Account Representative & Executive Assistant

Account Representative & Executive Assistant

Full-time On-site. Reports to VP / Senior Executive.

We’re looking for a highly organized, client‑focused professional to fill a dual‑function role supporting our executive team while managing a portfolio of key client accounts. This position is ideal for someone who thrives on variety, excels at building relationships, and brings sharp organizational instincts to everything they do.

• Serve as the primary point of contact for an assigned portfolio of client accounts.
• Build and maintain strong, long‑term relationships with clients to drive retention and satisfaction.
• Identify upsell and cross‑sell opportunities and work with the sales team to capitalize on them.
• Respond to client inquiries, resolve concerns promptly, and escalate issues as needed.
• Prepare and deliver regular account reviews, status reports, and performance updates.
• Track account metrics and maintain accurate records in the CRM system.

• Manage complex calendars, schedule meetings, and coordinate travel arrangements for one or more senior executives.
• Draft and proofread correspondence, presentations, and internal communications on behalf of the executive.
• Prepare agendas, take meeting notes, and follow up on action items.
• Handle confidential information with the utmost discretion and professionalism.
• Organize and prioritize executive tasks, helping manage competing deadlines and priorities.
• Assist with special projects, research, and ad hoc requests as they arise.

• Competitive salary.
• Health & benefits:
  Medical, dental, and vision.
• Growth opportunities.
• Clear path for advancement.

• 2+ years of experience in account management, client services, or an executive support role.
• Exceptional written and verbal communication skills.
• Proficiency with CRM tools (e.g., Salesforce, Hub Spot) and office software (Google Workspace or Microsoft 365).
• Strong time‑management and multitasking ability.
• High degree of professionalism and discretion.

• Experience in a hybrid client‑facing and administrative role.
• Familiarity with project management tools like Asana or
• Comfort working directly with C‑suite or VP‑level executives.
• Experience preparing executive briefing materials or board presentations.
• A proactive, solutions‑oriented mindset.

Bachelor’s degree in business, communications, or a related field preferred.