Executive Wingman II (Hybrid)

We are Kasasa•Austin, TX

1d•Onsite

About The Position

The Executive Wingman II anticipates and meets the needs of assigned executives, departments, prospects, clients, and vendors. The role represents Kasasa, the sales function, and the principal executive in daily interactions, and requires a strong work ethic and the ability to manage multiple priorities, quick pivots, ambiguity, chaos, and complexity. The position provides direct support to the CEO and supports executive-level decision-making and operations, including confidential communications, board meeting coordination, and follow-through on key initiatives. The Executive Wingman II manages executive schedules, calendars, meetings, travel, team events, expenses, and communications; coordinates with internal and external stakeholders; prepares briefings, reports, presentations, and other materials; and proactively identifies and addresses needs or challenges. The role is based onsite at Kasasa offices five days a week, involves travel as needed up to 10% of the time, and includes required participation in culture-related meetings, activities, and events.

Requirements

Bachelor’s degree required.
Proven 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.
At least 5 years of experience working with executive-level employees.
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 the executive and company to outside parties.
Excellent oral and written communication skills and ability to clearly articulate information to varied audiences.
Excellent writing, proofreading, and editing skills.
Ability to handle multiple priorities simultaneously.
Legally authorized to work in the United States.
Required to work onsite at Kasasa offices five days per week.
Required to 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.

Nice To Haves

Exposure to CRM processes.
Experience interfacing with clients, prospects, and external partners within the Banking and FinTech industries.

Responsibilities

Infuse the Patch Values into work ethic and every interaction.
Manage assigned executives’ team members’ schedules, calendars, meetings, travel, and team events; prioritize Executive Team events and client or prospect calls and meetings.
Coordinate with team members, executives, external partners, clients, and prospects to meet scheduling needs tied to goals and strategies.
Submit assigned expenses and related reporting according to deadlines and processes.
Anticipate potential problems affecting assigned executives, recommend and coordinate solutions, and proactively plan for needs; address unexpected challenges with ownership and urgency.
Handle matters proactively and expeditiously, following through on projects to successful completion.
Manage assigned incoming and outgoing communications with vendors, clients, prospects, and Kasasa staff in support of executives’ strategies and goals.
Optimize executive meeting and travel plans as needed or requested.
Provide direct support to the CEO, including 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, and proactively address challenges to support daily operations and long-term success.
Serve as a liaison between the CEO and internal teams or external stakeholders, facilitate executive-level decision-making, 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 agenda creation, distribution of materials, minute-taking, and governance compliance.
Prepare confidential reports, presentations, and documents, ensuring accuracy, completeness, and alignment with organizational priorities.
Create organized communications to manage events and other communications.
Perform other duties as assigned by executives.