to provide high-level support to the CEO. This role is ideal for someone who is highly organized, detail-oriented, and enjoys working in a fast-paced environment.
Key Responsibilities
Provide
strategic and operational support
across admin, sales, and client journey touchpoints
Manage the CEO's
calendar and scheduling
to ensure smooth operations
Handle
invoicing and follow-ups
independently
Coordinate and update tasks in
Asana
project management system
Maintain and optimize records in
Salesflare (CRM)
:
+ Sync calendar appointments
+ Review meeting notes and update pipelines daily
+ Manage tasks, opportunities, and records
+ Create and assign follow-up actions for potential clients
+ Generate and track job numbers Ensure CEO is fully prepared for meetings, including diarizing time for key tasks
Manage
email outreach using MailerLite
, including:
+ Sending 3x weekly email campaigns
+ Setting up email funnels for sales Create and organize folders for new clients in
Google Drive
and
Asana
Proactively identify opportunities for CEO promotion (e.g., events, speaking engagements) and liaise with venues/organizers
Possible Future Responsibilities:
Support CEO's LinkedIn profile (responding to messages, connection requests)
Skills & Experience
Asana
- Advanced user
CRM systems
(Salesflare or similar) - Experienced user
Email marketing platforms
(MailerLite or similar) - Proficient
Sales funnel creation
- Confident and experienced
Scheduling tools
(Calendly or similar) - Proficient
Invoicing software
(Xero or similar) - Competent
Experience with
High Level
platform is a plus
About You
Highly
organized
and detail-oriented
Proactive
- anticipates needs before being asked
Sales-focused
and invested in business growth
Quick learner, adaptable, and tech-savvy
A perfectionist with strong
attention to detail
Independent thinker and confident in managing projects
Completes tasks thoroughly and accurately - a true
finisher
Understands the value of
excellent customer service
Open-minded, willing to admit mistakes, and asks for help when needed
Strong presence, good communicator, and team player
Comfortable juggling multiple priorities in a
fast-paced environment
* Proficient in key digital tools: Asana, CRM systems, MailerLite
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