Manages executive availability and commitments to ensure clear priorities and optimum use of executive time
Effectively organizes, drives and controls virtual and face-to-face meetings such that agenda and action items are clearly understood by participants, and meeting outcomes are productive
Successfully complete critical aspects of deliverables with a hands-on approach
Prioritize conflicting needs and handle matters expeditiously and proactively
Regularly interact with Executive Assistants and Events team located in the Lehi and San Francisco Offices in an effective and productive manner
Partner to drive and coordinate different employee engagement opportunities
Maintain records, analyze data, and generate reports for Sales leadership team
Create and distribute unique offers for approval and send to Sales Reps via DocuSign
Manage the onboarding of seasonal referrals and special teams Sales Reps, including background check, I-9 compliance, HIS licensing, administering equity grants and assisting with setting up Schwab accounts.
Timely set up of pre-SRA/SSD system and tool access for new and transferred reps
Manage recruiting events presenting and live time onboards and recruiting Stars data including reports and (management/data teams) reports office audits.
Update employee records in Workday for promotions, demotions, and transfers. Run weekly status reports of reps pending changes. Assist manager and reps for timely completion of Workday documents.
Timely and accurately manage collections efforts to recoup Fusion special offer funds in the event of departure.
Assist with office creations ensuring proper locations and management is tagged.
Issue referral credits to Sales Reps.
Support other departments as needed
Perform administrative tasks associated with the budget planning process
Schedule executive appointments and meetings, including coordination of travel and lunches/dinners
Calendar maintenance for the RVPs
Answer/Screen/Route telephone calls for RVPs
Prepare and manage expense reports
Manage employee intranet pages for including content updates
Manage purchase requisitions from start to finish in Oracle
Organization, prepare and edit executive presentations
Ensure that guests receive a best-in-class impression and experience
Manage/coordinate department functions and events, ie All Hands meetings, leadership offsites, etc.
Bachelor’s degree preferred
Requires a minimum of 5+ years of experience supporting executive level teams; support of sales executives preferred
Very strong organizational and computer skills (e.g. MS Word, Excel, and PowerPoint) and/or Google Suite.
Excellent interpersonal and communication skills with all levels of an organization from C-Suite to individual contributor;
Experience with managing multiple executives and responsibilities
Ability to manage multiple projects and priorities;
Must be a self-starter with the ability to work effectively in both an autonomous and team centric environment;
Must be able to effectively communicate and support leaders in a remote capacity;
Ability to collaborate collegially with peers in other companies, divisions or departments as required to ensure effective program/project management, and responsive administrative coordination;
Understands and applies program/project management methods and processes to define, plan, cost, resource, track and ensure the accomplishment of targeted goals.
Must be able to travel roughly 50% of the time