Executive Sales Assistant

We are on the hunt for an Executive Assistant to supercharge their efficiency and transform their chaotic hustle into streamlined success. With the team’s high-energy pace and a flurry of outbound leads, he needs a savvy organizer who can keep everything on track and ensure no opportunity slips through the cracks.

This role is all about being the ultimate extension of his leadership—turning organized chaos into smooth operations and optimizing outbound communication.
Ready to take the reins and make a dynamic impact where innovation meets organization?


Your responsibilities include:
Calendar Management
-Schedule and coordinate appointments, meetings, and events
-Liaise with all relevant parties to ensure seamless scheduling and communication.
-Distill notes and action items from meeting transcripts and track the completion of follow-ups.



Email & Communication Management
-Efficiently handle and prioritize incoming and outgoing emails
-Sort and track important emails from a large inbox (6,000+), creating lists to simplify access
-Initially, phone calls will be limited but may expand to include follow-ups and document sharing as the role progresses.


Project/Events Management
-Plan and manage local and Zoom events, including sending invitations and confirming RSVPs


Outbound Outreach
-Use the client’s LinkedIn account to connect with local business owners and potential clients
-Send personalized connection requests, follow relevant contacts, and track interactions to build relationships
-Send messages to new connections to inform them about upcoming events and initiatives
-Identify and reach out to potential leads to grow the client’s network and increase firm visibility


File & CRM Management
-Manage files and documents using OneDrive
-Oversee updates in WealthBox, manage contact lists, track opportunities, and ensure data accuracy


Admin Support
-Assist with creating, publishing, and managing weekly newsletters using Canva
-Edit short videos and build templates for outreach
.
Lead Mining/Research (Nice-to-Have)
-Use Pitchbook for lead mining and gathering investor contact info for LinkedIn outreach

Perks:

13th Month Bonus (Wild right?! )
Permanent work-from-home / remote set-up
Health insurance
Dental insurance
Mental health insurance
Great starting salary
Growth opportunity
Performance-based raises
Prizes and bonuses

Specifics:


Time
Full-time, MST time zone
This is a remote position so you can have the freedom to work from anywhere

Miscellaneous
Attire - business casual when in meetings
Professional setup (Pains me I actually need to write this down… )
Clean background
Good camera
Good microphone
Strong wifi

Tech Stack
Gmail
Google Calendar
Microsoft Teams
ChatGPT
Canva
Zoom
WealthBox (nice to have, open to any CRM)


Compensation
$9k-15k/yr

For interested applicants: Kindly send your updated CV to nolascobree@gmail.com with a subject line: "EA Outbound". We value candidates who follow instructions.