant/Operations Support

⛳️ Requirements

• Capture leads from various channels and input them into Stageforce/CRM to ensure no leads are overlooked.

• Organize and categorize incoming leads within the CRM system.

• Respond to new leads promptly, ideally on the same or next day, to maintain their interest in a dynamic real estate market.

• Call or follow up with leads after form submissions to collect any missing information and establish the initial point of contact.

• Qualify and filter leads so Dani can focus on the most suitable prospects.

• Create soft proposals in Canva using Dani’s existing templates and criteria.

• Send proposals and manage follow-up communications once proposals are sent.

• Track accepted proposals and assist with next steps once clients have signed and made payments.

• Handle contract renewal outreach for staged homes nearing their end dates, including determining whether to send an extension invoice or schedule destaging pickup.

• Support basic invoicing and administrative follow-up related to signed projects and renewals.

• Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity.

• Strong customer service skills aligned with a luxury brand experience.

• Experience with CRM systems.

• Some experience in sales administration.

• Familiarity with Stageforce, though it is not mandatory.

• Basic invoicing experience.

• Comfort with generating reports and handling basic data.

• Familiarity with AI tools, including Claude.

• Ability to assist with simple landing page and Shopify setup.

• Natural communication skills on calls; should not come across as overly sales-driven.

🏝️ Benefits

• Competitive Salary – We appreciate your skills and experience with an excellent compensation package.

• 13th Month Pay – Enjoy an additional month’s salary—because who doesn’t appreciate a bonus?

• Paid Time Off – Recharge with 12 days of PTO to use as you wish—vacation, self-care, or simply a break!

• US Holidays Off – Benefit from 12 paid US holidays throughout the year.

• Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.

• Comprehensive Healthcare – We provide quality healthcare benefits for you and your family.

• Life Insurance – Our full-time HMO plan includes life insurance for added peace of mind.

• Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.

• Milestone Gifts & Birthday Treats – We celebrate your achievements and enhance your special day!

• Exciting Team Experiences – Enjoy island getaways, virtual town halls, and regional meetups—because work should be enjoyable too!

• Stay Connected – Be part of a supportive network where you can learn, grow, and connect with remarkable individuals.