Executive Assistant
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.
* Maintain accurate and organized customer, project, and operational records.
Administrative & Operational Support
* 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.

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.
* Comfortable learning and working across multiple software platforms and business systems.
* Solid spreadsheet, Google Workspace, email, and data-management skills.
* 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 shift

📌 Team Assistant/ Assistant (India)
🏢 Clerk-Tech
📍 India