Virtual Coworker

Virtual Coworker

·last month

Executive assistant for a facilities services in the us (home based full time)

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Location

remote, United States

Commitment

Full Time

Level

No Skills

Required skills

Email ManagementCustomer ServiceAppointment SchedulingQuotation PreparationInvoicingAccounts AdministrationCRM ManagementHubSpotDiary ManagementSchedulingAdministrative SupportAI ToolsChatGPTProcess ImprovementDocument OrganizationStakeholder Liaison

Job Description

  • Manage incoming emails and respond to customer enquiries.
  • Answer and make customer phone calls.
  • Book surveys, installations, and service appointments.
  • Prepare quotations using company templates.
  • Raise invoices and assist with accounts administration.
  • Follow up on outstanding quotations and payments.
  • Update and maintain the CRM (HubSpot).
  • Manage diaries and engineer schedules.
  • Liaise with customers, suppliers, and manufacturers.
  • Organise documents, spreadsheets, and business records.
  • Provide administrative support to the Managing Director.
  • Use AI tools, including ChatGPT, to improve productivity and streamline workflows.
  • Identify and implement opportunities to improve systems and processes.

Ready to join the team?

Apply now

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