Executive Assistant to Business Manager (US Clients | HubSpot Required)

Aegis Talent Solutions LLP | Full-time | Immediate Joiners Preferred Role Overview We are seeking a highly organized and proactive Executive Assistant to support our Business Manager in managing US-based clients. This role involves client communication, follow-ups, CRM management (HubSpot), and coordination within a fast-paced US tax environment. This role requires strong follow-up discipline, attention to detail, and the ability to communicate confidently with US clients. Work Details Shift: 6:30 PM - 3:30 AM IST (aligned with US time zones) Days: Monday to Friday (Weekend Off) Location: Remote (Work from Home) Key Responsibilities Act as a point of coordination between the Business Manager and US clients Ensure no missed follow-ups or client deadlines by maintaining strict tracking systems Manage and update HubSpot CRM (tasks, notes, follow-ups, pipeline tracking) Schedule meetings and manage calendars efficiently Track client deliverables related to tax filings and documentation Ensure timely follow-ups and maintain consistent client communication Maintain accurate, organized, and up-to-date client records Support day-to-day operational and administrative tasks Required Qualifications 1–3 years of experience as an Executive Assistant Hands-on experience using HubSpot CRM for task tracking, follow-ups, and pipeline management Strong written and verbal English communication skills (US client-facing) Experience communicating with international clients (US preferred) High attention to detail and strong organizational skills Ability to manage multiple tasks, deadlines, and follow-ups independently Preferred Qualifications Experience working with US tax or accounting firms Basic understanding of US tax terminology (1040, W2, 1099, filings, deadlines) Experience in a service-based or consulting environment Mandatory Requirements Comfortable working in night shift (US time zone) Immediate joiner or available within 1–2 weeks Own laptop/desktop with stable high-speed internet What We’re Looking For Strong follow-up discipline and ownership mindset Professional and polished communication style Ability to interact confidently with US clients Highly organized, process-driven, and reliable Note: Only shortlisted candidates will be contacted.

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