Executive Assistant/Operations Support
New
C
CoconutReal estate
Location: Philippines, 10 AM Pacific timePart-Time
SalaryAt least 750 USD per month
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Job Details
- Languages
- English
- Required Skills
- ShopifyQuickBooksCanvaCRM
Requirements
- Strong customer service aligned with a luxury brand experience
- CRM experience
- Some sales administration experience
- English Proficiency Rating - You will need to enter your CEFR English proficiency level in the application form.
- Create your Coconut VA profile using this template: Coconut VA Profile Template
- 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application.
Responsibilities
- Capture leads from all channels and enter them into Stageforce/CRM so no leads are lost
- Organize and categorize inbound leads inside the CRM
- Respond to new leads quickly, ideally same day or next day, to keep them warm in a fast-moving real estate environment
- Call or follow up with leads after form submissions to gather missing details and make the first point of contact
- Qualify and filter leads so Dani only spends time on stronger-fit prospects
- Create soft proposals in Canva using Dani’s existing template and criteria
- Send proposals and manage follow-up communication after proposals go out
- Track accepted proposals and support next steps once clients sign and pay
- Handle contract renewal outreach for staged homes coming up on end dates, including checking whether to send an extension invoice or schedule destaging pickup
- Support basic invoicing and admin follow-up tied to signed projects and renewals
- Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity
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