About The Position

We are looking for a Proactive Executive Assistant who possesses a strong marketing perspective. This role is not just about checking boxes; it’s about improving systems. You will lead our migration from DonorPerfect to Salesforce , optimize our Asana workflows, and ensure our marketing engine (email, web, and social) runs with perfect consistency. The ideal candidate is someone who is meticulously detail-oriented but never loses sight of the "big picture." You are a self-starter who doesn't wait for instructions—you identify competing priorities and proactively communicate to keep the business moving forward.

Requirements

  • Proven track record of managing and/or migrating data within Salesforce.
  • Deep experience in Asana and the ability to train others on its features.
  • Highly proactive communication. If you have too much on your plate, you reach out to align on reprioritization before a deadline is missed.
  • Strong branding and marketing perspective; you know what "good" looks like.
  • Detail-oriented with a focus on the high-level perspective.

Nice To Haves

  • Familiarity with the unique workflows and donor relations of the non-profit sector.

Responsibilities

  • Lead the migration and onboarding process from DonorPerfect to Salesforce.
  • Act as the Salesforce administrator, ensuring data integrity, updating records, and managing client/donor onboarding.
  • Draft and manage monthly emails, ensuring all podcasts, announcements, and events are included. Align this content with the social media and web teams.
  • Perform monthly refreshes of website content to reflect the latest events and news.
  • Research networking opportunities, present them to Christen, and handle registrations and calendar blocking.
  • Draft follow-up emails and ensure new contacts are added to the CRM.
  • Assist with social media content creation and data analytics, bringing a "great eye for design" to all assets.
  • Act as the internal expert in Asana, setting up projects and teaching Christen how to maximize the platform for efficiency.
  • Create and optimize Google Forms, Excel spreadsheets, and complex reporting structures.
  • Filter and organize emails into subfolders, flagging VIPs, and protecting Christen’s calendar from overlaps.
  • Monitor receipts and coordinate with the bookkeeper via Dropbox.
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