Operations Assistant

ROLE SUMMARY

The Operations Assistant will provide operations and administrative support, including supporting a partner and COO in sales administration. The role itself is heavy on data management and accounting administration.

SCHEDULE: 8 AM 5 PM Pacific Standard Time, Follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

· Transcribe interviews using Descript (a tool that creates a transcript itself using AI, but requires white-glove editing)

· Conduct data entry into Salesforce

· Perform light account administration tasks, such as reconciling expenses, data entry, and entering information into the Xero accounting software

· Convert cold emails (sales) into structured data inside of Salesforce, which involves extracting relevant info from an email and inputting the data into an opportunity in the system

· Respond to client emails

QUALIFICATIONS

· A Bachelors degree in the related field is an advantage

· Familiarity with the Descript tool is a bonus

· Knowledge of the following firm tools:

o Salesforce

o Microsoft 365

o Google Docs and products

o Xero

o Ramp credit card

o Notion

· Developer experience in Salesforce is a plus factor

· Experience in web design and advanced accounting knowledge is an advantage

· Experience in a multi-client environment

· Strong organization, oral and written communication skills

· Analytical skills with particular attention to detail

· Aptitude in data management, analytics, reporting preparation

· Ability to function in an autonomous environment independent worker, self-directed