Executive Assistant/Operations Support

Job Description

REQUIREMENTS

• Proven experience with CRM management and sales administration
• Strong customer service skills aligned with a luxury brand experience
• Proficiency in Canva and Outlook
• Experience with QuickBooks and eSignly
• Familiarity with Shopify
• High level of English proficiency

Preferred

• Experience using Stageforce
• Ability to pull reports and perform basic data handling
• Familiarity with AI tools such as Claude
• Experience with basic invoicing and landing page setup

RESPONSIBILITIES

• Capture, organize, and categorize inbound leads within the CRM to ensure no opportunities are lost
• Respond to new leads promptly to maintain engagement in a fast-paced real estate environment
• Qualify and filter leads to ensure high-quality prospects are prioritized
• Create soft proposals using Canva templates and manage follow-up communications
• Track accepted proposals and support the transition from signing to payment
• Handle contract renewal outreach and manage extension invoices or destaging pickups
• Support basic invoicing and administrative follow-up for signed projects
• Assist with light landing page or Shopify setup for future product lines as needed

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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