Description

This role is ideal for someone who enjoys administrative support, online research, CRM management, and professional communication. The right candidate is proactive, dependable, tech-savvy, and capable of working independently with minimal supervision.

Key ResponsibilitiesCRM Data Entry & Management

• Enter, update, and maintain accurate records within Zoho CRM
• Track follow-up activities and maintain organized client/prospect information
• Ensure data integrity and completeness at all times

Online Research

• Conduct business, market, and prospect research using Perplexity Pro and other web resources
• Compile and summarize findings into clear, actionable summaries
• Assist with gathering information for executive communications and outreach

Executive Email Support

• Draft and personalize professional outbound emails using templates
• Adapt messaging and tone appropriately for different audiences
• Assist with written correspondence and follow-up communication

Administrative Support

• Organize digital documents and files
• Schedule reminders and follow-up tasks within the CRM
• Assist with additional administrative and coordination tasks as needed

Required Qualifications

• Minimum of 5 years of administrative, executive assistant, or office support experience
• Experience with Zoho CRM or similar CRM platforms such as Salesforce or HubSpot
• Strong written and verbal communication skills
• Comfort conducting online research and synthesizing findings into actionable summaries
• High attention to detail and accuracy in data entry
• Strong organizational and time management skills
• Ability to work independently with minimal oversight
• Reliable, punctual, and professional demeanor
• Comfortable working with cloud-based software and online research tools

Preferred Qualifications

• Prior experience supporting C-suite or senior-level executives
• Familiarity with Perplexity Pro or AI-assisted research tools
• Experience with Zoho suite products, including Zoho Mail and Zoho CRM
• Background in business development, healthcare, consulting, or professional services environments

Work Environment & Schedule

• This position is not remote. Candidates must be able to commute to the San Marco area 3–4 days per week
• Start and end times are negotiable within the 8:00 AM – 5:00 PM window
• Consistent weekly scheduling will be coordinated with the selected candidate
• Professional, low-pressure office environment focused on collaboration, quality work, and minimal micromanagement

We are looking for someone polished, dependable, and capable of contributing immediately in a professional office setting.