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 

• Minimum 2 years’ experience in an administrative or executive support role 
• Demonstrated experience supporting finance functions (Xero preferred) 
• High computer literacy (Microsoft Office, Excel – intermediate to advanced) 
• Excellent written and verbal English communication 
• Proven ability to work independently, manage competing priorities and meet deadlines 
• 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