We are seeking a highly skilled and detail-oriented Executive Assistant with expertise in Salesforce & CRM support, finance administration, and executive-level coordination. This role requires a proactive individual who can manage CRM systems, provide financial support, and ensure seamless administrative operations while supporting senior executives. The ideal candidate will have a proven track record in Salesforce management, strong financial acumen, and exceptional organisational and communication skills.

As we continue to scale operations nationally, this role will play a vital part in supporting our Finance, Admin and Operations teams. It is designed for a well-rounded Executive Assistant who can work across multiple functions with a strong focus on financial coordination and business operations. 

Purpose of the Position: 

This role is intended to provide high-level executive and administrative support across the business with an emphasis on finance, reporting, customer account management and cross-functional task execution. The Executive Assistant will collaborate closely with all team members and provide direct support in key areas including: 

• Operational and CRM-based admin support tasks 
• Accounts support and reconciliation 
• Customer communication and reporting 
• Document and process management 
• Executive support as required 

This role requires strong initiative, independence and experience handling business-critical admin functions. 

Key Responsibilities & Duties:

Finance & Business Support 

• Assist with Finance reporting, reconciliations, remittance advice processing 
• Support collections and account follow-up communications 
• Prepare basic financial summaries, checklists and reconciliation reports 
• Monitor overdue payments and follow up internally and externally 

Administrative & Operational Support 

• Assist with case handling, document preparation and internal record updates via Salesforce (or SFX) 
• Maintain digital files, process documents and job records 
• Support office and project reporting requirements using Salesforce reports & Excel. 

Customer & Internal Communication 

• Draft and send professional email communications with clients and stakeholders where required 
• Maintain shared inboxes and ensure responses are timely and aligned with tone/brand 
• Liaise across departments to ensure smooth workflow and task progression 

Executive Support 

• Support Business Manager & Finance team with case tracking & prioritisation of tasks, required follow-ups and escalations.  
• Assist with internal reporting packs or administrative tasks required by leadership 

1. Minimum 2 years’ experience in an administrative or executive support role 
2. Demonstrated experience supporting finance functions (Xero preferred) 
3. High computer literacy (Microsoft Office, Excel – intermediate to advanced) 
4. Excellent written and verbal English communication 
5. Proven ability to work independently, manage competing priorities and meet deadlines 
6. Experience using Salesforce or similar CRM systems. 

PERSONALITY MATCH/SOFT SKILLS: 

•  Professional and proactive 
• Organised, with strong follow-through 
• Comfortable communicating across departments 
• Detail-focused and analytical 
• Trustworthy and reliable in managing confidential information 

Non-negotiable skills & requirements:

• Experience in financial reporting and general finance administration.
• Familiarity with Salesforce and additional CRM platforms.
• Strong problem-solving skills and a proactive approach to tasks.

Benefits and perks:

Perks & Benefits (Work From Home) : 

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment 
• Flexible leave credits which may be used for vacation, emergency and sick leaves 
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled 
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes! 
• Endless opportunities for career advancement 
• We set you up for success with a company-provided PC/Laptop and fiber internet connection 
• Tech-on-wheels Support 
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues 
• International career growth and connections 
• Unlimited cash incentives for hired referrals 
• Mental Wellness Employee Assistance program through Lifeworks 
• In-house psychiatrist available to support employees' well-being 
• Become part of the Employee Share Units program 
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc