This is not a traditional Executive Assistant role.
This role is for someone who thrives in high-velocity environments, has sales support/operations support experience, and wants to act as the operational right-hand to a fast-moving CEO who is also Head of Sales.
You will run point on the CEO’s calendar, travel, and communications, but your real value is owning sales execution details, HubSpot data integrity, deal flow coordination, and revenue support across the full sales cycle.
If you are energized by pace, accountability, and high standards, this role will stretch and reward you. If you prefer predictable days, narrow scope, or repeated instruction, this role will not be a fit.
ABOUT THE ROLE
You will serve as the CEO’s execution partner, not just administrative support. The CEO moves fast, travels frequently, and manages multiple active deals at once. Your job is to anticipate what he needs before he asks, keep sales data clean and current, and remove friction from his day so deals move forward without delays or errors.
This role also includes office management responsibilities, but sales and CEO support always take priority.
This position is in-office Monday through Friday, 8:30 AM to 5:00 PM, with flexibility required outside standard hours based on travel, deals, and executive needs.
WHAT YOU WILL OWN
CEO Support and Execution
- Own and manage the CEO’s calendar, travel, meetings, and daily priorities.
- Anticipate needs throughout the day, including logistics, preparation, follow-ups, and time protection.
- Draft, edit, and/or prepare executive-level documents, presentations, board materials, and internal communications.
- Handle highly sensitive and confidential information with discretion and sound judgment.
Sales Operations and Revenue Support
- Own day-to-day sales operations for the CEO.
- Maintain HubSpot accuracy, including deal stages, notes, tasks, follow-ups, and reporting.
- Track active deals through the full sales cycle and surface risks, gaps, or stalled motion.
- Build and update pricing worksheets, ROI models, proposals, and basic financial calculations quickly and accurately.
- Support sales meetings, follow-ups, prospect coordination, and sales reporting.
- Act as the operational extension of the CEO in all revenue-related work.
Office and Team Support
- Manage office operations, supplies, and workspace organization.
- Support onboarding logistics for new hires.
- Coordinate monthly board calls and quarterly in-person board meetings.
- Support company events, sales events, and travel as needed.
WHO THIS ROLE IS FOR
This role is for someone who:
- Is achievement-driven and takes pride in being indispensable.
- Thrives in fast-paced, high-expectation environments.
- Anticipates needs without waiting for instruction.
- Understands sales motion, deal flow, and CRM discipline.
- Learns quickly, corrects mistakes promptly, and avoids repeating them.
- Is comfortable owning outcomes, not just tasks.
REQUIRED EXPERIENCE AND SKILLS
- 4+ years supporting a CEO, founder, or senior executive in a fast-paced environment.
- Direct experience supporting sales operations or a revenue leader.
- Hands-on HubSpot (or similar) experience managing deals, pipelines, tasks, and reporting.
- Advanced proficiency in Google Workspace and spreadsheet creation.
- Strong written and verbal communication skills.
- Ability to perform basic financial and pricing calculations accurately and quickly.
- High attention to detail with low tolerance for errors.
- Comfort working in an office full-time with flexibility for travel and extended hours as needed.
WHY THIS ROLE MATTERS
Your work directly impacts revenue, execution speed, and leadership effectiveness. You will sit at the center of decision-making, deal flow, and executive operations in a company focused on protecting employers and creating safer workplaces.
This role offers exposure, responsibility, and growth for someone who wants to operate at a high level alongside an ambitious CEO and executive team.
Responsibilities -
- Serve as a right hand to our CEO and assist the remaining executive team (as applicable), managing complex calendars, coordinating travel arrangements, and streamlining their day-to-day tasks.
- Prepare, edit, and format key documents, including client presentations, management reports, and internal communications.
- Support sales activities for the CEO and sales team, including CRM updates, creating sales materials, tracking sales team performance, and assisting with client and prospect interactions.
- Organize and schedule meetings, team events, and activities, ensuring smooth execution.
- Maintain office standards as the office manager, managing supplies and overseeing the physical workspace to promote a productive environment.
- Prepare and set up for monthly board financial calls and in-person quarterly board meetings, ensuring seamless execution and professionalism.
- Handle sensitive and confidential information with utmost discretion and professionalism.
- Assist with onboarding processes for new hires, ensuring a seamless experience for new team members.
- Take initiative on special projects and continuously identify opportunities to improve processes.
- Assist in sales coordination, including CRM management, tracking sales goals, generating leads, and supporting sales representatives.
- Perform other miscellaneous duties as assigned.
- Travel, as needed, for purposes of Sales events or annual events for the Sales team, which the CEO leads.
What We Are Looking For -
- Experienced: At least 4+ years of experience as an Executive Assistant working with C-suite executives in a fast-paced, high-stakes environment. Sales support experience is a plus.
- Proactive: You anticipate needs, act quickly, and stay two steps ahead of the executives you support.
- Detail-Oriented: Nothing gets past you. You double-check every detail, ensuring everything is polished and precise.
- Tech-Savvy: You are highly proficient in Mac operating systems, Google Workspace (Docs, Sheets, Slides), and CRM systems (HubSpot experience preferred).
- An Excellent Communicator: Your verbal and written communication skills are exceptional, and you can represent the company professionally at all times.
- Adaptable: You thrive on juggling multiple tasks and priorities without missing a beat.
- Mission-Driven: You believe in the importance of creating safer workplaces and are passionate about making an impact.
- Available: You’re committed to being in the office during regular working hours (8:30 AM to 5:00 PM) and are flexible to work outside these hours as needed.
Required Skills -
- Organizational Skills: Exceptional organizational skills and meticulous attention to detail, ensuring accuracy in all financial tasks.
- Communication Skills: Strong verbal and written communication skills, including the ability to professionally handle client calls and inquiries.
- Problem-Solving and Initiative: A proactive problem-solver with the ability to prioritize tasks, meet deadlines, and navigate challenges effectively.
- Customer Service Mindset: A collaborative approach with a focus on providing exceptional customer service and resolving issues promptly.
- Technical Proficiency: Familiarity with Google Workspace (Docs, Sheets, etc.) and other cloud-based tools.
Pay range and compensation package - The salary range for people entering this role is $70,000 - $90,000, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for a discretionary bonus based on individual and organizational performance and goal attainment. We believe in providing a well-rounded package that supports both your personal and professional life. Our total rewards package includes a flexible benefits plan and career development programs designed to help you thrive in a diverse and supportive workplace. Here’s what we offer:
- Medical, Vision and Dental Insurance
- Paid Time-Off Program + Sick Days + 13 Company Paid Holidays
- 401(k) Retirement Plan
- Basic Life and Supplemental Life Insurance
- Health Spending Account (+ Employer Contributions)
- Long-Term Disability
- Company Parking
- Professional Development and Learning Opportunities
- On-the-job Training and Skills Development
Equal Opportunity Statement - This is a full-time, in-office position. This position is an "at-will" position. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
Industry - Human Resources/Risk Management/Technology Solutions
Location - Dallas, TX
Travel - Some, if any