Job Description: Executive AssistantKey ResponsibilitiesSales & Lead Management* Follow up with current and past sales leads and ensure no chance is missed.* Manage and organize sales pipelines, lead stages, follow-up activities, and customer information.* Send customer communications and maintain consistent follow-up sequences.* Support sales administration and help keep opportunities moving through the pipeline.* Track lead status, next steps, and required actions within the CRM and other business systems.CRM, Systems & Process Management* Work within CRM systems, pipelines, automations, and other operational platforms.* Help build, maintain, and improve processes for capturing, organizing, and transferring information.* Learn and work across multiple software platforms, including JobTread and Skimmer.* Identify gaps, duplicated work, or missed handoffs and proactively recommend process improvements.* Maintain accurate and organized customer, project, and operational records.Customer Communication & Follow-Up* Respond to customer inquiries through email and other business communication channels.* Provide timely customer updates and coordinate information with the appropriate team member.* Request and coordinate customer reviews and follow-ups after relevant interactions.* Ensure customers receive accurate, professional, and timely communication.Administrative & Operational Support* Gather and organize information required for permits and permit requests.* Organize project photos, documentation, customer information,



and completed-project records.* Assist with service-side administrative tasks, work orders, and customer/project updates.* Support general administrative organization across the business and multiple leaders.* Help organize Google Drive files and business documentation.* Assist with spreadsheets, data entry, records, and other administrative processes.* QuickBooks Online or basic bookkeeping/invoice-entry experience is a strong bonus, but not the primary qualification.Skills & Qualifications* 2+ years of experience as a Virtual Assistant, Executive Assistant, Administrative Assistant, Sales Support Specialist, Customer Success/Support Specialist, or similar role.* Hands-on experience with CRM systems, sales pipelines, customer databases, and/or workflow automation.* Strong written and verbal communication skills with confidence handling customer follow-up.* Highly organized with strong attention to detail and the ability to manage multiple priorities.* Comfortable learning and working across multiple software platforms and business systems.* Strong spreadsheet, Google Workspace, email, and data-management skills.* Ability to work independently while coordinating with multiple leaders and departments.* Experience with similar service management platforms is an advantage.* QuickBooks Online or basic bookkeeping experience is a plus.* Construction, pool/service-industry, home-services, or project-based business experience is an advantage but not required.US shiftSalary- 4-4.2 LPA

📌 Administrative Assistant (Narela)
🏢 Clerk-Tech
📍 Narela