Executive Sales Assistant (Y.W)

Key Responsibilities of the Bilingual ESA

• Email & Communication Management
• Email retreat inquiries and coordinate next steps.
• Maintain organized inbox systems.
• Support follow-up cadence for pending proposals.
• Ensure professional, timely communication with prospects.

• CRM & Administrative Support
• Maintain updated contact records in CRM.
• Track key dates and client touchpoints.
• Aid in light reporting and sales tracking.
• Research conferences and events for brand growth opportunities.

• Sales Presentations & Proposal Design
• Create polished, executive-level sales presentations in Microsoft PowerPoint.
• Design promotional materials using Canva (social graphics, event promotions, branded visuals).
• Provide design samples/portfolio upon application.
• Develop structured, polished proposals and quotes in Microsoft Word.
• Translate retreat offerings into persuasive, well-designed client decks.
• Convert presentations and quotes into professional PDFs for client delivery.
• Maintain a template library for efficient proposal turnaround.

• Lead Generation
• Use LinkedIn Sales Navigator to identify and qualify ideal prospects.
• Build and maintain targeted lead lists.
• Conduct company and decision-maker research.
• Track outreach and pipeline activity in CRM.
• Support enterprise-level retreat bookings through proactive prospecting.

• Social Media Management & Lead Growth
• Manage LinkedIn, Instagram, Facebook (and relevant platforms).
• Create, schedule, and post engaging content consistently.
• Develop content that positions retreats as premium, transformational experiences.
• Respond to messages and inquiries in a timely manner.
• Engage strategically with prospects to generate inbound leads.
• Monitor performance and suggest improvements to grow visibility.

• Sales Support & Appointment Scheduling
• Schedule discovery calls and sales meetings.
• Track follow-ups and ensure no opportunity slips through the cracks.
• Shadow sales calls and capture notes/action items.
• Maintain CRM accuracy and pipeline hygiene.
• Monitor retreat quote follow-ups and confirm client decisions.

• Guest Onboarding & Retreat Experience Support
• Support onboarding of retreat guests.
• Send pre- and post-retreat surveys via Typeform.
• Follow up with guests who haven’t completed surveys.
• Export and organize survey data into spreadsheets.
• Consolidate feedback for internal review before retreats.
• Ensure smooth client experience from inquiry to retreat completion.