Executive Assistant for Restaurant Software Company
We are seeking a proactive and highly organized Virtual Executive Assistant to support our team. This role will focus on managing sales follow-ups, handling correspondence, scheduling meetings, and assisting with light bookkeeping. You will be key in ensuring smooth operations by keeping leads engaged, maintaining accurate records, and helping with day-to-day administrative tasks.
Key Responsibilities:
• Contact free trialists via phone, email, and/or messaging to confirm previously scheduled meetings and/or reschedule meetings as necessary.
• Use Apollo, Instagram, and Facebook to enrich lead data and ensure we have accurate contact and company information.
• Schedule demos and client meetings.
• Maintain accurate lead data, update trialist status in Pipedrive, and track follow-ups.
• Handle executive scheduling and calendar management.
• Assist with light bookkeeping tasks, such as tracking expenses, managing invoices, and reconciling accounts.
• Support general administrative tasks to improve workflow efficiency.
Required Skills & Qualifications:
• Strong verbal and written communication skills.
• Willingness to pick up the phone, jump into meetings, and chat online to build rapport.
• Highly organized with strong attention to detail.
• Comfortable using Pipedrive, Intercom, Apollo.io, Instagram, Facebook, and Google Workspace (including Google Meets, Calendar, and Sheets).
• Familiarity with bookkeeping tools like Xero or QuickBooks is a plus.
• Prior experience in SaaS sales, customer success, or the restaurant industry is a huge bonus.
Offers
Hi Samuel.
I am Ivy Livingstone. I am excited about the opportunity to contribute as a Virtual Executive Assistant, bringing my expertise in administrative support, sales follow-ups, and lead management to your team. My background in customer service, calendar management, and client communication aligns well with the responsibilities outlined in the role.
Why I’m a Strong Fit:
Sales Follow-Ups & Client Engagement:
I have experience managing customer interactions via email, phone, and chat. In my previous roles, I nurtured client relationships, ensured timely follow-ups, and scheduled meetings to maintain engagement and conversion.
Lead Data Management & CRM Tools:
I am comfortable using Google Sheets, Trello, ClickUp, and Monday.com for tracking leads and managing workflows. I have experience researching leads, organizing client data, and maintaining CRM records to ensure accuracy and efficiency.
Calendar & Meeting Management:
I have scheduled and coordinated meetings for executives, ensuring that agendas, reminders, and follow-ups were well-organized. I am proficient in Google Calendar, Zoom, and Google Meet for seamless scheduling.
Administrative Support & Organization:
With a background in virtual assistance, research, and data entry, I am skilled at handling executive correspondence, maintaining structured records, and optimizing workflows.
Bookkeeping & Expense Tracking:
I have experience managing invoices and expense reports using Google Sheets. While I haven’t used Xero or QuickBooks, I am a fast learner and can quickly adapt to new bookkeeping software.
I am proactive, detail-oriented, and ready to support your team in maintaining smooth operations. I would love to discuss how my skills can contribute to your business growth. Looking forward to the next steps!
Dear Samuel,
I’m excited to apply for the Virtual Executive Assistant position at your company. With a background in customer service and administrative support, I excel at managing tasks, staying organized, and building rapport with clients. While I haven’t worked with Apollo or bookkeeping software before, I’m highly motivated to learn and confident that my attention to detail and adaptability will help me succeed in this role. I’m passionate about helping businesses thrive and would love the chance to support your team.
Looking forward to hearing from you!
Warm Regards,
Evalyne