• Support the setup and organization of a pre-built CRM system for an insurance agency • Upload and organize large volumes of client data into the CRM • Clean, reformat, and restructure spreadsheets for accurate import • Remove duplicate records and ensure data integrity • Tag and categorize contacts based on defined segments • Set up and organize basic CRM pipelines (pre-built framework) • Implement simple automations such as follow-ups and task triggers • Maintain clean, structured, and up-to-date CRM records • Standardize data formatting across all entries • Perform ongoing data audits and cleanup as needed • Review training materials and short instructional videos to execute tasks • Quickly adapt to CRM tools (Agent CRM / GoHighLevel-based systems)

Role Description This role can be fully remote or hybrid, we are very flexible. No fixed onsite days required. Anywhere in the US is fine, but preferably in Seattle/Bellevue office. - Performs executive support activities for two executives, ensuring the efficient operation of their offices and enabling leaders to focus on strategic priorities. - Core responsibilities include managing complex calendars and meeting scheduling, and arranging domestic and international travel. - Serves as the primary point of contact for customer outreach and follow‑up for one executive. - Deliver executive-level written communication and blogs as requested. - Previous customer working experiences preferred. Qualifications - Strong organizational skills. - Excellent written and verbal communication skills. - Ability to manage multiple tasks and priorities. Requirements - Experience in an administrative or executive assistant role. - Proficiency in calendar management and travel arrangements. - Familiarity with customer outreach practices. Benefits - Flexible work environment. - Competitive annual pay rate of $36K - $38K.

• Support digital sales and marketing efforts in coordination with a third-party agency. • Help manage schedules, track leads, handle communication, and keep things organized. • Coordinate executive schedules, appointments, and meetings (internal & external). • Prepare meeting agendas, take notes, and document follow-up action items. • Monitor and organize inboxes; flag and respond to time-sensitive messages. • Draft, format, and send professional emails and internal memos. • Review and reconcile transactions in QuickBooks Online. • Support bi-weekly payroll review and submissions via platforms like Rippling.

• Maintain timely and accurate CRM updates • Collect, organize, and track donation data from the past year • Assist with issuing year-end donor receipts • Support and help complete the CRM transition from Neon CRM to CiviCRM • Work closely with leadership to learn systems collaboratively during the transition • Ensure accurate donor records and clean data management • Create and edit designs using Canva • Assist with social media management • Support outreach efforts for sponsors and partners • Help improve communications and outreach strategies to support organizational growth *This is a flexible, evolving role. Workload may fluctuate by month, and expectations will be reviewed and adjusted after the first few months to ensure mutual benefit.*