Key skills
CRMSales
About this role
Role Overview
- Own inbox and calendar management across 4+ calendars and multiple businesses
- Handle client communications, scheduling, and follow-ups (payroll, tax optimization, advisory, coaching)
- Coordinate logistics for 1:1 and group coaching sessions, workshops, and networking events
- Book regional travel, manage expenses, and organize itineraries
- Draft and send emails in the CEO’s voice—clear, natural, and human
- Prepare agendas, meeting summaries, reports, and internal materials
- Consolidate calendars and identify efficiency improvements
- Maintain CRM records, leads, and sales pipeline updates
- Track client deliverables, deadlines, and next steps
- Manage sensitive financial, payroll, and compliance-related documentation
- Build simple presentations, spreadsheets, and internal documentation
- Handle accurate data entry and basic reporting
- Support experimental projects that may change direction quickly
- Assist with tasks across tech, HR, marketing, and finance as needed
- Take ownership of operational tasks the CEO shouldn’t be spending time on
- Provide weekly updates and move initiatives forward independently
Requirements
- 3+ years supporting founders, CEOs, or senior executives (less is okay if you’re highly coachable)
- Experience working in fast-paced, changing environments
- Strong written and verbal English C1<
- Comfortable with CRMs, Google Workspace, and/or Microsoft 365
- Excellent organization, prioritization, and follow-through
- Ability to work independently, problem-solve, and make decisions
- Comfortable handling confidential business, payroll, and financial data
- Experience with payroll, HR, tax basics, or advisory work is a plus—not required