Executive Assistant to the CEO (Sales & Operations Focus)

Job Overview:

The ideal candidate will possess a blend of executive assistance expertise and a solid understanding of sales and operations functions to help drive business success.

Key Responsibilities:

1. Sales Support & Coordination:

• Assist the CEO with managing and tracking sales targets, goals, and KPIs.
• Support in preparing sales presentations, reports, and analytics for key meetings.
• Help coordinate sales team activities, including scheduling meetings, follow-ups, and client outreach.
• Maintain an up-to-date CRM system, ensuring that all client communications, sales pipeline, and opportunities are accurately tracked.
• Assist in preparing proposals, contracts, and other sales-related documents.

1. Operations Support:

• Collaborate with the operations team to track project timelines, deliverables, and key milestones.
• Assist in streamlining internal processes for greater operational efficiency.
• Provide logistical support for operational initiatives, including supply chain management, inventory tracking, and resource allocation.
• Prepare reports related to operational performance, identifying areas for process improvement.
• Ensure smooth communication between sales, marketing, and operations teams to align on business goals.

1. Executive Support:

• Manage the CEO’s calendar, including scheduling meetings, calls, and appointments with sales and operations teams, clients, and partners.
• Act as the liaison between the CEO and internal/external stakeholders, ensuring timely responses and follow-ups.
• Organize and prepare materials for board meetings, executive briefings, and other high-level discussions related to sales and operations.
• Handle sensitive and confidential information with discretion.

1. Strategic & Administrative Support:

• Assist in strategic planning and decision-making processes related to sales growth and operational efficiency.
• Support the CEO in developing and executing operational and sales strategies.
• Prepare financial and performance reports to help monitor sales growth, operational costs, and efficiency improvements.
• Coordinate travel arrangements, expense reporting, and other administrative duties as required.

1. Communication & Relationship Management:

• Foster strong relationships with clients, vendors, and internal teams to ensure smooth operations and sales execution.
• Monitor key projects and initiatives, providing regular updates to the CEO on progress, risks, and opportunities.
• Help coordinate and organize meetings with clients, prospects, partners, and stakeholders related to sales and operational goals.

1. Special Projects:

• Undertake ad-hoc projects as assigned by the CEO, particularly those related to business growth, operational enhancements, and sales strategy.
• Assist with any other tasks related to improving company performance and achieving strategic goals.

Requirements

Qualifications & Skills:

• Experience: 3+ years of experience in an executive assistant role with a focus on sales and/or operations support, preferably in a fast-paced business environment.
• Education: Bachelor's degree in business, operations, sales, or a related field (preferred).
• Skills:
• Strong organizational and multitasking skills.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite, CRM software, and project management tools.
• Knowledge of sales processes, operational workflows, and key business metrics.
• Ability to prioritize tasks, meet deadlines, and work independently with minimal supervision.
• Strong attention to detail and problem-solving abilities.
• High level of professionalism and discretion when dealing with sensitive information.
• Experience in report generation and data analysis is a plus.
• Must be bilingual in English and Spanish

• Career advancement opportunities
• Health, Dental, Vision and Life Insurance
• 401k Plan
• Paid vacation
• Employee discount on our services: Car Insurance, Life Insurance, Traffic School, DMV, and Immigration Services
• Opportunities for professional development and growth.
• A supportive and inclusive workplace culture.
• The chance to make a meaningful impact on people's lives.