• Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts. • Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays. • Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes. • Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency. • Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes. • Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables. • This position's duties and assignments are subject to modification based on organizational needs.

• Serve as the operational backbone of the Mid-Market business—owning day-to-day execution while acting as a strategic partner to the Sales Leaders. • Partner with Regional Directors and AVPs to strengthen forecasting, track team performance and productivity, and support ad-hoc reporting needs. • Proactively identify inefficiencies and translate them into actionable improvement initiatives. • Build and maintain sales KPIs; drive the rhythm of the business through weekly, monthly, and quarterly reporting. • Manage pipeline reviews, weekly forecasting, QBRs, and business intelligence workstreams; surface Salesforce feedback to improve scalability and reporting accuracy. • Own operational workstreams end-to-end, building and running AI-powered workflows that improve speed, accuracy, and scale across the business. • Support territory planning, account segmentation, and equitable AE territory design in partnership with sales leadership. • Enforce Salesforce data hygiene standards—ensuring account ownership, opportunity accuracy, and field-level consistency across the Mid-Market book of business. • Deliver sales operational training across Salesforce best practices, CPQ, ZoomInfo, Sales Navigator, and Outreach. • Serve as the cross-functional SME for escalations across quoting, pricing, deal management, tooling and sales process. • Champion the sales team cross-functionally partnering with Marketing, Finance Sales Ops, and IT to drive scalability and efficiency.

Role Description We are looking for a highly organized and proactive Executive Assistant with a strong construction background and CAD design capability. The ideal candidate is detail-oriented, technically skilled, and able to support both executive-level operations and construction project execution. This role requires someone who can manage administrative tasks, coordinate across field and office teams, and produce or edit construction drawings using CAD software. You must be comfortable working in a fast-paced general contracting environment where accuracy, speed, and accountability are critical. - Manage executive calendars, scheduling, meetings, and daily operational priorities - Handle inbox and email management, including filtering, responding, and escalating key items - Support leadership with internal communications, reporting, and cross-team coordination - Maintain and update project tracking systems, CRM records, and construction logs - Prepare, organize, and manage construction documentation including RFIs, submittals, and project correspondence - Create, edit, and revise construction drawings using CAD software such as Autodesk AutoCAD or similar tools - Interpret architectural and engineering plans and convert them into clear field-ready drawings and markups - Perform plan takeoffs, redlines, and drawing revisions based on field feedback and project requirements - Assist estimating and preconstruction teams with drawing organization and scope clarification - Maintain vendor databases, CSI division breakdowns, and subcontractor directories - Review vendor proposals and material specifications for completeness and alignment with project requirements - Coordinate with project managers, superintendents, and subcontractors to ensure design intent is followed in the field - Identify inconsistencies, conflicts, or gaps in drawings before and during construction - Support MEP coordination efforts (electrical, plumbing, HVAC) where applicable - Organize and maintain digital filing systems, shared drives, and project documentation structures - Develop and maintain SOPs (standard operating procedures) for recurring workflows and processes - Track bids, proposals, and project pipelines in structured systems or CRM tools - Assist with compliance documentation, insurance requests, and audit preparation when needed Qualifications - 2–3+ years of experience in construction, drafting, architecture, or project coordination - Strong proficiency in CAD software (AutoCAD or equivalent) - Solid understanding of construction drawings, detailing, and plan interpretation - Experience in general contracting, commercial construction, or design-build environments preferred - Familiarity with construction processes including submittals, RFIs, change orders, and takeoffs - Knowledge of MEP systems (mechanical, electrical, plumbing) is a strong plus - Strong organizational and documentation skills with high attention to detail - Excellent written and verbal communication skills in English - Proficient in Google Workspace (Docs, Sheets, Drive, Calendar) or Microsoft Office - Experience using CRM or project management tools (e.g., ClickUp, Asana, Trello, Notion, or similar) - Ability to work independently and manage multiple priorities in a fast-paced environment - Strong problem-solving mindset with the ability to think like a builder and anticipate field issues - Comfortable working with remote teams, vendors, and field personnel - High level of accountability, discretion, and professionalism when handling sensitive project data Benefits - Work-from-home opportunity - Opportunity to contribute to a growing business by enhancing efficiency and client experience - Supportive and collaborative work environment

• Responsible for supporting the day-to-day administration and operational processing of Self-Managed Super Funds (SMSFs) for Australian clients. • Assist with fund maintenance, transaction processing, reconciliations, compliance support, and audit preparation. • Ensure accuracy and adherence to Australian regulatory requirements. • Experience working with Australian SMSFs and platforms such as BGL Simple Fund 360 or Class Super is highly preferred.