Remotely
excelcrmgoogle sheetshubspotcalendar managementgoogle docsinbox managementopenphone
Job Description
📋 Description
- Manage founder's calendar and inbox daily, prioritizing items with urgency.
- Own each step of client transaction flow through completion.
- Maintain/update client and deal records in CRM (HubSpot).
- Handle written and remote oral communication with high-net-worth clients.
- Prepare client-facing materials and internal tracking in spreadsheets/docs.
- Flag issues and escalate only when needed; follow defined processes.
🎯 Requirements
- Strong written and remote oral communication for international clientele.
- Proficiency with Excel/Google Sheets and Word/Docs.
- CRM experience required; HubSpot preferred.
- Excellent calendar and inbox management skills.
- High attention to detail and independent work style.
- Ability to set up and use a business phone line for international calls.
🎁 Benefits
- 100% REMOTE
- $50 birthday bonus
- $200 testimonial bonus
- NO TRACKER. NO PROBLEM