SalesforceCRMLeadershipProject ManagementCommunicationTime ManagementCollaborationRemote Work
About this role
Role Overview
Overseeing executive and national office administration
Key partner relationship management
Travel for the CEO, and additional tasks that support efficiency and ease in the CEO’s leadership of national priorities
Design and implement a Salesforce-based CRM strategy to support the CEO's proactive relationship management with donors, board members, partners, and key stakeholders
Partner with the Chief of Staff and executive team to translate relationship priorities into CRM workflows, contact lists, and outreach cadences
Create and manage a moves management pipeline to track the status and next steps for high-priority relationships across fundraising, advocacy, and partnership goals
Train and support staff who contribute to CRM data, establishing data hygiene standards and input protocols
Collaborate effectively across the organization to project manage CEO engagements including BBBS agencies and CEO-led thought leadership convenings
Lead integration and planning for cross-functional CEO engagements with internal and external stakeholders to deliver maximum impact
Work in close partnership with the Chief of Staff to provide collaborative oversight and seamless coordination of executive office activities
Oversee and provide support as needed in Executive Office Project management
Work in collaboration with the Chief of Staff to align, manage and maximize the CEO’s travel schedule, meetings, deliverables, and engagements
Work in close partnership with the CEO on deliverables related to stewardship and alignment for BBBSA Board members and meetings
Work in close coordination with the executive office team on briefing and preparation regarding CEO executive visibility engagements
Support the CEO in executing priorities, working on and at times leading strategic and priority projects
Represent the executive office to ensure staff, partners and visitors are received warmly on behalf of the CEO, virtually and in person, and that all requests/messages to or from the CEO are rapidly addressed
Requirements
Bachelor’s degree or equivalent, relevant business experience
A minimum of 8-10 years senior level executive assistance, operations management, administrative and project for a national company; nonprofit and board experience preferred but not required
Extremely proficient in knowledge and application of Microsoft Office Suite with advanced expertise in Office, Outlook, Word, PowerPoint, and Excel
Advanced practical knowledge in organization, project management, travel and relationship management platforms including, but not limited, to Microsoft Asana, OneNote, SharePoint, NEO1 or Concur; Travel, Salesforce CRM, virtual meeting platforms (e.g., zoom, Microsoft Teams, etc.) or similar software with the ability to learn new or updated technology
Excellent time management skills with a proven ability to meet deadlines
Expert level verbal and written communication skills and attention to detail; Excellent interpersonal skills with proven ability to build rapport and maintain relationships across a variety of internal and external stakeholders
Extensive knowledge of office administration, clerical systems and procedures, and recordkeeping systems
Ability to identify and solve problems and appropriately facilitate conflict resolution
Highly organized approach with demonstrated ability to handle multiple projects, set and manage priorities, timelines and budgets within fast-paced environment while maintaining a commitment to high quality, detail-oriented work
Leadership and cross functional project management skills with the ability to motivate and galvanize others toward a common goal
Proven adaptability, ability to handle multiple projects and timelines and within a fast-paced environment while maintaining a commitment to discretion, timeliness and high quality, detail-oriented work
Exceptional attention to detail and organization
Sound judgment, discretion, and ability to handle sensitive information.