Executive Assistant to the CEO (Sales, CRM & Operations)

BlueTeam•Boca Raton, FL

1d•Onsite

About The Position

As Executive Assistant to our CEO, you’ll be at the center of strategic decision-making, helping drive growth while building relationships with top commercial clients. Your primary responsibilities will include:

Requirements

CRM experience required (Salesforce, HubSpot, Zoho, or similar)
Strong Excel and reporting capabilities; comfortable analyzing data
Advanced proficiency in Microsoft Outlook, Word, PowerPoint
Able to quickly interpret data, spot gaps, and drive clarity
Highly proactive and organized; thinks multiple steps ahead
Confident managing up and providing structure to a fast-moving executive
Calm, discreet, and unflappable under pressure
Direct communicator with excellent judgment
Detail-oriented with high standards for follow-through
Bachelor’s degree in business administration, Sales, Marketing, etc.
5+ years supporting a CEO or C-suite executive in a fast-moving environment
Strong understanding of sales processes, CRM systems, and reporting
Experience managing both professional and personal executive support
Comfortable operating with autonomy, authority, and accountability

Nice To Haves

Willing and able to travel with or on behalf of the CEO
Multilingual a plus
Experience in sales-driven, services, or founder-led organizations

Responsibilities

Act as an extension of the CEO; managing priorities, deadlines, and follow-through
Proactively plan schedules, meetings, and focus time with business impact in mind
Gatekeep time and communications to minimize distractions and maximize effectiveness
Track commitments and hold internal teams accountable on the CEO’s behalf
Own CRM accuracy, pipeline visibility, and executive-level reporting
Prepare weekly and monthly sales reports, dashboards, and summaries
Track KPIs, forecasts, and performance trends for leadership review
Ensure sales follow-ups and commitments are logged and executed
Coordinate complex domestic and international travel (business and personal)
Prepare pre-read materials, agendas, and action items for meetings
Attend key meetings as needed to capture notes, tasks, and next steps
Ensure all logistics are handled smoothly, efficiently, and cost-effectively
Manage select personal scheduling, travel, and administrative needs
Handle confidential matters with professionalism and discretion
Serve as a trusted point of contact for personal vendors and appointments
Balance personal and professional priorities with clarity and good judgment
Fully in-office presence to support CEO and leadership team
Coordinate with internal departments and external partners as needed
Support office operations and executive-level events
Maintain strong systems, organization, and documentation
Performs other related duties and assignments as required