What is your mission? 

You will provide the best service to our partner brands by performing these tasks:

• Assist in managing and scheduling calls for the CEO and COO, ensuring smooth calendar coordination.
• Coordinate meeting logistics, prepare briefing materials, and distribute post-meeting action items.
• Draft and organize CEO/COO email responses, maintaining timely follow-ups and clear workflows.
• Maintain and update Salesforce CRM data to support sales and client engagement efforts.
• Conduct research on high-value target clients for business development opportunities.
• Prepare customized proposals, contracts, and presentations for prospective clients.
• Develop and execute follow-up sequences for meetings, proposals, and client opportunities.
• Maintain a library of sales templates, proposals, and Standard Operating Procedures (SOPs).
• Aggregate data for monthly compliance reports and manage e-Oscar dispute workflows.
• Collaborate with internal and external stakeholders to ensure data accuracy and regulatory compliance.

Who are we looking for?

• Bachelor’s degree in Business Administration, Communications, or a related field.
• Minimum 1 year experience as an Executive Assistant, Sales Operations Coordinator, or similar role.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience in CRM systems (Salesforce preferred) and email management.
• Data monitoring, reporting, and compliance exposure (e-Oscar, Metro 2, CDIA experience is a plus).
• Background in financial institutions or property management is advantageous.
• Familiarity with AI/ML tools (ChatGPT, Perplexity, Claude) for research and workflow optimization is a plus.
• Excellent written and verbal communication skills with strong organizational abilities.
• Detail-oriented, able to manage multiple priorities, and maintain accuracy under tight deadlines.