Executive Wingman II (Hybrid)

Kasasa•Austin, TX

18h•Onsite

About The Position

The Executive Wingman II anticipates and meets the needs of assigned executives, departments, prospects, clients, and vendors. This role represents Kasasa, the sales function, and the assigned principal executive in daily interactions, and is expected to reflect the company’s Patch Values. The position requires a strong work ethic and the ability to manage multiple priorities, quick pivots, ambiguity, and complexity. The role provides direct support to the CEO, including managing complex calendars, prioritizing critical tasks, coordinating high-level meetings, and handling confidential communications with professionalism and discretion. As a strategic partner, the Executive Wingman anticipates executive needs, prepares briefing materials, supports executive-level decision-making, and acts as a liaison between the CEO, internal teams, and external stakeholders. The role also coordinates board meeting logistics and prepares confidential reports, presentations, and documents. The position requires a bachelor's degree and at least five years of experience working with executive-level employees. It is required to work onsite at Kasasa offices five days a week, with travel as needed up to 10% of the time. Participation and engagement in culture-related meetings, activities, and events are required. Physical demands include extended sitting, simultaneous use of the hand, wrist, and fingers, frequent oral communication, daily operation of standard office equipment, and occasionally lifting or moving up to 20 pounds.

Requirements

Bachelor's degree required.
At least 5 years of experience working with executive-level employees.
Ability to work independently and make sound day-to-day judgments on assigned and ad hoc duties with very limited or no direction from executives.
Ability to work under time constraints and be available as needed.
Extremely proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Interpersonal skills and business vocabulary sufficient to represent executives and the company effectively to outside parties.
Excellent oral and written communication skills and ability to clearly articulate information to various audiences.
Exposure to CRM processes and experience interfacing with clients, prospects, and external partners within the Banking and FinTech industries.
Excellent writing, proofreading, and editing skills.
Ability to handle multiple priorities simultaneously.
Ability to travel as needed, up to 10% of the time.
Must be legally allowed to work in the U.S.
Must work onsite at Kasasa offices 5 days a week.
Must participate and engage in culture-related meetings, activities, and events.
Superior attention to detail and ability to multitask and change priorities quickly.
Strong sense of urgency and efficiency in completing work.
Exemplary time management and prioritization skills.
Ability to maintain composure under pressure and manage unforeseen situations.
Excellent judgment, problem-resolution, and decision-making skills.

Responsibilities

Infuse the Patch Values into work ethic and every interaction.
Manage assigned executives’ team members’ schedules, calendars, meetings, travel, and team events, and prioritize Executive Team events and client or prospect calls and meetings.
Interact with team members, assigned executives, external partners, clients, and prospects to manage scheduling needs related to goals and strategies.
Submit assigned expenses and related reporting according to defined deadlines and processes.
Anticipate potential problems affecting assigned executives, recommend and coordinate solutions, and plan for executive needs; respond to unanticipated challenges with ownership and urgency.
Handle matters proactively and expeditiously and follow projects through to successful completion.
Handle assigned incoming and outgoing communications with vendors, clients, prospects, and Kasasa staff in support of assigned principal executives’ strategies and goals.
Optimize meeting and travel plans for assigned executives as needed or requested.
Support the CEO by managing complex calendars, prioritizing critical tasks, coordinating high-level meetings, and handling confidential communications professionally and discreetly.
Anticipate the CEO’s needs, prepare briefing materials, proactively address challenges, and support seamless daily operations and long-term success.
Facilitate executive-level decision-making, liaise between the CEO and internal teams or external stakeholders, and ensure timely information flow and follow-through on key initiatives.
Anticipate and address the needs of the CEO and board members and identify opportunities to streamline communications and administrative processes.
Coordinate board meeting logistics, including creating agendas, distributing materials, taking minutes, and managing compliance with governance requirements.
Compile and prepare confidential reports, presentations, and documents, ensuring accuracy, completeness, and alignment with organizational priorities.
Create well-organized communications to manage events and other communications.
Participate and engage in culture-related meetings, activities, and events.
Perform other duties as assigned by assigned executives.