Job Description

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 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, 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. * 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 shift Salary- 4-4.2 LPA

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