Business Development Assistant
🇵🇠Philippines
CRM
Management
Finance
Salesforce
Machine Learning
HubSpot
Business Development Assistant
from 🇵🇠Philippines
We are seeking a proactive, resourceful, and tech-savvy Executive Assistant / Business Development Assistant to support company leadership in daily operations while helping drive business growth. This role combines executive support, lead generation, AI-powered workflow optimization, bookkeeping, and business development. The ideal candidate is highly organized, takes initiative, learns quickly, and enjoys finding smarter ways to improve processes and increase productivity.
Key Responsibilities:
- Utilize AI tools (such as ChatGPT and other productivity platforms) to improve workflows, automate repetitive tasks, generate business insights, and support company growth initiatives.
- Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists.
- Perform outbound cold calls to prospective clients, introduce company services, and schedule appointments or follow-up meetings.
- Research companies, markets, competitors, and industry trends to identify new business opportunities.
- Maintain accurate records of leads, communications, and follow-up activities within the CRM system.
- Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation.
- Track company expenses and organize financial records for reporting.
- Manage bookkeeping tasks using QuickBooks (required), including expense categorization, invoice management, and basic financial recordkeeping.
- Prepare reports, spreadsheets, and summaries to support business decisions.
- Organize digital files, documents, and operational records.
- Identify opportunities to improve processes and recommend more efficient systems and workflows.
- Take ownership of assigned projects, follow through with minimal supervision, and proactively solve problems.
- Perform additional administrative and business support tasks as assigned.
Qualifications & Skills:
- Minimum of 2–3 years of experience as an Executive Assistant, Virtual Assistant,
- Business Development Assistant, or similar role.
- Required: Experience usingQuickBooks for bookkeeping and expense management.
- Experience with lead generation, prospect research, and outbound cold calling.
- Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred.
- Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency.
- Strong research and analytical skills with the ability to gather and organize information effectively.
- Excellent written and verbal English communication skills.
- Proficient in Google Workspace and Microsoft Office applications.
- Strong organizational skills with excellent attention to detail.
- Ability to work independently, prioritize multiple tasks, and meet deadlines.
- Self-starter with a high level of initiative and problem-solving ability.
- Professional, reliable, and able to maintain confidentiality.
- Paid training
- Work from home
