Executive Assistant

Segrera Associates
Boca Raton, FL

Our client is seeking a highly capable Executive Assistant to support the CEO, whose work centers on sales, client relationships, and team leadership. This role requires exceptional organization, proactive thinking, and the ability to thrive in a fast-paced environment.


Key Responsibilities

  • Manage the CEO’s priorities, schedule, and follow-through
  • Track commitments and ensure team accountability
  • Maintain CRM accuracy and pipeline visibility
  • Prepare weekly/monthly sales reports and dashboards
  • Monitor KPIs, forecasts, and follow-up actions
  • Coordinate complex domestic and international travel
  • Prepare agendas, materials, and action items
  • Attend key meetings to capture notes and next steps
  • Handle select personal scheduling, travel, and admin tasks
  • Manage confidential matters with discretion
  • Liaise with personal vendors and appointments
  • Maintain full in-office presence to support leadership
  • Assist with office operations and executive events


Qualifications

  • Bachelor’s degree in Business Administration, Marketing, or related field
  • 5+ years supporting a CEO or C-suite leader
  • Strong understanding of sales processes and CRM systems
  • CRM experience (Salesforce, HubSpot, Zoho, etc.)
  • Strong Excel and reporting skills
  • Confident managing up in a fast-paced environment
  • Calm, discreet, and clear communicator
  • Strong attention to detail and follow-through
  • Ability to travel with/on behalf of the CEO
  • Experience in sales-driven organizations
  • Advanced Outlook, Word, PowerPoint proficiency
  • Highly proactive, organized, and forward-thinking
  • Bilingual in English and Spanish preferred