Sales Executive Assistant

We are seeking an experienced Sales Executive Assistant with strong expertise in CRM management, sales operations, and executive assistance to support a leading global crypto research and strategy platform. This role focuses on sales enablement, pipeline management, scheduling, follow-ups, member onboarding, and improving sales processes.

This is a full-time, fully remote role supporting the COO, Head of Sales, and sales team to streamline sales operations and support revenue growth. We are particularly interested in upper-mid-level to senior candidates who can work independently, take ownership of sales administration, and bring experience supporting international clients, especially those based in Australia and/or the United States.

Your Client

You'll be supporting a leading global crypto research and strategy platform founded in 2020, trusted by thousands of investors worldwide to simplify and demystify crypto investing. The company helps everyday investors and high-net-worth members build wealth with confidence through independent research, education, and one of Australia's most active investing communities. It also works with established industry partners, including Coinbase, Swyftx, and CoinSpot.

To Be Successful in This Role, You Must Have:

• At least 5 years of relevant experience in sales administration, sales operations, executive assistance, or senior-level virtual assistance, ideally supporting a subscription-based or membership business.
• Proven experience supporting international clients, particularly those based in Australia and/or the United States, with an understanding of their business practices and communication standards.
• Strong hands-on CRM expertise, preferably with Pipedrive, including managing sales pipelines, deal stages, activities, follow-up sequences, reporting, and pipeline performance.
• Excellent written and spoken English, with the confidence to communicate professionally with international prospects, members, and senior stakeholders by phone and in writing.
• Demonstrated experience supporting sales teams and executives, including coordinating sales activities, managing competing priorities, tracking performance, and ensuring timely follow-ups.
• Strong analytical and reporting skills, with the ability to monitor booking rates, show-up rates, conversion rates, follow-up completion, and progress against sales targets.
• Excellent organisation and attention to detail, with the ability to manage complex schedules, maintain accurate records, and ensure all tasks and opportunities are followed through.
• A proactive and solutions-oriented mindset, with the ability to identify bottlenecks, recommend improvements, and independently manage responsibilities with minimal supervision.
• Experience improving sales processes and workflows, including developing templates, maintaining trackers, streamlining administrative tasks, and implementing automations where appropriate.
• Strong judgement and discretion when handling confidential member, financial, commercial, and executive information.
• Ability to work independently in a fully remote environment, manage deadlines, and maintain reliable communication and productivity during agreed working hours.

Desirable:

• Experience with Metorik, JustCall, Calendly or Intercom.
• Experience supporting a high-volume outbound or inbound call-based sales team.
• Exposure to financial services, investing, crypto, education or professional membership businesses.
• Experience building or improving sales processes, templates or automations.
• Experience working with Australian-based teams and clients.

Some of the Activities You Will Be Involved In:

CRM and Pipeline Management

• Manage Pipedrive CRM, including deal stages, contact records, activities, and next actions.
• Maintain accurate CRM data, update deals promptly, and ensure every open deal has a clear next step and due date.
• Conduct pipeline audits, identify stalled deals, and escalate issues with recommendations.
• Prepare weekly and monthly pipeline and activity reports.

Scheduling and Call Logistics

• Manage sales call scheduling, calendars, and availability through Calendly.
• Confirm bookings, send reminders, and rebook cancellations and no-shows.
• Coordinate Google Meet links, invitations, agendas, and pre-call materials.
• Prepare daily sales call schedules with relevant prospect history and objectives.

Calling, Texting and Follow-Up

• Conduct outbound follow-up calls and send text messages using JustCall.
• Run structured follow-up sequences by call, text, and email.
• Handle inbound calls and messages, answering straightforward queries and routing sales opportunities to the sales team.
• Maintain personalised communication templates and accurate contact records.

Member Onboarding and Platform Administration

• Send and track onboarding links, manage platform access, and maintain accurate member records in Metorik.
• Monitor subscriptions, payments, renewals, cancellations, and refunds, escalating issues when required.
• Assist with account access, plan changes, and billing queries.
• Ensure a smooth handover from closed sale to onboarded member.

Post-Call Follow-Up and Written Communication

• Write personalised post-call emails reflecting discussions and agreed next steps.
• Prepare and send proposals, pricing summaries, membership information, and supporting materials.
• Maintain professional written communication with prospects and members.
• Follow up on unanswered communications professionally and persistently.

End-of-Month Sales Support

• Coordinate end-of-month follow-ups, open deals, pricing discussions, and second-call bookings.
• Build and maintain prioritised target lists based on deal value and likelihood to close.
• Track monthly targets, identify gaps early, and increase follow-up and booking activity in line with the agreed plan.
• Prepare end-of-month summaries covering closed deals, slipped opportunities, and carryover items.

Executive Assistant Duties

• Provide executive support through diary management, meeting scheduling, travel coordination, and inbox triage.
• Prepare agendas, take meeting notes, track action items, and follow up on commitments.
• Prepare and format documents, reports, presentations, and correspondence.
• Manage expenses, invoices, subscriptions, and related administration.
• Research prospects, partners, competitors, and market topics, and prepare briefing notes.
• Coordinate between the sales team and other business functions.

General Admin and Projects

• Manage administrative projects and coordination as requested by the sales team and leadership.
• Own assigned projects from brief to completion, including timelines and stakeholder follow-ups.
• Maintain and improve internal trackers, templates, checklists, and documentation.
• Support data entry, list building, data cleaning, and reporting.
• Identify opportunities to improve sales processes through better tools and automation.
• Provide flexible support across other operational needs as they arise.

Benefits of Working With Us:

• HMO coverage plus one free dependent from day one
• Life and Accidental Death Insurance with critical illness coverage
• Dental care benefits
• Fixed weekends off
• 15 days of annual leave credits
• Work equipment provided
• Fixed day shift schedule
• Birthday lunches
• Employee Appreciation Day getaway party!
• Welcome gift on your first day!

If you're looking to elevate your career while enjoying exceptional benefits, this position is ideal for you! Don’t wait — apply today!

Benefits:

• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Promotion to permanent employee
• Work from home

Work Location: Remote