Connectly

Executive Assistant (US Financial Services, WFH)

Philippines

₱136,364 – ₱159,091Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Real Estate, Private Equity, Investment ManagementIndustries

Requirements

Candidates must possess at least 3 years of experience in an executive assistant, operations, or administrative role. Familiarity with CRM systems, investor portals, or property management software like Appfolio, Yardi, or Buildium is a plus. Proficiency in tech platforms such as Notion, Discord, Google Workspace, and project management tools is required. A background in private equity, real estate, or investment management is preferred, along with excellent written and verbal communication skills. Bilingualism in English and Chinese is a preferred but not required qualification.

Responsibilities

The Executive Assistant will manage complex calendars, prioritize high-impact meetings, attend select meetings, take notes, and ensure follow-ups are tracked. They will coordinate travel, events, and investor-related logistics, acting as a liaison between departments and senior leadership, and drafting/filtering executive-level communications. Responsibilities also include supporting investor onboarding by coordinating documents and system setup, tracking investor records and distributions, and ensuring timely responses to investor inquiries. The role involves assisting in drafting and distributing investor updates and reports, maintaining Notion task boards and internal trackers, coordinating cross-departmental follow-ups, and assisting with the planning and implementation of SOPs, KPIs, and internal projects. Light operational support to property management, such as coordinating vendor schedules and lease tracking, may also be required.

Skills

Executive Assistant
Operations
Admin
CRM systems
Investor portals
Property management software
Appfolio
Yardi
Buildium
Notion
Discord
Google Workspace
Project management tools
Private equity
Real estate
Investment management
Written communication
Verbal communication
Bilingual (English/Chinese)

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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