Executive Operations Assistant (Credit & CRM)

Elite Credit Group is a fast-growing credit consulting company dedicated to helping clients improve their credit and create new financial opportunities.

Our mission is simple: deliver Results That Matter.

We are looking for a highly organized and detail-oriented Executive Operations Assistant who will work directly with the founder to help manage daily operations, CRM systems, client communication, and sales pipeline coordination.

This role is ideal for someone who understands credit, finance, and CRM systems and enjoys operating behind the scenes to keep a fast-moving company running smoothly.

The person in this role will become a critical part of our operations and will directly support our growth.

SCHEDULE

Monday – Friday
10:00 AM – 4:00 PM PST
6 hours per day

Position may expand to full-time based on performance.

REQUIRED EXPERIENCE

Minimum 5+ years of experience in credit, credit repair, or financial services

Strong understanding of:

• credit reports
• charge-offs
• collections
• payment history
• credit monitoring systems

Experience using CRM platforms including:

• HubSpot
• ----------
• DisputeFox or similar systems

Experience with email marketing platforms such as:

• MailerLite
• Mailchimp or similar tools

CORE RESPONSIBILITIES

Sales Pipeline & Lead Management

Send new leads the credit monitoring link and scheduling link

Follow up with leads to confirm appointments

Reschedule missed appointments

Follow up with leads who received pricing but have not signed up

Maintain and manage lead pipeline inside CRM systems

Client Onboarding Support

Send application to new clients once they d ---------- to move forward

Send welcome email and welcome SMS to new clients

Upload new client information into HubSpot

Add clients to automated email and SMS sequences

Announce new clients internally for team awareness

Upload detailed credit analysis into Monday CRM


Email credit analysis to clients prior to their consultation

Referral Partner Communication

Provide referral partners with updates regarding their clients when appropriate

Follow up with referral partners if information is missing from their client files

Relay referral partner communication to the internal team when necessary

Help maintain strong communication between Elite Credit Group and our partners

CRM & System Management

Maintain accurate records inside:

HubSpot
Monday CRM

Upload login credentials and client documentation into the CRM

Ensure all client records are organized and complete

Maintain clean and organized CRM data

Marketing & Communication Support

Send company newsletter twice per week through MailerLite

Send SMS campaigns 1–2 times per week

Upload new leads, clients, and referral partners into email and SMS campaigns

Maintain proper segmentation and contact lists

Payment & Administrative Support

Send payment links to clients when needed

Follow up with clients regarding past due payments

Maintain documentation related to payments and client accounts

Internal Team Coordination

Provide team training materials prior to scheduled meetings

Follow up with tea ---------- mbers to collect meeting feedback

Relay client follow-up requests to the appropriate tea ---------- mber

Assist in documenting internal processes and SOPs

QUALITIES WE ARE LOOKING FOR

Extremely detail-oriented

Highly organized and process-driven

Strong written communication skills

Comfortable managing multiple systems simultaneously

Reliable and consistent

Able to work efficiently in a fast-paced environment

Coachable and open to feedback

Professional and respectful communicator

Strong team player

High level of integrity and confidentiality

THE IDEAL CANDIDATE

The ideal candidate for this role is someone who enjoys structure, systems, and organization.

You should be comfortable managing CRM systems, communicating with clients and partners professionally, and keeping operational workflows running smoothly.

This role is perfect for someone who enjoys working behind the scenes to help a company grow.