Cloud Accountant Staffing

Executive Assistant – Growth and Sales Support

Cloud Accountant Staffing

contract

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 $1,000 - $1,500 per month

About the role

  • Manage and update HubSpot CRM (pipeline tracking, deal stages, notes, tasks)
  • Ensure accurate and up-to-date sales records
  • Assist with tracking KPIs and sales reporting
  • Prepare meeting notes and follow-ups from sales calls
  • Monitor deal progress and flag delays or gaps
  • Support billing coordination using Anchor (or similar billing system)
  • Track invoices and payment status
  • Follow up on outstanding items when needed
  • Maintain organized financial records related to client billing
  • Conduct initial pre-interviews with candidates
  • Screen applicants based on defined criteria
  • Coordinate interview scheduling
  • Communicate next steps clearly to candidates
  • Maintain candidate status tracking
  • Draft and send professional client emails
  • Participate in Zoom calls when needed
  • Support client onboarding coordination
  • Assist with client engagement initiatives (e.g., sending appreciation gifts, milestone recognition)
  • Maintain organized client communication records
  • Manage leadership calendar coordination as needed
  • Track tasks and deadlines across teams
  • Prepare summaries, reports, and internal documentation
  • Support process improvements to streamline operations

Requirements

  • 2+ years experience in Executive Assistant, Sales Support, or Operations roles
  • Experience using CRM systems (HubSpot preferred)
  • Strong written and verbal English communication skills
  • Comfortable speaking with clients via Zoom and email
  • Highly organized with strong follow-through
  • Detail-oriented with ability to manage multiple moving parts
  • Comfortable working in EST business hours
  • Proactive, solution-focused mindset
Benefits
  • Competitive monthly USD compensation
  • Fully remote work environment
  • Direct exposure to leadership and growth strategy
  • Opportunity to expand into Sales Operations or Growth roles
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM managementsales reportingKPI trackingbilling coordinationinvoice trackingcandidate screeninginterview schedulingtask managementprocess improvement
Soft Skills
strong written communicationstrong verbal communicationhighly organizeddetail-orientedproactive mindsetsolution-focusedfollow-throughclient engagementteam collaboration