Executive Sales Assistant

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🔥 2 minutes ago

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Logo of Pear Tree.

Pear Tree.

1 - 10 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

📋 Description

• Maintain accurate and up-to-date records within Monday CRM. • Ensure sales opportunities are progressing through the pipeline and key stages are updated correctly. • Hold sales team members accountable for maintaining CRM hygiene and activity updates. • Monitor pipeline activity and proactively follow up with sales team members regarding missing information, overdue actions, or stalled opportunities. • Generate and maintain sales reports, dashboards, and pipeline summaries. • Ensure CRM data remains highly accurate, complete, and consistently updated. • Manage and prioritise high volumes of inbound and outbound email communications. • Draft professional sales emails, follow-up messages, and client communications on behalf of the sales team. • Coordinate timely responses to client enquiries, opportunities, and internal requests. • Maintain organised communication workflows to ensure no follow-ups or actions are missed. • Support re-engagement campaigns for prospective clients and dormant opportunities. • Prepare email templates, case studies, and supporting materials for client outreach. • Coordinate follow-up activities to ensure opportunities continue progressing through the sales pipeline. • Support the sales team with day-to-day administrative tasks. • Assist with meeting preparation, note-taking, and action tracking. • Coordinate documentation, proposals, and sales-related materials. • Help manage workflows, reminders, and task completion across the sales team. • Identify opportunities to improve sales processes and operational efficiency. • Support the implementation and ongoing optimisation of Monday CRM processes. • Help maintain sales resources, templates, and collateral. • Assist with reporting and KPI tracking. • Use AI tools and automation platforms in day-to-day work to improve productivity, communication quality, reporting, and workflow efficiency. • Provide recommendations to improve sales productivity and pipeline visibility.

🎯 Requirements

• Proven experience as an Executive Assistant, Sales Executive Assistant, Sales Support Specialist, CRM Administrator, Customer Success Coordinator, or similar role. • Demonstrated ability to juggle large volumes of emails, tasks, and competing priorities in a fast-paced environment. • Strong organisational skills and exceptional attention to detail. • Excellent written communication and professional email drafting skills. • Ability to work independently while maintaining a high level of accountability. • Confidence working with sales professionals and holding team members accountable for process compliance. • Strong proficiency with CRM systems and business software. • Must be actively using AI tools (e.g., ChatGPT, Claude, Gemini, Copilot, or similar) in their day-to-day workflow for communication, organisation, reporting, or productivity tasks. • Highly skilled at keeping CRM systems organised, accurate, and consistently maintained. • **Highly Desirable** • Experience using Monday CRM or Monday.com. • Experience supporting B2B sales teams. • Understanding of sales pipelines, lead management, and opportunity tracking. • Experience creating reports and dashboards. • Experience in the recruitment, staffing, outsourcing, professional services, or consulting industry is a strong bonus.

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