Executive Assistant/Operations Support

Responsibilities

• Capture, organize, and categorize inbound leads within the CRM to ensure no opportunities are lost
• Respond to new leads promptly to maintain engagement in a fast-paced real estate environment
• Qualify and filter leads to ensure high-quality prospects are prioritized
• Create soft proposals using Canva templates and manage follow-up communications
• Track accepted proposals and support the transition from signing to payment
• Handle contract renewal outreach and manage extension invoices or destaging pickups
• Support basic invoicing and administrative follow-up for signed projects
• Assist with light landing page or Shopify setup for future product lines as needed

Requirements

• Proven experience with CRM management and sales administration
• Strong customer service skills aligned with a luxury brand experience
• Proficiency in Canva and Outlook
• Experience with QuickBooks and eSignly
• Familiarity with Shopify
• High level of English proficiency

Preferred Qualifications

• Experience using Stageforce
• Ability to pull reports and perform basic data handling
• Familiarity with AI tools such as Claude
• Experience with basic invoicing and landing page setup

Benefits

• Competitive salary and 13th-month pay
• 12 days of Paid Time Off (PTO) and 12 paid US holidays
• Comprehensive healthcare and life insurance
• Maternity and paternity leave
• Mental health support and wellness resources
• Milestone gifts, birthday treats, and exciting team experiences

About the Company

Coconut connects founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins: clients achieve their goals, and our virtual professionals find purpose and growth in their work.