Executive Assistance, Salesforce

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $700 - $800 / month

⏰ Full Time

🟢 Junior

👔 Executive

🚫👨‍🎓 No degree required

👻 Ghost score 2%

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Logo of Teamficient

Teamficient

11 - 50 employees

Founded 2020

📦 Logistics

📣 Marketing

✈️ Travel

Logistics • Marketing • Travel

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

• Manage inbound leads and maintain accurate Lead, Account, Contact, and Opportunity records • Update sales activities, opportunity stages, and customer interactions • Maintain CRM data accuracy and resolve duplicate records • Schedule meetings, demos, and client appointments • Manage email inboxes, calendars, and follow-up activities • Log calls, emails, notes, and tasks in Salesforce • Generate Salesforce reports and monitor the sales pipeline • Assist with sales forecasting and CRM data maintenance • Collaborate with team members to support daily sales operations

🎯 Requirements

• 1–3+ years of experience using Salesforce Sales Cloud • Strong knowledge of Leads, Accounts, Contacts, Opportunities, Tasks, and Activities • Experience supporting a U.S.-based B2B sales or customer service environment • Proficiency in Salesforce reports, dashboards, and pipeline management • Experience performing basic Salesforce administrative functions and data maintenance • Experience managing professional email and calendar scheduling • Excellent written and verbal English communication skills • Strong organizational, multitasking, and time management abilities • High attention to detail and commitment to maintaining accurate CRM data • Laptop or desktop with Windows 10/11 (64-bit) or macOS Monterey or later • Minimum Intel Core i5 (8th Gen), AMD Ryzen 5, or Apple M1 processor • 8 GB RAM minimum (16 GB preferred) • Reliable high-speed internet connection (100Mbps minimum) • Power backup (UPS or generator) and backup internet for uninterrupted work • Noise-canceling USB headset with a clear microphone • HD webcam for virtual meetings and client onboarding • Quiet and professional home workspace suitable for U.S. business hours

🏖️ Benefits

• SSS • PhilHealth • Pag-IBIG • Client-specific onboarding and workflow training provided

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