• Manage calendars, schedule meetings, and coordinate appointments • Handle email communication and respond to client inquiries • Make follow-up calls to prospects and existing clients • Update and maintain records in Zoho CRM • Assist with invoice creation and payment tracking in Zoho Books • Prepare reports and maintain data in Excel or Google Sheets • Support recruitment coordination (scheduling interviews, follow-ups) • Coordinate with internal teams for task tracking and updates • Maintain organized digital files and documentation

• Performs a variety of administrative and clerical tasks • Provides financial and human resources administration • Professional support to one or more Managers and their direct reports • Provides subject matter expertise and advice for assigned strategic initiatives • Builds effective relationships with internal/external stakeholders • Collects and analyzes data to provide insights • Leads the planning and implementing department events • Dispatch meeting invitations and arrange meeting resources • Ensures business reports, forms, and documentation are readily available

• Manage and update contact records within HubSpot CRM • Clean and validate CRM database entries to ensure data accuracy • Review leads and verify information through company websites and online sources • Categorize leads based on predefined qualification tiers • Maintain organized lead lists and sales tracking information • Convert meeting notes, voice notes, and rough sales notes into clean CRM updates and polished follow-up communications • Assist with sending follow-up emails to prospects and clients • Convert sales notes into professional follow-up communications • Support the executive with administrative tasks related to client onboarding and documentation • Respond to routine client emails when appropriate • Research car dealerships and identify qualified prospects • Evaluate businesses based on company size, inventory, and operational scale • Create prioritized prospect lists for the sales executive • Identify high-value targets based on defined business criteria • Assist with planning daily sales routes using Badger Maps • Build optimized visit routes for the executive to maximize field efficiency • Prepare prospect visit lists for scheduled travel days • Suggest improvements for CRM organization and workflow efficiency • Identify opportunities for better tracking, categorization, or automation within the CRM

• Manage and organize executive calendars, meetings, and appointments. • Coordinate internal and external meetings, including preparing agendas and meeting notes. • Handle email inbox management and respond to routine correspondence on behalf of executives. • Arrange travel bookings, itineraries, and accommodation when required. • Assist with project coordination and follow-ups across teams. • Prepare reports, presentations, and documents for executive meetings. • Maintain confidential records and sensitive company information. • Support operational and administrative processes to ensure smooth day-to-day executive workflow. • Assist with CRM updates, task tracking, and internal systems where necessary.