877.703.4488 info@cloudmybiz.com

Office Manager / Executive Assistant

CloudMyBiz is a rapidly growing technology company who is helping revolutionize the future of technology through the worlds #1 CRM platform, Salesforce.com.
We are seeking a dynamic, diligent and organized Office Manager who is looking to be part of an exciting and emerging company. We need a creative, self-motivated, and driven person to take on everything from processing invoices, creating change orders, to bookkeeping and ordering office supplies.


  • Light Bookkeeping in QuickBooks.
  • Editing and creating documents in Word, Excel and PowerPoint.
  • Preparing training manuals & PowerPoint presentations (For Staff & Clients).
  • Running reports from Salesforce.com and QuickBooks.
  • AR – Generating, processing, sending, and tracking Invoices.
  • AR – Collections. Calling and following up on past due invoices daily.
  • AP – Processing and tracking vendor payments.
  • Monitoring and tracking timesheets, billable percentages, and profit margins.
  • Reaching out to clients regarding project budgets and change orders.
  • Running and reviewing monthly P&Ls and projections.
  • Managing Contacts and records in our Salesforce.com CRM.
  • Ordering and tracking office supplies and utilities.
  • Preparing proposals and contracts for customers.
  • Setting up Projects in Salesforce.com, Harvest, and Jira.
  • General Admin support to staff.
  • New staff and client onboarding.
  • Organizing and maintaining Employee Reviews.
  • Anticipate needs and responsibilities without direction.
  • Vendor sourcing and management .
  • Meeting minutes taking.
  • Answering incoming phone calls.
  • Assisting Executives and staff with composing emails.
  • Assisting with marketing campaigns planning and execution.



  • Salesforce.com knowledge definitely preferred, but not necessary if you are tech savvy.
  • QuickBooks knowledge.
  • 4+ Years experience as an Executive Assistant or Office Manager (or similar position).
  • Highly organized with detailed follow-up skills.
  • Excellent demonstration interpersonal and communication skills.
  • Excellent writing skills.
  • Strong command of the English language.
  • Flexibility to meet continuously changing priorities and challenges.
  • Ability to prioritize multiple tasks while anticipating regular change in work focus and direction.
  • Ability to thrive in a fast-paced, detail-oriented environment.
  • Demonstrated and advanced use of all Microsoft Office programs.
  • Strong common sense and ability to think ‘outside the box’.
  • Interest in studying and learning new skills.

Apply Now!