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Executive Assistant, Sales & Operations Coordinator
Executive Functions. Respond to new EFCA and EFS leads and applicants promptly .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while managing executive calendars, client interactions, and administrative tasks. Proficient in CRM systems and project management, ensuring efficient operations and compliance.
Highest-signal resume keywords
Executive Support ExperienceCRM System ProficiencyProject Management SkillsStrong Organizational SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementDocument ManagementTime TrackingClient ServicesSales CoordinationAdministrative CoordinationPayroll ManagementBilling ManagementResearch SkillsTask Prioritization
Soft Skills
Attention to DetailTime ManagementResourcefulnessDependabilityResponsiveness
Tools & Technologies
Google WorkspaceMicrosoft OfficeHighLevel CRMScheduling PlatformsCommunication Tools
Industry Keywords
Executive SupportAdministrative TasksClient OnboardingCompliance DocumentationRemote Team Coordination
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Associate’s or Bachelor’s degree preferred, or an equivalent combination of relevant education and professional experience
- 2+ years of experience in executive support, administrative coordination, sales coordination, client services, operations, or a similar role preferred
- Strong organizational, communication, and time-management skills
- Excellent attention to detail and follow-through
- Ability to manage multiple priorities and work independently
- Professional, dependable, resourceful, and responsive
- Technologically confident and comfortable learning and working across scheduling, CRM/database, communication, document-management, and time-tracking systems
- Proficiency with Google Workspace, Microsoft Office, or similar tools
- Ability to maintain confidentiality and handle sensitive information appropriately
- Experience supporting an executive or founder and working with remote teams strongly preferred
- Experience with CRM systems, sales/client coordination, project management, HR/payroll, billing, or scheduling platforms is a plus
- Ability to work the agreed weekday and weekend coverage hours, remain responsive during working hours, and accurately record all hours worked
- Ability to use a VPN on networks outside the home and follow company privacy and data-security practices
Benefits
Comp & perks- Benefits offered
- Flexible schedule adjustments when business needs allow and the Founder approves in advance
- Opportunity to work fully remotely
- Weekend hours may move to an as-needed basis after initial coverage needs are met