Executive Assistant to the CEO (Basic Sales & Marketing Support)Why Work With Them?
Our client is a fast-growing financial services firm dedicated to helping Founders and CEOs scale their businesses from $5M to $50M. Operating as their clients' fractional finance and accounting team, they transform complex financial data into clear, actionable insights that drive strategic growth.
Internally, they operate exactly how they advise their clients: with high ownership, unwavering accountability, and high performance. If you thrive in a fast-paced environment where your work directly impacts company growth, you will fit right in.
Core Values
- Commitment: Treating clients’ businesses as if they were their own.
- Integrity: Operating with absolute honesty and transparency.
- Accountability: Owning outcomes—both the wins and the lessons.
- Excellence: High standards, consistently applied.
- Urgency & Adaptability: Moving fast, staying agile, and adjusting quickly to market needs.
The Role
As the Executive Assistant to the CEO, you will be the ultimate right hand and strategic partner to the founder. This role goes far beyond traditional administrative tasks. Our client is seeking a highly organized, proactive, and commercially-minded individual who can seamlessly navigate between executive support, daily operations, and fundamental sales and marketing initiatives.
This position is ideal for someone who loves variety, thrives in a startup ecosystem, and wants to gain deep exposure to how a business scales. Our client values builders, not just passive observers—they want someone who is not afraid to speak up, share insights, and constructively challenge thinking to keep the company moving forward.
Key Responsibilities Sales & Marketing Growth Support
- Lead & Pipeline Coordination: Assist with basic CRM management, tracking inbound leads, and ensuring timely follow-ups for potential clients.
- Content & Campaign Assistance: Coordinate the distribution of marketing content, newsletter scheduling, and social media touchpoints (LinkedIn/Twitter) for the CEO’s personal brand and the company.
- Collateral & Pitch Deck Creation: Design and refine high-impact sales presentations, proposals, and marketing materials using modern design tools.
- Client Relationship Management: Act as a professional first point of contact for prospective clients, ensuring an exceptional onboarding and intake experience.
Executive Support & Alignment
- Calendar & Inbox Gatekeeping: Proactively manage the CEO’s schedule, filter emails, prioritize incoming requests, and ensure time is optimized for high-leverage activities.
- Accountability Partner: Keep the CEO and leadership team aligned on weekly priorities, upcoming deadlines, and critical action items.
- Meeting Mastery: Coordinate executive and client meetings, prepare agendas, take rigorous notes, and drive the execution of post-meeting action items.
Operations & Project Management
- Task Tracking: Organize and delegate cross-departmental tasks using ClickUp to ensure nothing falls through the cracks.
- Process Optimization: Identify operational bottlenecks, suggest improvements, and document standard operating procedures (SOPs) to help the company scale.
- Ad-Hoc Projects: Handle confidential business operations and occasional personal administrative tasks for the CEO with maximum discretion.
What You BringExperience
- 2+ years of experience supporting Founders, Executives, or leadership teams in a fast-paced environment (Startup or Agency experience is highly preferred).
- Proven track record of managing complex calendars and executing administrative workflows independently.
- Familiarity with the lifecycle of a B2B sales funnel or digital marketing basics.
Technical Skills & Knowledge
- Sales/Marketing Literacy: Basic understanding of lead nurturing, CRM management (HubSpot, Pipedrive, or similar), and professional communication for business development.
- Project Management Tools: Proficiency with ClickUp (or similar tools like Asana/Monday) for tracking projects.
- Design & Presentation Software: Hands-on experience with Canva and Gamma to build clean, modern, and visually appealing presentations and documents.
- Digital Ecosystem: Advanced proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint) and tech-savvy enough to learn new software rapidly.
Soft SkillsProactive & Resourceful: You don’t wait for instructions; you anticipate needs, solve problems independently, and figure out the "how." Confident Communicator: You possess exceptional written and verbal communication skills and are comfortable managing up. High Attention to Detail: You notice the small things that others miss, ensuring client-facing materials are flawless. Adaptable & Resilient: You stay grounded and energized in an evolving, high-growth startup environment.Why You Should Join
- Direct Impact: Your work will directly influence the company’s growth trajectory and the success of their clients.
- 360-Degree Business Exposure: Gain unparalleled experience across executive management, operations, finance, sales, and marketing.
- Autonomy & Trust: Our client doesn’t micromanage. They trust their team to own their roles and execution.
- Professional Growth: Clear pathways for long-term career progression as the company continues to scale rapidly.
Job Type: Full-time
Pay: $35,000.00 - $40,000.00 per month
Application Question(s):
- Since this role requires interacting with high-level clients and creating professional content, how would you rate your English fluency, and can you describe your experience working or writing in an all-English business environment?
- What is your process for quickly mastering new digital tools or software, and can you give me a brief example of a tool you learned on the job?
- How do you handle prospective clients or inbound leads when they contact the CEO, and what steps do you take to ensure they receive a professional and timely follow-up?
- If the CEO asks you to help prepare or distribute marketing materials, presentations, or social media content, what is your process to ensure the design and messaging look professional?
- This is a 100% remote (home office) position. Are you comfortable working in a fully remote setup, and does the proposed salary for this role align with your current expectations?
- This role requires basic understanding of sales and marketing tasks. Do you possess this experience?
Work Location: Remote
