Administrative Assistant

Clerk-Tech · India

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, professional, 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