Executive Assistant / Sales Operations Support (Founder Support Role)

About Us
We are a boutique technology advisory firm based in New York. We work with CEOs, CFOs, COOs, and private equity–backed leadership teams to design, implement, and scale automation and operational systems that improve productivity.
We are a small, fast-moving firm with high standards. Details matter, follow-through matters, and trust matters.

Role Overview
This role exists for founder leverage.

The founder is currently the bottleneck across administrative work, sales follow-ups, outreach coordination, scheduling, preparation, and internal organization. We’re looking for someone who can reliably take ownership of these essential but lower-leverage tasks so the founder can focus on high-impact work: outreach, discovery calls, presentations, closing, and delivery.

This is not a sales role and not a client-facing role.
You will not close deals or manage clients. Instead, you will support sales and marketing behind the scenes by improving organization, preparation, CRM hygiene, and follow-through.

This role is ideal for someone who is:
- Highly detail-oriented
- Hungry to learn
- Comfortable with structure, process, and routine
- “Techy” enough to work confidently in tools, but not expected to design systems independently early on

What Success Looks Like
Success in this role means:
- The founder spends far less time on admin, coordination, follow-ups, and prep
- Sales pipelines, CRM records, and outreach queues are consistently organized and up to date
- Meetings are well-prepared, follow-ups don’t slip, and internal systems feel calmer and more structured
- Over time, recurring workflows begin to get documented and clarified

Core Responsibilities (Top Priorities)
1. Executive Assistance & Administrative Support
- Manage calendar, inbox triage, and scheduling
- Coordinate meetings, calls, and follow-ups
- Prepare agendas and organize call notes or transcripts
- Maintain CRM hygiene and internal records
- Support billing, invoicing follow-ups, and basic back-office tasks
- Take ownership of recurring administrative work that slows the founder down
2. Internal Sales & Marketing Support (Non-Sales)
- Research prospective clients, companies, and opportunities
- Prepare concise background notes ahead of discovery or intro calls
- Organize leads, deals, and contacts in the CRM
- Queue outreach tasks, reminders, and follow-up sequences
- Support list building and prospect organization
- Draft outreach or follow-up emails for founder review (founder sends)

This work supports sales execution internally through preparation, structure, and consistency — not by selling or interacting with clients.

Secondary Responsibilities (Nice-to-Have, Grows Over Time)

Operations & Light Process Support
- Help translate the founder’s processes and thinking into simple SOPs
- Document recurring workflows as they stabilize
- Maintain task boards or internal systems (Notion, ClickUp, etc.)
- Notice repeated inefficiencies and suggest improvements

You are not expected to design systems or own strategy early on. Execution, reliability, and support come first.

Requirements
- Experience in executive assistance, operations, sales coordination, or back-office support
- Strong written and spoken English
- Extremely detail-oriented and organized
- Dependable, trustworthy, and comfortable with accountability
- Comfortable working with structure, process, and recurring tasks
- Familiarity with tools like Google Workspace, CRMs, spreadsheets, and task managers
- Stable internet connection (with backup) and a quiet work environment

This role is well-suited to someone early-to-mid career who values clarity, consistency, and doing things correctly — not someone seeking a senior title or strategic ownership from day one.

Nice-to-Haves
- Sales coordinator or sales operations exposure (admin/process side)
- Experience supporting founders, consultants, or small teams
- Familiarity with Notion, ClickUp, or CRM systems
- Enjoys bringing order to messy or evolving workflows
- Interest in technology, automation, or operations

Why This Role
- Work closely with a founder in a growing, high-standards advisory firm
- Clear expectations focused on execution and leverage
- Long-term, stable role with room to grow responsibility over time
- Meaningful impact without client pressure or quota stress

Final Note
This role is ideal for someone who takes pride in being the person who keeps things running smoothly behind the scenes, enjoys structure and follow-through, and wants to grow alongside a founder who values reliability, clarity, and integrity.