Original listing text, shown exactly as published by the company.
About the Role
You will support leadership and the sales team in managing pipeline activity, maintaining CRM accuracy, coordinating billing workflows, and strengthening client relationships.
This is a growth-facing role, meaning your day-to-day work will be closely tied to
- Sales tracking
- Client communication
- Candidate coordination
- Revenue-support processes
Strong communication skills, attention to detail, and the ability to move quickly without sacrificing accuracy are critical.
What You’ll Do
Sales & CRM Support
- Manage and update HubSpot CRM (pipeline tracking, deal stages, notes, tasks)
- Ensure accurate and up-to-date sales records
- Assist with tracking KPIs and sales reporting
- Prepare meeting notes and follow-ups from sales calls
- Monitor deal progress and flag delays or gaps
Billing & Revenue Coordination
- Support billing coordination using Anchor (or similar billing system)
- Track invoices and payment status
- Follow up on outstanding items when needed
- Maintain organized financial records related to client billing
Candidate & Hiring Support
- Conduct initial pre-interviews with candidates
- Screen applicants based on defined criteria
- Coordinate interview scheduling
- Communicate next steps clearly to candidates
- Maintain candidate status tracking
Client Relationship & Communication
- Draft and send professional client emails
- Participate in Zoom calls when needed
- Support client onboarding coordination
- Assist with client engagement initiatives (e.g., sending appreciation gifts, milestone recognition)
- Maintain organized client communication records
Administrative & Operational Support
- Manage leadership calendar coordination as needed
- Track tasks and deadlines across teams
- Prepare summaries, reports, and internal documentation
- Support process improvements to streamline operations
What You’ll Bring
- 2+ years experience in Executive Assistant, Sales Support, or Operations roles
- Experience using CRM systems (HubSpot preferred)
- Strong written and verbal English communication skills
- Comfortable speaking with clients via Zoom and email
- Highly organized with strong follow-through
- Detail-oriented with ability to manage multiple moving parts
- Comfortable working in EST business hours
- Proactive, solution-focused mindset
The Ideal Candidate
- Thrives in structured but fast-moving environments
- Anticipates needs before being asked
- Communicates clearly and confidently
- Is comfortable being involved in revenue-facing activities
- Takes ownership and moves tasks forward independently
Nice-to-Have
- Experience supporting sales or growth teams
- Exposure to billing or invoicing platforms
- Experience in recruitment coordination or pre-screening candidates
- Background in startup or fast-paced remote teams
