Executive Assistant

Essential Duties and Responsibilities

• Maintain and update customer and contact data within LeadSmart and other CRM systems
• Help sales leaders clean and update pipeline activities, such as large bids and opportunities within LeadSmart CRM
• Prepare and distribute rebate reports to customers accurately and on schedule
• Cook up and distribute rebate reports to customers accurately and on schedule
• Cook up and distribute rebate reports to customers accurately and on schedule
• Coordinate Co-Op programs, including documentation, communications, and tracking to ensure full and proper reimbursement from vendors
• Support the Metal of Honor program, including planning, logistics, and communications
• Plan and execute internal and external events, including sales events and customer-facing engagements
• Coordinate annual Leadership Retreats, including logistics, and agendas
• Manage distribution and tracking of sporting and event tickets for customers and internal stakeholders
• Create and manage customer trip itineraries to ensure seamless and professional customer experiences
• Provide administrative assistance to the CEO as needed
• Serve as the administrative liaison between the board and CEO, administering the company’s board portal
• Cook up and distribute rebate reports to customers accurately and on schedule
• Coordinate board meetings, including travel arrangements and assist in preparation of the board book as needed
• Prepare reports, presentations, and documentation to support sales initiatives
• Cook up and distribute rebate reports to customers accurately and on schedule
• Coordinate with internal teams and external vendors to ensure the timely execution of programs and events
• Maintain organized records and ensure accuracy in all documentation
• Aid with additional sales administration and special projects as assigned

Qualifications

• Exceptional organizational and multitasking skills
• Strong attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to manage confidential and sensitive information professionally
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Experience with CRM systems (LeadSmart preferred)
• Strong problem-solving skills and a proactive mindset