Senior Executive Assistant – Pipedrive CRM - Philippines - Thrivemodal

    Thrivemodal
    Thrivemodal Philippines

    10 oras ang nakalipas

    Upper Management / Consulting
    Paglalarawan

    Position Summary:

    This role blends traditional executive support with hands-on deal process coordination, buyer communication, CRM management, and light financial and marketing tasks. We're looking for someone who thrives in a detail-driven, high-stakes setting—and who can think two steps ahead.

    Key Responsibilities:

    Deal Process Support

    • Manage NDA execution and tracking with precision and confidentiality
    • Screen buyer inquiries by conducting research and ensuring alignment with deal requirements
    • Coordinate the release of confidential deal materials (CIMs, data rooms) to qualified buyers
    • Follow up with buyers to ensure engagement, consolidate questions, and coordinate scheduling
    • Join internal or external calls to track action items and execute next steps (e.g., sending documents, updating folders, drafting follow-ups)

    Executive Assistance

    • Manage the Managing Partner's calendar, meetings, and email inbox
    • Schedule networking meetings and podcast interviews using Calendly or similar tools
    • Make outbound calls to confirm meetings, follow up with contacts, or gather basic information as needed
    • Draft, format, and send professional correspondence and follow-up emails
    • Assist with podcast prep by coordinating with guests, drafting interview questions (often using AI tools), and ensuring a smooth virtual process
    • Maintain and update Pipedrive CRM with contact records, buyer notes, and deal pipeline data

    Operational and Administrative Support

    • Organize digital files and maintain document flow across platforms like ShareFile and Adobe Sign
    • Assist in preparing presentations and internal documents in Word and PowerPoint
    • Upload and manage content via platforms like Loom and Zapier (no prior experience needed, just tech comfort)
    • Support financial tasks such as compiling data, light spreadsheet work, and—over time—recasting financials (training provided)

    Process and Workflow Optimization

    • Identify opportunities to improve workflows and increase operational efficiency
    • Ensure consistent use of systems across the team and proactively close information gaps

    Qualifications:

    • 5+ years of executive assistant experience in a financial, legal, or professional services setting
    • Proficiency with Microsoft Excel, Word, and cloud-based tools (e.g., ShareFile, Adobe Sign, Loom)
    • Experience with CRM platforms like Pipedrive (or similar); strong data entry and record-keeping habits
    • Comfortable making professional phone calls and following up with contacts as needed
    • Excellent written and verbal communication skills, with a high degree of professionalism and discretion
    • Strong organizational skills and the ability to manage competing priorities with minimal oversight
    • Comfortable using or learning AI-based tools to assist with research, content, or scheduling
    • Fluent in English, with clear communication skills and minimal accent

    Preferred:

    • Prior experience supporting executives in M&A, private equity, investment banking, or related fields
    • Familiarity with client lifecycle workflows, deal pipelines, or transaction processes
    • Background in accounting, wealth management, or other finance-related industries
    • Based in Latin America or a similar time zone (±2 hours of EST), with availability during U.S. business hours
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