Job Description: Executive Assistant

Key Responsibilities

Sales & Lead Management
Follow up with current and past sales leads and ensure no prospect 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, qualified, 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/invo

📌 Administrative Assistant Kolasib (India)
🏢 Clerk-Tech
📍 India