Jobs · Sales · Wisconsin

Sales Executive Assistant

Heartland Business Systems · Little Chute, WI · 2 wk ago
SalesFull-time

Position Summary

The Sales Executive Assistant provides high-level administrative and operational support in a fast-paced, dynamic environment. This role partners closely with the Chief Revenue Officer (CRO) and Sales leadership, serving as a trusted liaison across the Sales organization and broader HBS team. This individual exercises sound judgment, communicates effectively, and manages multiple priorities with a high level of organization and attention to detail. This individual operates with a high degree of independence, handles sensitive and confidential information with discretion, and thrives under pressure while supporting a wide range of executive-level activities.

Roles and Responsibilities/ Essential Functions

  • Serve as a strategic partner to the CRO and Sales leadership, exercising independent judgment to manage competing demands, anticipate needs, and support effective decision-making.
  • Manage a highly dynamic executive calendar, including prioritization, strategic scheduling, and conflict resolution; act as a gatekeeper for the CRO’s time by evaluating requests and aligning meetings with business priorities.
  • Cook up and execute key sales meetings and communications, including monthly calls, agendas, content development, and post-meeting distribution.
  • Cook up and execute complex domestic travel arrangements (flights, hotels, ground transportation) and align logistics across designated team members to ensure seamless execution.
  • Oversee expense management for the CRO, including submission, review, and approval of expenses in a timely manner.
  • Lead end-to-end event planning for executive and sales-level events (e.g., Quarterly Business Reviews, Sales Kick Offs), including logistics, vendor coordination, catering, communications, and materials.
  • Support executive communications and presence, including managing professional social media activity in partnership with Marketing.
  • Perform a wide range of administrative and operational tasks, including invoice processing, vacation approvals, performance review coordination, and executive meeting logistics.
  • Serve as a back up for other administrative functions.

Competencies

  • Accountability: Accountability looks at the extent to which an individual is willing to accept responsibility.
  • Adaptability: Adaptability looks at the extent to which an individual can fit into a changing working environment.
  • Business Acumen: Business acumen looks at the ability of the individual to understand and discriminate between various business related topics and issues.
  • Communication: Ability to promote understanding through exceptional written, oral, interpersonal, and presentation skills.
  • Detail Oriented: Detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
  • Decision Making: Decision making skills look at the ability of the individual to select an effective course of action while controlling resources and expenditures.
  • Innovative: Innovation is the ability to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas from employees and co-workers.
  • Organized: Organizational skills looks at the ability of the individual to be structured and methodical in working skills.
  • Relationship Building: Relationship building looks at the ability of the individual to establish and maintain a good rapport and cooperative relationship with customers and co-workers.
  • Reliable: Reliability looks at the ability of the individual to be dependable and trustworthy.
  • Self-Motivated: Self motivational skills looks at the ability of the individual to reach a goal or perform a task with little supervision or direction.
  • Working Under Pressure: Working under pressure looks at the ability of the individual to maintain composure when exposed to stress.

Required Experience

  • 6+ years of administrative experience to include at least 3+ years of supporting Executive Leadership

Required Skills, Education and/or Certifications

  • Bachelor’s Degree or equivalent years of experience
  • Strong judgment in determining when to act autonomously vs. when to escalate, with a bias toward ownership and solutioning.
  • Exceptional organization, prioritization, and time-management skills, with the capacity to manage multiple high-priority requests simultaneously.
  • Computer Skills: High Proficiency in Microsoft Office Suite, specifically Outlook, Word, Excel & Power Point.

Equal Opportunity Employer – Including Disabled and Veterans

#HBS

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