Executive Assistant – CEO, CFO

CAI Software, LLC

. Serve as a trusted right hand to the CEO and CFO, anticipating needs, removing friction, and protecting executive time and focus .

Posted 5/20/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Serve as a trusted right hand to the CEO and CFO, anticipating needs, removing friction, and protecting executive time and focus
Manage complex, ever-changing CEO and CFO calendars across multiple time zones; resolve conflicts with sound judgment on priority and trade-offs
Schedule and coordinate internal and external meetings, including leadership team, customer, partner, sponsor, and board-level interactions; prepare agendas, pre-reads, and logistics so each meeting starts on time and ends with clear outcomes
Act as gatekeeper for incoming communications, requests, document signing, and meeting invitations; triage and align with quarterly priorities and value-creation initiatives
Prepare, format, and proof high-quality reports, presentations, and briefing materials for internal leadership, board, sponsor, and external audiences
Coordinate end-to-end logistics for Board of Directors and sponsor meetings — scheduling, materials assembly, distribution, dinners, and follow-up correspondence
Partner with the CFO and Finance team on board books, quarterly reporting packages, and committee materials; maintain board portal and secure data-room organization
Support the CFO with the rhythm of the financial calendar — month-end and quarter-end close, audit, budget, lender reporting, tax, and insurance timelines
Support a high-tempo M&A and integration agenda by coordinating diligence calls, management presentations, site visits, and signing/closing logistics
Plan and manage detailed domestic and international travel for the CEO and CFO, including flights, ground transportation, accommodations, visas, and resilient backup plans for disruptions; reconcile expenses promptly and accurately
Plan and execute corporate events, leadership offsites, sponsor visits, customer dinners, town halls, and team meetings; manage venue selection, vendors, contracts, and budget tracking
Track action items, decisions, and follow-ups across executive forums and ensure timely closure with accountable owners
Support general office administration in the executive suite; maintain organized filing systems, contract repositories, and executive records, both physical and digital
Handle highly confidential information with the highest level of discretion

Requirements

What you’ll need

Bachelor's degree required (Liberal Arts, Business, Communications, Finance, or related field)
3–7+ years of experience as an Executive Assistant or in a similar senior administrative role supporting C-level executives
Experience supporting C-suite executives in the enterprise software, technology, or other fast-paced industry strongly preferred
Prior experience in a private equity-backed, sponsor-owned, or financially-driven environment preferred
Advanced calendar, time, and inbox management across multiple stakeholders and time zones
Strong meeting, travel, and event planning experience, including international and high-stakes logistics
Excellent written and verbal communication; ability to draft executive-level correspondence and edit board-ready materials
Advanced proficiency with Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint, SharePoint) and core business tools (Zoom, Concur or similar expense systems, DocuSign or similar e-signature platforms)

Benefits

Comp & perks

Health insurance
Paid time off
Professional development opportunities
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

calendar managementtime managementinbox managementmeeting planningtravel planningevent planningreport preparationpresentation formattinglogistics coordinationbudget tracking

Soft Skills

communicationdiscretionjudgmentorganizationanticipationproblem-solvingcollaborationattention to detailtime prioritizationconflict resolution