Our client is a sales coaching and consulting business led by an experienced founder. With an emphasis on efficiency vs scaling the team the business is seeking an executive assistant to help with marketing organization admin scheduling and other business tasks. The ideal candidate will be someone who can listen for direction and instruction then execute and critically think about the work being asked. They should also be able to add and anticipate needed work and improvements.
Work to be done:
Scheduling meetings with clients during engagements and prospects
Examples:
Setting up meetings for the sales audit
Scheduling weekly ongoing and ad hoc meetings with clients once in engagement
Coordinating times with new prospects and networking partners
After a meeting with a client creating deliverables for active engagements
Putting together decks (with the founder) for upcoming presentations
Improving the company wiki & playbook and other documents used to execute engagements
E.g. better ways to demo or do discovery (updating decks & frameworks)
Building and organizing the sales audit final deck/presentation
Organizing ICP and Hypothesis type documents for clients
Creating project plans with the founder to hold clients accountable to engagements
Organizing the wiki
There is a central database with all company resources including the playbook frameworks articles and more. There is an opportunity to streamline and better organize it.
Other Responsibilities:
Prepare kickoff onboarding docs and new client onboarding
Share templates and checklists
Help build and organize clients' wikis (part of the service offering)
Handle email followups and manage relevant deliverables and todos from client calls
Documenting calls and summarizing todos for followup
Organize SOWs for prospects
Proofreading
Followup with clients on active engagements nudging and reminding them to ensure accountability
Create and remind clients of the project scope plan with accountability
Marketing:
Manage LinkedIn connection requests to target clients via the founder’s LinkedIn
Post video podcast episodes to YouTube
Upload podcast content to Captivate and work with the editing team
Organize clips from podcasts for content creation
Schedule and organize all social media posts
Write additional LinkedIn posts with guidance on topics from the founder
Rewrite old posts into new forms
Organize training videos with timestamping
Assist with website improvements including adding testimonials and identifying areas for enhancement
Other tasks:
Housekeeping items related to the business
NOT part of this role (for clarity):
Leading training or conducting client exercises
Conducting interviews
Providing training or coaching
Requirements:
Experience as an Executive Assistant (references required)
Proficient with Google apps
Familiarity with Slack
Bonus: Familiarity with HubSpot and Salesforce (not required)
Proven success in creating efficiency and operations for executives
Fluent English speaker
Experience with social media management (LinkedIn and YouTube)
Additional Information:
You will use your own computer
You will be provided with a company email for document access
Communication will occur via Zoom email Slack and phone/text
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