About the role
- Manage and track deliverables, including financial models, ROI calculators, board materials, and client presentations.
- Support product and business development initiatives, including research, data analysis, and preparation of client-facing materials.
- Own logistics and details for meetings, travel, board coordination, and partner relationships.
- Shadow in key meetings, take detailed notes, identify action items, and follow through to completion.
- Assist in performance improvement and financial services projects, ensuring tasks are done correctly upfront rather than corrected later.
- Prepare board slides, project documents, and client deliverables with accuracy and professionalism.
Requirements
- 5+ years of relevant experience: ideally including a mix of startup, consulting, strategy, or operations work
- Strong project management skills
- Excellent communication skills
- Proven ability to build client relationships and manage partner interactions
- Advanced proficiency in Microsoft Office Suite
- Background in healthcare, performance improvement, or financial services a plus
- Health insurance
- Professional development opportunities
- Flexible working hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelsROI calculatorsdata analysisproject management
Soft skills
communicationclient relationship managementattention to detailnote-takingfollow-through