About The Position

This is a role for someone who loves bringing order to chaos and genuinely enjoys being the backbone of a growing business. You'll be working closely with Greg, an engineering and construction professional, to keep projects on track, clients well-informed, and the business running smoothly. If you're the type of person who spots a dropped ball before it hits the floor — and picks it up without being asked — this role was made for you.

Requirements

  • Experience with HubSpot and QuickBooks
  • Proficiency in Outlook and the Microsoft suite
  • Highly organized with a strong project management background
  • Excellent written communication skills — you can write a polished proposal and speak the language of engineering or construction
  • Self-directed and reliable — you don't need to be micromanaged or reminded of the same thing twice
  • Proactive communicator who keeps clients and Greg in the loop without being asked

Nice To Haves

  • Background or familiarity with the engineering or construction industry is a strong plus

Responsibilities

  • Managing Greg's schedule, tasks, and project timelines to keep everything moving forward
  • Handling email management and day-to-day administrative tasks
  • Updating client records in HubSpot and inputting data into QuickBooks
  • Keeping Greg accountable to deadlines, deliverables, and commitments
  • Conducting structured client check-ins at the 3, 6, and 12-month marks after project completion
  • Creating and sending Project Books to clients once a project wraps up
  • Managing client communications around project updates — so nothing gets promised without checking the calendar first
  • Writing and sending professional proposals to clients and leads
  • Sending invoices and following up on outstanding proposals
  • Managing leads and contacts within HubSpot (CRM)
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