Business Development Rep

• Respond to inquiries professionally and ensure timely communication
• Prepare reports, summaries, and administrative documentation
• Maintain confidentiality when handling sensitive client and company information
• Identify opportunities to improve administrative and client management processes
• Manage executive calendars, appointments, and scheduling priorities
• Organize and maintain administrative records, documents, and correspondence
• Support lead follow-up efforts to maximize consultation attendance and conversion opportunities
• Coordinate meetings, consultations, and follow-up communications
• Serve as a primary point of contact for clients and prospective clients
• Prioritize multiple assignments while maintaining accuracy and attention to detail
• Provide general executive and operational support for smooth daily business operations
• Monitor and track new leads through the intake and consultation process
• Maintain accurate client and prospect information in CRM systems
• Assist with client onboarding and document collection processes
• Coordinate with internal teams to ensure tasks and deadlines are completed efficiently

Executive Assistant, Business Development Representative I

• Coordinate with internal teams to ensure tasks and deadlines are completed efficiently
• Assist with client onboarding and document collection processes
• Support lead follow up efforts to help maximize consultation attendance and conversion opportunities
• Maintain accurate client and prospect information within CRM systems
• Monitor and track new leads through the intake and consultation process
• Organize and maintain administrative records, documents, and correspondence
• Manage executive calendars, appointments, and scheduling priorities
• Provide general executive and operational support to ensure smooth daily business operations
• Identify opportunities to improve administrative and client management processes
• Maintain confidentiality when handling sensitive client and company information
• Prioritize multiple assignments while maintaining a high level of accuracy and attention to detail
• Prepare reports, summaries, and administrative documentation as needed
• Respond to inquiries professionally and ensure timely communication
• Serve as a primary point of contact for clients and prospective clients
• Coordinate meetings, consultations, and follow up communications