Job Description: Executive Assistant

Key Responsibilities

Sales & Lead Management

- Follow up with current and past sales leads and ensure no opportunity 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 Job Tread 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, skilled, 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.
- Quick Books 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.
- Quick Books 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

Salary- 4-4.2 LPA

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