Executive Secretary

About the role

Supports executives in managing leads, coordinating client engagements, and preparing documents. The role ensures timely follow-ups, accurate lead tracking, and smooth coordination with clients and internal stakeholders.

Key responsibilities

• Monitor and manage initial leads received
• Input and update leads in the Pipedrive system daily
• Reach out to leads based on the required 5-touch rule
• Schedule client appointments using Google Meet as the primary platform and Zoom as a secondary platform
• Monitor and generate weekly reports on contact and appointment rates for each lead
• Maintain accurate and updated communication records in Pipedrive
• Confirm receipt of proposals and ensure timely follow-ups
• Coordinate and schedule client walkthroughs
• Assist in drafting proposals, agreements, addendums, and account profiles
• Assist executives in coordinating with internal stakeholders

About you

• Bachelor's degree in any relevant field
• Experience as an Executive Secretary, Executive Assistant, or similar administrative role
• Strong note-taking, documentation, and organizational skills
• Excellent verbal and written communication skills
• Proficient in Microsoft Office and other business productivity tools
• Experience using CRM systems, preferably Pipedrive
• Familiarity with Google Meet, Zoom, and other online communication platforms
• Strong attention to detail and ability to manage multiple priorities
• Excellent coordination and interpersonal skills
• Able to work independently with minimal supervision