Executive Operations Assistant (Credit & CRM)

Elite Credit Group is a fast-growing credit consulting company dedicated to helping clients improve their credit and create new financial opportunities. Our mission is simple: deliver Results That Matter. We are looking for a highly organized and detail-oriented Executive Operations Assistant who will work directly with the founder to help manage daily operations, CRM systems, client communication, and sales pipeline coordination. This role is ideal for someone who understands credit, finance, and CRM systems and enjoys operating behind the scenes to keep a fast-moving company running smoothly. The person in this role will become a critical part of our operations and will directly support our growth. SCHEDULE Monday – Friday 10:00 AM – 4:00 PM PST 6 hours per day Position may expand to full-time based on performance. REQUIRED EXPERIENCE Minimum 5+ years of experience in credit, credit repair, or financial services Strong understanding of: • credit reports • charge-offs • collections • payment history • credit monitoring systems Experience using CRM platforms including: • HubSpot • ---------- • DisputeFox or similar systems Experience with email marketing platforms such as: • MailerLite • Mailchimp or similar tools CORE RESPONSIBILITIES Sales Pipeline & Lead Management Send new leads the credit monitoring link and scheduling link Follow up with leads to confirm appointments Reschedule missed appointments Follow up with leads who received pricing but have not signed up Maintain and manage lead pipeline inside CRM systems Client Onboarding Support Send application to new clients once they d ---------- to move forward Send welcome email and welcome SMS to new clients Upload new client information into HubSpot Add clients to automated email and SMS sequences Announce new clients internally for team awareness Upload detailed credit analysis into Monday CRM Email credit analysis to clients prior to their consultation Referral Partner Communication Provide referral partners with updates regarding their clients when appropriate Follow up with referral partners if information is missing from their client files Relay referral partner communication to the internal team when necessary Help maintain strong communication between Elite Credit Group and our partners CRM & System Management Maintain accurate records inside: HubSpot Monday CRM Upload login credentials and client documentation into the CRM Ensure all client records are organized and complete Maintain clean and organized CRM data Marketing & Communication Support Send company newsletter twice per week through MailerLite Send SMS campaigns 1–2 times per week Upload new leads, clients, and referral partners into email and SMS campaigns Maintain proper segmentation and contact lists Payment & Administrative Support Send payment links to clients when needed Follow up with clients regarding past due payments Maintain documentation related to payments and client accounts Internal Team Coordination Provide team training materials prior to scheduled meetings Follow up with tea ---------- mbers to collect meeting feedback Relay client follow-up requests to the appropriate tea ---------- mber Assist in documenting internal processes and SOPs QUALITIES WE ARE LOOKING FOR Extremely detail-oriented Highly organized and process-driven Strong written communication skills Comfortable managing multiple systems simultaneously Reliable and consistent Able to work efficiently in a fast-paced environment Coachable and open to feedback Professional and respectful communicator Strong team player High level of integrity and confidentiality THE IDEAL CANDIDATE The ideal candidate for this role is someone who enjoys structure, systems, and organization. You should be comfortable managing CRM systems, communicating with clients and partners professionally, and keeping operational workflows running smoothly. This role is perfect