- Provide administrative support for the assigned team and its members.
- Data entry including logging meetings and creating tasks, opportunities, and quotes in Salesforce.
- Maintain team data and resources.
- Manage appointment requests and assist in weekly, monthly, and quarterly planning.
- Professionally respond to clients by monitoring and fielding requests.
- Create reports to help Client Partners and Managing Director track revenue and progress toward goals.
- Reconcile Managing Director and Client Partner revenue.
- Utilize PowerPoint and Excel for team communication and tracking purposes.
- Work closely with the sales and operations team to ensure project success.
- Communicate with the team and clients, providing timely and accurate information.
- Act as the point person for team meeting logistics.
- Assist with ad-hoc administrative assistance to the team and complete special projects as assigned.
Basic Qualifications
- 2+ years of administrative/sales support experience.
