Executive Functions

Sales Operations Manager

• Respond to new EFCA and EFS leads and applicants promptly
• Book discovery and consultation calls on the Founder’s calendar and schedule follow-up calls
• Prioritize filling the Founder’s Monday calendar on Thursdays and Fridays
• Use weekend coverage hours to reply to weekend leads and book calls for the coming week
• Manage lead communication and records in HighLevel CRM
• Coordinate lead coverage and handoffs with the Founder’s Administrative Assistant across time zones
• Manage the CEO’s calendar, meetings, appointments, and follow-ups
• Prepare meeting materials and track action items and deadlines
• Draft and proofread emails, documents, and communications
• Maintain digital files, records, spreadsheets, and trackers
• Coordinate projects and administrative tasks from start to completion
• Conduct research and assist with special projects
• Convert incoming requests into dated tasks, subtasks, timelines, and priorities
• Bring decisions to the Founder in a ready-to-answer format and close the loop on resolved issues
• Communicate with staff, clients, families, vendors, and partners
• Clear email, Slack, text, and WhatsApp channels each workday
• Coordinate leadership, staff, prospective client, current client, and family requests through completion
• Assist with client and employee onboarding, scheduling, documentation, and follow-up
• Handle recurring operations tasks including payroll, time tracking, billing, and HR administration
• Assist with business and insurance compliance documentation
• Maintain accurate information across company systems, calendars, CRM/database tools, spreadsheets, and operational trackers
• Perform other duties as needed

Explore Executive Assistant, Sales & Operations Coordinator at Executive Functions. Review requirements and application details.