Role Overview
- Support Executive Assistant, Consulting with compiling and providing supporting materials for MedAxiom and other official meetings that involve the Care Transformation Team, including creating reports and PowerPoint presentations.
- Coordinates inquiries and responses to requests for appointments and meetings / maintains and updates team members’ calendars
- Handle routine correspondence, special projects, and telephone inquiries for the consulting unit.
- Assist the Care Transformation Team with special projects as needed -
- involving, but not limited to, simple data analysis and report preparation, internet research, database maintenance, table and chart creation.
- Provide Salesforce support for Member Services/Academy: create accounts, add contacts, create and run reports as requested.
- Manage monthly membership invoicing: run invoicing reports for member services and coordinate with accounting.
- Create and maintain membership folders within shared Client folders.
- Manage the MedAxiom listservs – posting questions as requested, creating and distributing weekly summaries, and saving summaries as resources on shared drive.
- Manage the upkeep and storage of all Member Services resources on shared drive and HubSpot.
- Maintain Monday boards for all Academy and Member Services projects, including the Monday pipeline board for prospective MedAxiom members.
- Track Academy statistics for webinars, courses, programs, and associated registrations.
- Provide Monthly Academy work hours to the Project Management team.
Requirements
- High school diploma or GED.
- 3 plus years of professional administrative experience, ideally supporting executives, executive office and/or board of organizations
- Experience managing and supporting multiple dynamic schedules
- Strong written and oral communication skills, with a high degree of interpersonal skills
- Excellent organizational skills, with keen attention to detail
- Able to independently judge situations and requests and act accordingly
- Able to handle multiple tasks with shifting priorities and meet deadlines
- Possesses strong computer skills (Microsoft Word, PowerPoint)
- Occasional travel to support CV Transforum Conferences (no more than 2 times per year)
Strongly Preferred Qualifications:
- Possesses computer skills (Salesforce, Excel, and SharePoint, Microsoft Outlook, OneNote, Monday.com)