Executive Assistant - Excel Expert

Administrative Assistant (PH-Based)
CRM, Campaigns & Client Coordination
Remote | Full-Time | Monday–Friday | PH-Based | Performance-Based Contract
Timezone alignment: AU-based team & clients

We're an Australian crowdfunding platform helping startups raise capital and investors discover the next big thing. To keep things moving smoothly, we’re looking for a sharp, tech-savvy Virtual Assistant to manage CRM tasks, Excel reporting, client coordination, and campaign support.
This isn’t your typical admin role. You’ll be embedded in a team that’s running real-time investment campaigns — your job is to make sure systems are running smoothly, tasks don’t fall through the cracks, and clients get what they need, when they need it.

Your Core Mission
- Help us move faster, smarter, and with confidence by:
- Keeping the CRM (primarily HubSpot) updated and organized
- Managing live campaign data and backend platform activity
- Acting as a link between internal teams and clients to keep progress moving
- Ensuring daily and weekly tasks are completed on time, especially during campaign peaks

What You’ll Own
This role includes, but isn’t limited to:
- Responding to investor inquiries via email and CRM
- Maintaining and updating contact records and deal stages
- Tracking and summarizing key campaign updates
- Updating campaign status and client profiles inside our internal platform
- Ensuring forms, invoices, and reports are sent and followed up
- Coordinating with teams on due diligence, refunds, and campaign deliverables
- Spotting missing info or red flags in dashboards and getting them resolved
- Keeping documentation organized and up-to-date in Google Sheets and Asana

You’ll Thrive If You’re…
- Meticulous and organized — nothing slips through the cracks with you
- Tech-savvy and calm under pressure — you pick up tools fast and keep a cool head when things get hectic
- An Excel / Google Sheets wizard — you know how to filter, sort, and summarize data clearly
- Have a strong grasp of dashboards, metrics, and reporting tools
- Experienced in CRM support (ideally HubSpot or similar)
- A clear and confident communicator — especially in written English
- Comfortable in fast-paced, high-volume environments
- Proactive and self-motivated — you don’t wait to be told what’s urgent
- Quick to learn platforms like HubSpot, Asana, and Google Workspace

Bonus If You Have…
(Not required — but let us know if you do)
- Experience supporting campaigns, launches, or events
- Worked with startups, financial services, or investor-focused teams
- Bonus skills: Social media Management, SEO, or content writing

What We Offer
- A fast-moving, supportive team environment
- Work that’s meaningful — you’ll be helping startups get funded and grow
- Direct exposure to real campaigns and investor conversations
- Consistent, long-term work with room to grow


Compensation: Monthly base salary (negotiated based on experience and skills)

How to Apply
To help us understand your fit, please copy/paste and answer the following in your application email:
- Describe your past experience with CRM platforms (HubSpot or similar).
- Have you supported live campaigns or events before? If so, what was your role and what did success look like?
- Share a time when you handled high-volume tasks or client communication under pressure.
- What tools or platforms are you strongest in (e.g. Google Sheets, Slack, HubSpot, Notion)?
- Do you use AI to manage bookkeeping or create automations using AI? if so please share which one you used and what for
- What is your expected monthly salary (PHP)?


Rate Yourself (1 = no experience, 5 = highly experienced)
- HubSpot or CRM Management: ___
- Admin or Virtual Assistance: ___
- Google Sheets & Excel: ___
- Client Communication (email/calls): ___
- Working with Remote Teams: ___
- Managing Reports or Dashboards: ___
(Optional: Add a short note about any rating you gave above)



???? We only review applications that answer all questions above. This helps us find candidates who truly understand the role and are ready to contribute from Day 1.
Send your answers and CV to:
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