• Manage and maintain the executive’s calendar, including scheduling, rescheduling, and protecting focus time • Monitor email communications and flag time-sensitive messages • Draft responses to routine emails for review and approval • Prepare agendas and materials for meetings • Take notes during meetings and track action items • Send follow-up summaries and ensure tasks are completed • Track action items, deadlines, and priorities across multiple projects • Organize tasks within project management systems • Help ensure commitments and deadlines are not missed • Maintain internal documentation, SOPs, and process guides • Organize shared drives and internal resources • Create and update internal forms, checklists, and documentation • Draft internal announcements or communications when needed • Assist with organizing staff initiatives and internal updates • Track key metrics and maintain operational notes or idea lists

• 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