Executive Sales Assistant

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

📋 Description

• Maintain precise and current records within Monday CRM.

• Ensure that sales opportunities are advancing through the pipeline and that key stages are accurately updated.

• Hold sales team members accountable for maintaining CRM integrity and activity updates.

• Monitor pipeline activity and proactively follow up with sales team members regarding any missing information, overdue actions, or stalled opportunities.

• Generate and sustain sales reports, dashboards, and pipeline summaries.

• Ensure that CRM data remains highly accurate, complete, and consistently refreshed.

• Manage and prioritize a high volume of inbound and outbound email communications.

• Draft professional sales emails, follow-up messages, and client communications on behalf of the sales team.

• Coordinate prompt responses to client inquiries, opportunities, and internal requests.

• Maintain organized communication workflows to ensure that no follow-ups or actions are overlooked.

• 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.

• Assist the sales team with daily administrative tasks.

• Aid in meeting preparation, note-taking, and action tracking.

• Organize documentation, proposals, and sales-related materials.

• Help manage workflows, reminders, and task completion across the sales team.

• Identify opportunities for enhancing sales processes and operational efficiency.

• Support the implementation and ongoing optimization of Monday CRM processes.

• Help maintain sales resources, templates, and collateral.

• Assist with reporting and KPI tracking.

• Utilize AI tools and automation platforms in daily tasks to enhance productivity, communication quality, reporting, and workflow efficiency.

• Provide recommendations to boost sales productivity and pipeline visibility.

⛳️ Requirements

• Proven experience as an Executive Assistant, Sales Executive Assistant, Sales Support Specialist, CRM Administrator, Customer Success Coordinator, or a related role.

• Demonstrated ability to manage large volumes of emails, tasks, and competing priorities in a dynamic environment.

• Strong organizational skills with exceptional attention to detail.

• Excellent written communication and professional email drafting abilities.

• Capability to work independently while maintaining a high level of accountability.

• Confidence in working with sales professionals and holding team members accountable for adhering to processes.

• Strong proficiency in CRM systems and business software.

• Must actively use AI tools (e.g., ChatGPT, Claude, Gemini, Copilot, or similar) in their daily workflow for communication, organization, reporting, or productivity tasks.

• Highly skilled at keeping CRM systems organized, accurate, and consistently maintained.

• **Highly Desirable**

• Experience with Monday CRM or Monday.com.

• Experience supporting B2B sales teams.

• Understanding of sales pipelines, lead management, and opportunity tracking.

• Experience in creating reports and dashboards.

• Background in recruitment, staffing, outsourcing, professional services, or consulting is a strong plus.

🏝️ Benefits

• Comprehensive training and professional development opportunities.

• Collaborative and supportive work environment.

• Opportunities for career advancement within the organization.

• Flexible work schedule and remote work options.

• Competitive salary and benefits package.