Role Description This dynamic role sits at the heart of a high-performing sales organization, acting as a trusted partner to senior leadership while ensuring seamless operational execution. You will combine executive support, sales operations, and cross-functional coordination to maximize efficiency and impact across the business. Acting as both a strategic enabler and hands-on operator, you will manage priorities, streamline processes, and provide critical insights that support decision-making at the highest level. The role requires strong judgment, proactive thinking, and the ability to anticipate needs before they arise. You will also serve as a key liaison across teams, ensuring alignment and momentum on key initiatives. This is an excellent opportunity to work in a fast-paced, collaborative environment where your contributions directly influence business performance. - Manage executive-level calendar, inbox, and scheduling priorities, ensuring optimal time allocation and seamless coordination of internal and external meetings - Oversee travel planning and logistics, ensuring efficient execution and clear communication with stakeholders - Build and maintain sales reporting and dashboards, ensuring data accuracy and readiness for leadership and board-level reviews - Partner with CRM and sales teams to improve processes, enforce data hygiene, and enhance pipeline visibility - Prepare presentations, reports, and updates for executive leadership, ensuring clarity, accuracy, and professional quality - Coordinate sales enablement initiatives, including meetings, trainings, and organizational events - Act as a representative of the Sales function in cross-functional meetings, driving alignment and follow-through on key initiatives - Track requests, escalations, and action items, proactively ensuring timely resolution and communication - Identify operational gaps and risks, proposing solutions and driving continuous improvement Qualifications - Proven experience supporting senior executives and/or working in sales operations, revenue operations, or a fast-paced commercial environment - Strong organizational and time management skills, with the ability to prioritize competing demands effectively - Experience working with CRM systems (e.g., Dynamics 365) and building reports or dashboards - Excellent written and verbal communication skills, with confidence engaging executive stakeholders - Ability to operate both strategically and tactically, from high-level planning to detailed execution - Strong problem-solving mindset with a proactive, high-ownership approach - Discretion and professionalism when handling sensitive information - Collaborative mindset with the ability to work cross-functionally across multiple teams Benefits - Competitive compensation package with performance-based incentives - Comprehensive medical, dental, and vision insurance for employees and families - 401k plan with company match and additional financial benefits - Flexible remote work environment with structured work-life balance - Generous paid time off and wellness-focused programs - Life balance reimbursement and employee support initiatives - Opportunities for professional development and career growth - Community engagement and volunteer programs

• Provide executive‑level administrative and strategic support to Department Presidents • Own complex calendar management across multiple time zones, prioritizing critical business initiatives • Prepare agendas, briefing materials, pre‑reads, and decision summaries; capture action items and ensure timely follow‑up • Draft, refine, and summarize executive communications using AI‑enabled tools • Support planning and execution of department‑level initiatives, tracking milestones and deliverables • Coordinate executive travel, offsites, and leadership events • Communicate with clarity, professionalism, and discretion across senior stakeholders • Manage ambiguity and competing priorities with resilience and effectiveness.

• Provide executive‑level administrative and strategic support to Department Presidents • Own complex calendar management across multiple time zones, prioritizing critical business initiatives • Prepare agendas, briefing materials, pre‑reads, and decision summaries; capture action items and ensure timely follow‑up • Draft, refine, and summarize executive communications using AI‑enabled tools • Support planning and execution of department‑level initiatives, tracking milestones and deliverables • Coordinate executive travel, offsites, and leadership events • Communicate with clarity, professionalism, and discretion across senior stakeholders • Manage ambiguity and competing priorities with resilience and effectiveness.

• Create, update, and maintain SOP documentation • Follow up with clients to maintain strong relationships and smooth workflows • Respond to scheduling and pre-sales inquiries • Handle calendar management, scheduling, and appointment coordination • Draft and send professional email responses on behalf of the firm • Assist with intake forms and follow up on incomplete submissions • Perform ongoing data entry and administrative support tasks • Support client onboarding and manage the sales pipeline • Send documents, engagement letters, and follow up to ensure signatures and payment completion • Manage and organize email inboxes to ensure priority client communications are addressed promptly