Operations Assistant

Job Title: Operations Assistant
Location: Remote (Global)
Salary Range: up to 1500 USD

Work Schedule: Monday - Friday, 9 AM to 5 PM PST

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

Client Overview:

Sagan represents a rapidly growing agency specializing in generating high-quality leads for B2B clients through cold email outreach. Dedicated to providing custom shelving and storage solutions that transform spaces and improve lives, we are seeking a detail-oriented and proactive Operations Assistant to join our team. This role is integral to ensuring smooth operations and exceptional service delivery to our clients.

Ideal Candidate Profile:

The Operations Assistant will be responsible for a variety of administrative and operational tasks to support the efficiency and effectiveness of the company. The primary responsibilities include handling email communication, managing CRM processes, scheduling jobs, conducting post-job follow-ups, performing basic data entry, supporting the owner's calendar, and placing supplier orders.

The ideal candidate is a proactive and detail-oriented individual with prior experience in administrative or operational support. They possess excellent organizational and multitasking skills, are proficient in Google Suite, and have experience with CRM systems. They excel in communication, both written and verbal, and are capable of working independently as well as collaboratively within a team.

Key Responsibilities:

Email Management:

• Handle incoming and outgoing emails professionally and promptly.
• Respond to customer inquiries and coordinate with team members as needed.
• Ensure timely communication with clients, suppliers, and internal staff.

CRM Process Management:

• Own specific process steps within the CRM, such as scheduling jobs and updating customer records.
• Ensure accurate and timely data entry and record-keeping within the CRM system.
• Monitor CRM processes to ensure efficiency and resolve any issues that arise.

Post-Job Follow-Ups:

• Conduct post-job follow-up emails to ensure customer satisfaction.
• Perform basic data entry related to payments and job completion.
• Calculate and record bonuses based on job performance metrics.

Calendaring Support:

• Provide calendaring support for the owner, including scheduling meetings and appointments.
• Coordinate and manage the owners calendar to optimize time and efficiency.
• Ensure all scheduled activities are well-organized and prioritized.

Supplier Orders:

• Place orders with suppliers based on job requirements and inventory levels.
• Track order status and ensure timely delivery of materials.
• Communicate with suppliers to resolve any issues related to orders or deliveries.

Qualifications:

• Previous experience in an administrative or operations support role.
• Proficiency in Google Suite.
• Experience with CRM systems and the ability to learn a new CRM.
• Excellent organizational and multitasking skills.
• Strong communication skills, both written and verbal.
• Ability to work independently and collaboratively in a team environment.
• Detail-oriented with a high degree of accuracy in data entry and record-keeping.

Nice-to-Haves:

• Experience working with home services companies or franchises with ticket sizes of $5-10k, such as garages or closets.