ROLE OVERVIEW

Customer Success Executive Assistant would be working alongside the Senior Customer Success Manager and assisting with sales administration, including, setting up intro calls, helping to prep pitch decks, assisting with putting quotes together, prepping SOWs, etc. The Executive Assistant will also work alongside sales ops/process documentation, assisting with establishing process standards, centralizing and organizing sales materials for easy access and reuse, helping to keep data and reporting metrics up-to-date, and supporting broader Customer Success team needs as they arise. This individual could also be involved in helping to implement our new CRM (ActiveCampaign) and it would be helpful if they had knowledge of platforms including Mailchimp, Leadfeeder, Monday.com, Trello and/or similar marketing/project/task management systems.

Are you a self-starter with experience in assisting with business development and a passion for customer service? Are you a stickler for detail and perform executive tasks to pretty exacting standards? Are you looking to join a fast-growing company? If you said yes to the questions above, then we want to meet you!

PRE-SALES & LEAD GENERATION

Assist with lead qualification (background research, company info, etc)

Log lead information

Schedule intro calls

Assist with pre-sales/prospect experience

Assist with follow-ups

Liaise with marketing to ensure cold leads are nurtured

Manage New Business (NB) data (lead quality, conversion rates: contacts, meetings, proposals, wins, losses)

Manage and executing on new business lead generation

List build, draft messaging for outreach, manage email outreach across various platforms

Manage lead gen data (opens, forwards, responses)

SALES SUPPORT

Pitch decks (compiling draft decks, research/data, etc)

Assist with budget proposals/quoting

Prepare/Review legal documentation (MSAs, SOWs, NDAs, etc.)

Scheduling internal/external project kick-offs, syncs and debriefs

Collate sales materials (eBooks, case samples, testimonials, etc)

CALENDAR MANAGEMENT

Proactively manage calendar to balance internal/external meetings and focused time

Schedule/reschedule meetings as needed

Manage Zoom and Microsoft Teams links for meetings

Send meeting reminders for internal and external meetings

PROJECT MANAGEMENT

Establish project standards and timelines

Centralize and organize project documentation for easy access and reuse

Keep data and reporting metrics up-to-date

Support broader Customer Success team and company initiatives as they arise.

ACHIEVER

You plan your work in a way that allows you to complete both small tasks and large projects in a timely manner.

BELIEF IN THE POWER OF TEAM

Respectful of the perspective of others, you’re easy to work with, approachable and collaborative.

DETAIL FOCUSED

Able to assimilate detail on project specifics and transform requirements into results.

PROBLEM SOLVER

You can listen to complex challenges and logically work through root causes, implement solutions and offer options to address.

CONSISTENCY

You follow processes diligently and suggest changes to these processes where there is room for improvement.

EXCELLENT COMMUNICATOR

You’re a flawless communicator in person and writing.

DOCUMENTOR

Recording information relating to day to day tasks and projects comes naturally to you.

PROACTIVITY

You search for solutions that resolve problems permanently rather than applying spot fixes.

PLANNING PRO

Aware of what needs to be done, you can create, stick to and exceed ambitious strategies and plans.

ORGANIZATION GURU

Time management pro, you’re able to sift through changing priorities and execute against deadlines every time. Proactive setting of departmental priorities.

EAGLE EYES

You’re able to sustain excellent attention to detail over extended periods of time. Working diligently and at length without losing focus in a dynamic, fast-paced environment is part of your day-to-day.

DRIVEN TO SUCCEED

Self-confident, highly collaborative team player. Passionate about creating and pursuing opportunity.