Executive Assistant

BlueTeamBoca Raton, FL
Onsite

About The Position

This role provides unparalleled support to the Chief Executive Officer, focusing on sales/client relationships and team building. The Executive Assistant will be at the center of strategic decision-making, helping drive growth while building relationships with top commercial clients. This is a fast-paced environment requiring a proactive and organized individual.

Requirements

  • CRM experience required (Salesforce, HubSpot, Zoho, or similar)
  • Strong Excel and reporting capabilities; comfortable analyzing data
  • Advanced proficiency in Microsoft Outlook, Word, PowerPoint
  • Able to quickly interpret data, spot gaps, and drive clarity
  • Highly proactive and organized; thinks multiple steps ahead
  • Confident managing up and providing structure to a fast-moving executive
  • Calm, discreet, and unflappable under pressure
  • Direct communicator with excellent judgment
  • Detail-oriented with high standards for follow-through
  • Bachelor’s degree in business administration, Sales, Marketing, etc.
  • 5+ years supporting a CEO or C-suite executive in a fast-moving environment
  • Strong understanding of sales processes, CRM systems, and reporting
  • Experience managing both professional and personal executive support
  • Comfortable operating with autonomy, authority, and accountability
  • Ability to read and comprehend complex instructions, correspondence and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
  • An ability to solve practical problems and deal with a variety of concrete and abstract variables in situations where only limited standardization exists.

Nice To Haves

  • Willing and able to travel with or on behalf of the CEO
  • Multilingual a plus
  • Experience in sales-driven, services, or founder-led organizations

Responsibilities

  • Act as an extension of the CEO; managing priorities, deadlines, and follow-through
  • Proactively plan schedules, meetings, and focus time with business impact in mind
  • Gatekeep time and communications to minimize distractions and maximize effectiveness
  • Track commitments and hold internal teams accountable on the CEO’s behalf
  • Own CRM accuracy, pipeline visibility, and executive-level reporting
  • Prepare weekly and monthly sales reports, dashboards, and summaries
  • Track KPIs, forecasts, and performance trends for leadership review
  • Ensure sales follow-ups and commitments are logged and executed
  • Coordinate complex domestic and international travel (business and personal)
  • Prepare pre-read materials, agendas, and action items for meetings
  • Attend key meetings as needed to capture notes, tasks, and next steps
  • Ensure all logistics are handled smoothly, efficiently, and cost-effectively
  • Manage select personal scheduling, travel, and administrative needs
  • Handle confidential matters with professionalism and discretion
  • Serve as a trusted point of contact for personal vendors and appointments
  • Balance personal and professional priorities with clarity and good judgment
  • Fully in-office presence to support CEO and leadership team
  • Coordinate with internal departments and external partners as needed
  • Support office operations and executive-level events
  • Maintain strong systems, organization, and documentation
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