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

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