Bil EJ Executive Assistant

Executive Duties

• Compile various sales performance data required for trend analysis and formation of revenue projection.
• Compile, maintain and analyze sales order list (backlog) on a daily basis in an effort to expedite and maximize monthly, quarterly, and annual sales.
• Compile and maintain inventory asset data on a monthly basis for an executive review and analysis.
• Compile, maintain and analyze various manufacturing performance data for an executive review and decision of appropriate actions for improvement.
• Compile and maintain other business‑related data and databases as business requires.
• Preparation of presentation package incorporating the above‑described data and analysis results for executive and managerial meetings.
• Review monthly expenditures of selected departments and prepare backup detail reports, under specific analytical guidance, for executive justification and corrective actions.
• Coordination and management of contracted services provided by outside providers in the area of office management, facility maintenance, security, and other business matters.
• Compile data and information required for various agency regulatory submittals, such as annual hazardous material inventory report and security / safety equipment maintenance report.
• Collect sales opportunity, performance, and market data from the Company ERP (Enterprise Resource Planning) system and CRM (Customer Relationship Management) database for executive review, analysis, and decision of future actions.
• Preparation, maintenance, and coordination for an execution of NDR (Non‑Disclosure Agreement) with existing and potential customers and business associates.
• Help in review and analysis of actual expenditure, planned activities, requested capital investments in preparation and formation of annual business plan.
• Perform other duties and special projects assigned.

• Collects data and publishes monthly sales and bookings and shipments by rep and RSM.
• Reviews and edits the monthly rep commission reports.
• Edits, publishes, and updates all price books for five regions.
• Publishes quarterly report on all sales by industry.
• Compiles the annual budgets from the RSMs.
• Manages and publishes all annual rep and RSM’s contracts.
• Organizes the Annual Sales Meeting and the August RSM Meeting.
• Coordinates and establishes international travel documents for employees and manages correspondence and visas for international visitors.
• Primary contact for negotiating hotel contracts.
• Performs other sales duties as assigned.