Executive Assistant

Red Oak•Austin, TX

9d•Hybrid

About The Position

Red Oak is a purpose-built compliance and distribution platform trusted by major financial services firms. With a strong track record of growth and recognition on the Inc. 5000 and RegTech100 lists, Red Oak is a leader in its space. This role is crucial for supporting the CEO in a fast-paced environment, ensuring efficient management of their time, commitments, and strategic initiatives. The Executive Assistant will act as an extension of the CEO's presence, driving continuity and accountability across the organization. This position offers high autonomy, trust, and a clear path for career advancement, as demonstrated by the previous incumbent's promotion.

Requirements

3+ years supporting C-level executives, ideally in high-growth SaaS or private-equity-backed environments
Financial and data literacy — able to produce accurate analyses and board-ready materials with minimal supervision
Working fluency with CRM and operations systems (e.g., HubSpot, Salesforce, Monday, Gong) and the aptitude to learn financial systems quickly
AI fluency in your daily workflow: hands-on use of generative AI (Claude preferred) for drafting, analysis, and workflow automation. This is table stakes here, and you'll be screened on practical proficiency
Impeccable discretion and a track record of handling confidential, market-sensitive information
Exceptional organization and written communication; comfortable representing the CEO to internal and external stakeholders

Nice To Haves

Experience assembling board materials or supporting a founder/CEO through a high-growth phase

Responsibilities

Manage the CEO's complex calendar across multiple time zones — scheduling, conflict resolution, meeting prep, and proactive coordination with internal and external stakeholders
Coordinate all travel logistics from Austin — flights, accommodations, ground transportation, itineraries, and real-time adjustments as business needs shift
Plan and execute team events, client dinners, and other business events with seamless logistics aligned to Red Oak's brand and client experience
Track, follow up on, and close meeting action items and commitments made by the CEO, driving accountability across departments
Prepare and maintain board-level and executive materials — including board deck assembly, data gathering, and iteration with the CEO and Finance — and coordinate board meeting logistics and correspondence with the executive team
Investigate metrics, statistics, and data that surface in meetings using Red Oak's core systems — Monday, HubSpot, Salesforce, Gong, and Rillet — and provide supporting analysis and drill-downs
Conduct financial analysis and compile data reports to support the CEO's strategic initiatives and leadership discussions
Operate and extend AI tools daily — Claude is Red Oak's primary AI platform — to automate recurring reporting, surface insights, flag calendar and action-item trends, and accelerate access to data. You'll build and maintain lightweight AI-assisted workflows, not duplicate them by hand
Represent the CEO's voice and authority in meetings when the CEO is unavailable, conveying decisions and follow-ups with discretion and clarity
Provide personal administrative support to the CEO as needed — including personal scheduling, travel, and errands — handled with the same discretion and reliability as business tasks