We are seeking an experienced Sales Executive Assistant with strong skills in CRM management, sales support, and executive assistance to support a leading global crypto research and strategy platform. The role focuses on sales enablement, pipeline management, scheduling, follow-ups, and member onboarding. Experience with Pipedrive is highly desirable but not essential.

This is a full-time, 100% onsite role in Cebu Business Park, Cebu City, working closely with the COO, Head of Sales, and sales team to streamline sales operations and support revenue growth.

Your Client

You'll be supporting a leading global crypto research and strategy platform founded in 2020, trusted by thousands of investors worldwide to simplify and demystify crypto investing. The company helps everyday investors and high-net-worth members build wealth with confidence through independent research, education, and one of Australia's most active investing communities. It also works with established industry partners, including Coinbase, Swyftx, and CoinSpot.

To Be Successful in This Role, You Must Have:

• At least 3 years of experience in a sales support, sales operations, executive assistant, or senior virtual assistant role, ideally supporting a subscription or membership-based business.

• Hands-on CRM experience, with Pipedrive strongly preferred (desirable only), including managing deal stages, activities, and reporting rather than just data entry.

• Excellent written and spoken English, with the confidence to speak with Australian and American prospects and members by phone and in writing.

• Strong organisation and follow-through. You run lists, reminders, and cadences, and nothing falls through the cracks.

• Comfort with numbers and reporting: booking rates, show-up rates, conversion rates, follow-up completion, and progress against targets.

• Proactive by default. You raise issues early, bring a recommended solution, and do not wait to be asked.

• Reliable availability across agreed hours with meaningful overlap with Australian business hours, and dependability during end-of-month push periods.

• High standards of discretion and confidentiality when handling member, financial, and commercial information.

Desirable:

• Experience with Metorik, JustCall, Calendly or Intercom.

• Experience supporting a high-volume outbound or inbound call-based sales team.

• Exposure to financial services, investing, crypto, education or professional membership businesses.

• Experience building or improving sales processes, templates or automations.

• Experience working with Australian-based teams and clients.

Some of the Activities You Will Be Involved In:

CRM and Pipeline Management

• Manage Pipedrive CRM, including deal stages, contact records, activities, and next actions.

• Maintain accurate CRM data, update deals promptly, and ensure every open deal has a clear next step and due date.

• Conduct pipeline audits, identify stalled deals, and escalate issues with recommendations.

• Prepare weekly and monthly pipeline and activity reports.

​​​​​​​​​​​​​​Scheduling and Call Logistics

• Manage sales call scheduling, calendars, and availability through Calendly.

• Confirm bookings, send reminders, and rebook cancellations and no-shows.

• Coordinate Google Meet links, invitations, agendas, and pre-call materials.

• Prepare daily sales call schedules with relevant prospect history and objectives.

Calling, Texting and Follow-Up

• Conduct outbound follow-up calls and send text messages using JustCall.

• Run structured follow-up sequences by call, text, and email.

• Handle inbound calls and messages, answering straightforward queries and routing sales opportunities to the sales team.

• Maintain personalised communication templates and accurate contact records.

Member Onboarding and Platform Administration

• Send and track onboarding links, manage platform access, and maintain accurate member records in Metorik.

• Monitor subscriptions, payments, renewals, cancellations, and refunds, escalating issues when required.

• Assist with account access, plan changes, and billing queries.

• Ensure a smooth handover from closed sale to onboarded member.​​​​​​​

Post-Call Follow-Up and Written Communication

• Write personalised post-call emails reflecting discussions and agreed next steps.

• Prepare and send proposals, pricing summaries, membership information, and supporting materials.

• Maintain professional written communication with prospects and members.

• Follow up on unanswered communications professionally and persistently.

End-of-Month Sales Support

• Coordinate end-of-month follow-ups, open deals, pricing discussions, and second-call bookings.

• Build and maintain prioritised target lists based on deal value and likelihood to close.

• Track monthly targets, identify gaps early, and increase follow-up and booking activity in line with the agreed plan.

• Prepare end-of-month summaries covering closed deals, slipped opportunities, and carryover items.

Executive Assistant Duties

• Provide executive support through diary management, meeting scheduling, travel coordination, and inbox triage.

• Prepare agendas, take meeting notes, track action items, and follow up on commitments.

• Prepare and format documents, reports, presentations, and correspondence.

• Manage expenses, invoices, subscriptions, and related administration.

• Research prospects, partners, competitors, and market topics, and prepare briefing notes.

• Coordinate between the sales team and other business functions.

General Admin and Projects

• Manage administrative projects and coordination as requested by the sales team and leadership.

• Own assigned projects from brief to completion, including timelines and stakeholder follow-ups.

• Maintain and improve internal trackers, templates, checklists, and documentation.

• Support data entry, list building, data cleaning, and reporting.

• Identify opportunities to improve sales processes through better tools and automation.

• Provide flexible support across other operational needs as they arise.
  
  

Benefits of Working With Us:

• HMO coverage plus one free dependent from day one

• Life and Accidental Death Insurance with critical illness coverage

• Dental care benefits

• Fixed weekends off

• 15 days of annual leave credits

• Work equipment provided

• Fixed day shift schedule

• Birthday lunches

• Employee Appreciation Day getaway party!

• Welcome gift on your first day!