# Executive Assistant/ CRM and wordpress Expert

> Remote VA · Philippines (Remote) · Part-time · Posted 2025-07-17

**Workplace:** remote

## Description

### 🧑‍💼 **Job Title: Executive Assistant – CRM & WordPress Expert (Remote)**

**Location:** Remote

**Hours:** Monday to Friday, 4AM – 8AM EST

### 📝 **Job Description**

We are seeking a **proactive**, **tech-savvy Executive Assistant** to streamline both administrative operations and web/CRM functionality. The ideal candidate will be responsible for customizing Salesforce, managing WordPress forms and pages, and supporting day-to-day operational tasks including invoicing, client communications, and calendar scheduling.

This role requires a self-starter who thrives on autonomy and can effectively collaborate with UK-based team members while handling multiple tools and systems.

### 🔧 **Key Responsibilities**

-   Build and customize WordPress forms and layouts
-   Customize and manage Salesforce CRM workflows and dashboards
-   Assist in client follow-ups, email communications, and scheduling meetings
-   Generate and manage invoices, receipts, and basic bookkeeping entries
-   Coordinate between departments for task updates and completion
-   Identify and suggest automation opportunities using tools like Make.com or Zapier
-   Maintain data accuracy across systems and support data migration projects

### 💼 **Qualifications**

-   Proven experience in WordPress website management and customization
-   Advanced knowledge of Salesforce (or similar CRM platforms like Pipedrive)
-   Familiarity with Make.com or Zapier is a strong advantage
-   At least 2 years’ experience in executive or virtual assistance
-   Excellent communication skills—both written and verbal
-   Strong time management and ability to work independently
-   Ability to handle sensitive data with confidentiality and discretion
-   Comfortable collaborating during UK time zone hours

### 💻 **Technical Skills**

-   WordPress (Forms, Plugins, Page Editing)
-   Salesforce or equivalent CRM tool
-   Google Workspace (Gmail, Calendar, Sheets, Docs)
-   Basic bookkeeping or invoicing tools
-   Automation platforms (Make.com, Zapier – optional)

## Apply

[Apply at Remote VA](https://apply.workable.com/remote-va/j/098DE2804F/apply)

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