Executive Assistant

• Manage and maintain executive schedules, including scheduling meetings, appointments, and travel arrangements.
• Act as a gatekeeper for emails and calendars, ensuring effective time management.
• Prepare and edit correspondence, reports, and presentations.
• Assist in the preparation and coordination of executive meetings and events.
• Handle incoming calls, emails, and other communications on behalf of the executive team.
• Conduct research and compile data for reports and presentations.
• Maintain filing systems and ensure accurate record-keeping.
• Ensure the accuracy and timeliness of sales documentation in the CRM system, ConnectWise, across all locations.
• Monitor sales activities and follow up with the sales team to ensure updates and proper documentation.
• Pull and analyze sales reports from ConnectWise to identify discrepancies and ensure data accuracy.
• Communicate with sales teams to request updates and corrections in ConnectWise.