CRM Specialist + EA

Objective: Orchestrate & execute sales flow from inquiry to authorizing the release of the products.

Inquiry and Acquisition

• Answer the customer inquiry in Facebook and Instagram if the chatbot failed to address their questions and needs.
• Sales Pitch- Optional: To get commission
• Inform the Tech Manager/Inventory Specialist for a product demo request.

CRM Data Entry & Quotation

• Entry relevant customer details in CRM.
• Create a quotation.
• Ask for approval for the quotation.
• Send via email or Messenger, Telegram or Viber the approved quotation.
• Revise the quotation if needed.
• Update the customer’s CRM stage.
• Conduct follow calls and sms in coordination with Irish.
• Create a draft invoice for a confirmed Sales Order.
• Follow up for downpayment or full payment in coordination with Irish.
• Record the payment in the invoice.

Dispatch and Releasing

• Send the Picking Operations and the Paid Invoice to Inventory Specialists for product delivery.
• Follow up the delivery fulfillment with Inventory Specialist.
• Monitor stocks to be delivered and follow up Irish and Ben.
• Monitor inventory inbound and outbound.
• Monitor free stocks.

Secondary: Executive Assistant

• Meeting Support (The Organizer)
• Preparation: Gathering documents, reports, or presentations needed before a meeting.
• Note-Taking: Sitting in on key meetings to take minutes.
• Follow-Up: Tracking action items and reminding the team of deadlines after the meeting.
• Travel & Logistics (The Planner)
• Booking: Arranging flights, hotels, car rentals, and dining reservations.
• Itineraries: Creating detailed, step-by-step travel schedules.
• Administrative & Project Support (The Problem Solver)
• Expenses: Preparing and submitting expense reports or organizing receipts.
• Record Keeping: Organizing digital and physical files so they are easy to find.
• Ad-Hoc Tasks: Handling special projects, running light errands, or assisting with personal administrative tasks as needed.

Platforms:

• Odoo
• Meta Business Suite
• Telegram
• GMail

Pay: From Php19,630.00 per month

Benefits:

• Flexible schedule
• Opportunities for promotion
• Promotion to permanent employee

Ability to commute/relocate:

• Marikina: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• executive assistant: 1 year (Preferred)
• Administrative: 1 year (Preferred)

Location:

• Marikina (Preferred)

Willingness to travel:

• 100% (Preferred)

Work Location: Hybrid remote in Marikina