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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail in managing CRM entries, email correspondence, and documentation. Proficient in online research and maintaining confidentiality while supporting B2B operations and grant opportunities.
Highest-signal resume keywords
Zoho CRM ExperienceMicrosoft SharePoint ProficiencyStrong Online Research SkillsB2B Procurement ExperienceExcellent Written English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM Data EntryEmail ManagementDocument OrganizationResearch SkillsGrant Writing SupportData CleaningFile ManagementDeadline TrackingSOP AdherenceConfidential Information Handling
Soft Skills
Highly OrganizedDetail-OrientedProactiveIndependent WorkEffective Communication
Tools & Technologies
ZohoMicrosoft SharePointMicrosoft OfficeGoogle WorkspaceGoogle SheetsGoogle DocsAI Productivity Tools
Industry Keywords
B2BProcurementGrant OpportunitiesIndigenous BusinessEconomic Development
About the role
Key responsibilities & impact- Review incoming GCIS emails and identify relevant information for CRM entry
- Create and update contacts, companies, buyer/seller profiles, and deal records in Zoho
- Record notes, conversations, follow-up dates, and correspondence
- Attach emails and supporting documents to CRM records
- Clean duplicate, incomplete, or outdated information
- Organize the inbox and flag items requiring the client’s attention
- Save attachments and business documents into Microsoft SharePoint
- Maintain organized folders and subfolders
- Apply consistent naming and filing conventions
- File contracts, purchase orders, company records, and supporting documentation
- Identify duplicate or outdated files
- Research grant opportunities, RFPs, government procurement opportunities, and First Nations procurement and economic-development programs
- Identify organizations that may need consulting or grant-writing support
- Find relevant decision-makers and contact information
- Track deadlines, eligibility requirements, contract values, and funding amounts
- Maintain research in shared spreadsheets or documents
- Prepare concise summaries explaining opportunity relevance and recommended contacts
- Deliver defined-scope services professionally according to written timelines, guidelines, and deliverables
- Support a Vancouver-based business owner operating a global B2B brokerage and consulting company
Requirements
What you’ll need- 2+ years of administrative, executive-assistant, or operations experience required
- Strong CRM experience required
- Zoho experience strongly preferred
- Microsoft SharePoint experience strongly preferred
- Professional inbox-management experience preferred
- Excellent written English required
- Strong online research skills required
- B2B, procurement, grant, or Indigenous-business research experience is a plus
- Highly organized and detail-oriented
- Strong executive-assistant or operations background
- Excellent online researcher
- Accurate with CRM and data entry
- Comfortable handling highly confidential information
- Proactive but knows when to ask questions
- Able to follow SOPs and work independently
- Comfortable using AI as a tool without relying on it as the final source
- Proficiency with Zoho CRM, Microsoft SharePoint, Microsoft Office / Google Workspace, Google Sheets / Docs, and AI Productivity Tools
- Strong spoken and written English required
- Availability for 10 contracted hours per week, Monday through Friday
- Ability to work flexible PST business hours
- Must operate under a Master Services Agreement and Statement of Work as an independent contractor
Benefits
Comp & perks- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Flexible working hours
- Remote work
- Contracted hours may increase based on performance and workload