CRM Email & Quote Assistant

Client communication sits at the heart of my day-to-day operations, and I need an experienced assistant who can keep it running smoothly inside our CRM (Salesforce). Your work will revolve around three core activities: • Managing client emails – monitor the shared inbox, draft clear responses, tag conversations correctly in Salesforce, and ensure no message sits unanswered for more than one business day. • Preparing and sending quotes – use the existing quote templates inside the CRM, pull the right price lines, double-check totals, and send professional, error-free proposals. • Scheduling appointments – coordinate calendars, book calls or onsite meetings through the CRM’s scheduling tool, and confirm details back to the client. Success is simple and measurable: inbox zero by close of business, quotes sent within four hours of request, and appointments logged accurately with reminders set. All activity must be recorded in Salesforce so that pipeline reports stay up to date. If you are already comfortable navigating Salesforce (or a comparable CRM) and can communicate clearly in writing, you’ll fit right in.