Executive Assistant - Sales and Marketing Coordinator
- Manage the owner's inbox, forwarding emails to the appropriate team members
- Maintain the CRM and use it to track meeting notes, assign tasks, apply AI to distill key findings from
client notes, and assist with client segmentation - Produce reports on tasks and calls
- Keep the sales inventory current, including opportunity size, estimated close date, and next call
- Track team activity and sales results
- Produce creative marketing concept pages using AI and submit them for compliance approval
- Conduct marketing research on individual and business clients and prospects
- Serve as backup for preparing materials for client meetings