Executive Assistant – Sales Force

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Teamficient

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

🤝 B2B

B2B • Healthcare

Teamficient is a woman- and minority-owned company that provides managed remote-office solutions and dedicated virtual assistants to businesses. They supply trained, bilingual remote professionals and managed teams with US-based account managers, offering services such as administrative support, customer support, bookkeeping, technical support, and specialty support for driving schools and healthcare practices (including EHR support, patient scheduling, prescription coordination, and HIPAA/privacy training). Teamficient operates managed remote call centers, emphasizes training and security, and offers month-to-month engagements to help businesses scale and offload routine tasks.

📋 Description

• Provide day-to-day administrative support to management and internal teams. • Prepare, organize, and maintain business documents, reports, and correspondence. • Schedule meetings, manage calendars, and coordinate appointments. • Maintain accurate filing systems and company records. • Manage and maintain customer and business records within Salesforce CRM. • Update leads, contacts, accounts, opportunities, and case records. • Ensure data accuracy, completeness, and integrity within the CRM. • Generate Salesforce reports and dashboards to support business operations. • Assist with data imports, exports, and record management. • Support users with Salesforce-related administrative tasks. • Prepare operational reports and performance summaries. • Monitor data quality and resolve discrepancies. • Maintain confidential business information with a high level of accuracy. • Coordinate with internal departments to ensure smooth workflow and timely completion of tasks. • Respond professionally to internal and external inquiries. • Support cross-functional teams with documentation, follow-ups, and project coordination. • Identify opportunities to improve administrative processes and workflow efficiency.

🎯 Requirements

• Bachelor's degree in Business Administration, Management, or a related field. • 2+ years of experience in an Administrative Executive, Administrative Coordinator, or similar role. • Hands-on experience using Salesforce CRM. • Excellent proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook). • Strong organizational, multitasking, and time-management skills. • Excellent written and verbal English communication skills. • High attention to detail and strong problem-solving abilities. • Ability to work independently in a remote environment. • Preferred: Experience supporting sales, operations, or customer success teams. • Knowledge of CRM reporting and dashboard creation. • Experience with Google Workspace and project management tools such as Asana, Monday.com, ClickUp, or Trello. • Experience working with U.S.-based companies or international teams.

🏖️ Benefits

• Work remotely with a collaborative and supportive international team. • Gain experience with industry-leading CRM technology. • Opportunities for professional growth and career development. • Dynamic work environment with exposure to cross-functional business operations. • Competitive compensation based on experience and qualifications.