Executive Assistant / Sales Assistant

Summary

Join our team as a proactive and organized Executive Assistant / Sales Assistant to support our sales team by managing administrative and sales pipeline tasks. This role is crucial for freeing up sales executives to focus on high-value activities, ultimately driving growth. You will manage inboxes, prepare agendas, review tasks in Pipedrive CRM, handle administrative duties, coordinate pre-inspections, compile weekly metrics, and learn our tools and workflows. This is a full-time, remote position with unlimited PTO and a focus on professional development.

Requirements

• 2+ years of experience in an executive assistant, sales support, or operations role
• Strong organizational and planning skills
• Excellent written and verbal English communication ( native/near-native accent required )
• Proactive, detail-oriented, and dependable
• Fast learner who takes initiative and follows through
• Comfortable using CRMs and productivity tools
• Able to work independently, stay accountable, and manage multiple tasks with precision

Responsibilities

• Manage sales executive’s inbox and communications
• Prepare daily agenda and action items
• Review and complete tasks in Pipedrive CRM
• Handle general administrative duties
• Create projects in CompanyCam
• Measure roofs using Daft Logic and take screenshots
• Upload measurement data into Acculinks
• Keep tabs on key metrics and client scorecards
• Compile and enter weekly metrics into Bloom (dashboard tool for EOS)
• Take ownership of inbox and Pipedrive management
• Learn tools, workflows, and key systems
• Collaborate with the sales team and shadow calls/meetings
• Begin executing daily workflow with guidance from leadership

Preferred Qualifications

• Familiarity with the roofing or construction industry
• Experience working with remote sales teams
• Previous use of EOS or similar operational frameworks

Benefits

Unlimited PTO (via Notion) – 2 weeks’ notice appreciated