The client is an innovative medical device startup on a mission to save lives with breakthrough technology. We’re looking for a highly organized and proactive Executive Assistant to support day-to-day operations across the business.
Administration
- Complete distributor and vendor onboarding paperwork and upload required documents
- Approve team member time tracking in ConnectTeam (WFM software)
CRM & Sales Support
- Collect leads from 4 team members and update Zoho CRM
- Enter contacts, notes, and last contact dates
- Send requested literature, documents, and contracts to customers and partners
- Keep the pipeline organized and accurate
- Send introduction emails after meetings
- Schedule and track follow-ups
- Remind sales reps when replies are needed
Scheduling & Communication
- Schedule meetings on behalf of the CEO and VP of Sales
- Send calendar invites and confirmations
- Handle rescheduling and coordination
- Help monitor communications and ensure timely responses
Travel & Conferences
- Book flights, hotels, and travel arrangements for team members
- Coordinate conference registrations and reservations
- Send organized itineraries
- Assist with travel changes or cancellations
Outreach
- Send LinkedIn outreach messages before conferences from CEO account
- Track responses and schedule meetings
- Follow up with contacts when needed
Software: Microsoft Office, Google Workspace, Zoho (CRM), Connect Team.
Top Skills
What We Do
ClearSource at its core is a customer experience company. We help our partners optimize the customer journey from initial acquisition to throughout the lifecycle of each customer. Our mission is to drive customer loyalty and engagement by creating an exceptional experience at every touchpoint. Our services include outsourced customer care, technology including artificial intelligence/machine learning, and consulting services.
