Job Description
Role context, responsibilities, and expectations.
We are looking for an energetic and experienced Executive & Sales Assistant with Quickbooks experience who will help us with their daily operations, business, and personal-related tasks.
The Benefits
Work From Home
Performance and Referral Bonuses
Paid US Holidays and Time Offs
Health benefits
The Role
Calendar management via Front, Gsuite (i.e. booking meetings, Zoom calls, appointments, etc.)
Organizing Notion (or other similar project mgt. tool) Board (i.e tag in stakeholders that are involved, request additional info if it’s lacking, prioritize against other stakeholders, etc.)
Weekly Reporting and Data Entry - pull performance weekly & send it out to the team
Check with key stakeholders regularly to get feedback on team’s processes & understand where their teams are focused so we can get visibility into what may be coming. Must send weekly and monthly updates on client status.
Ability to work in Quickbooks for sending invoices, collecting payments, and troubleshooting
Ability to work in defined Notion page and playbook to manage client projects and tasks (not execution, but status updates)
Templated email outreach and response using Calendly or similar - client to provide templates/scripts and goals
Upload, organize, and update leads/opportunities into the CRM (Notion) or other tool provided by client
The Requirements
MUST-HAVE:
2+ years experience with G Suite a must-have
1+ years of experience with Notion or similar
1+ years of experience with Front or similar
1+ year of experience with Slack
1+ year of experience with Quickbooks
Google Sheets or Excel and experience is a must-have (intermediate experience)
Experience with Docusign or similar, Calendly or similar
Must be attentive to detail, problem solver, and complete deliverables promptly
Excellent English communication skills (both verbal and written)
Can work on the graveyard and/or mid-shift following the US Central Time