Executive and Sales Assistant
Listed on 2026-10-11
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Administrative/Clerical
Office Administrator/ Coordinator, Appointment Setter/ Scheduler -
Sales
Office Administrator/ Coordinator, Appointment Setter/ Scheduler
AI Data Management (AIDM), San Luis Obispo, California
Location: Hybrid, San Luis Obispo, California
Employment type: Full-time
Hours: Roughly 8am to 3pm Pacific. Many of our meetings run on East Coast time, so the day starts early.
Pay: $25 per hour
Reports to: President
About the roleAI Data Management (AIDM) is an AI operations and data company. We build client portals, command centers, CRM systems, dashboards and AI agents for nonprofits, healthcare and mission-driven organizations. Our team works across several countries, and San Luis Obispo is our home base in the US.
Our President is based in San Luis Obispo. You'll keep his calendar, travel and a small team's workspace running. You'll also help keep sales moving, from the first appointment to the follow-up.
We're an AI company, and we run our own work with AI. You'll use AI tools every day to write, plan, take notes and follow up faster, and you'll learn our products well enough to show them to clients.
This is a hybrid role. You'll work from our San Luis Obispo workspace part of the week and remotely the rest.
What you'll do Executive and office support- Run the President’s calendar and book his meetings across US and international time zones.
- Plan travel and track expenses.
- Keep our workspace and supplies organized.
- Plan team retreats and events.
- Handle admin paperwork for an international team.
- Schedule appointments with prospects and clients.
- Run short introductory demos on video calls with clients and prospects: what we do, our AI training classes and how to access our sandboxes.
- Sit in on sales calls and take notes.
- Follow up after each call, the same day.
- Keep the sales pipeline current and moving in our CRM.
- Prepare short briefing notes before the President's meetings.
- Use AI assistants such as ChatGPT, Claude or Gemini to draft emails, summaries and meeting briefs, then check and finish them yourself.
- Use AI meeting notes to capture calls and turn them into follow-ups and tasks.
- Keep track of tasks in our own AI command center.
- Spot repetitive admin work and suggest where AI or automation could take it over.
- A couple of years of administrative, office or sales support experience.
- You like sales.
- Strong written and spoken English.
- Confident on a video call explaining what we do to a client or prospect.
- Outgoing and at ease talking with clients and partners.
- Organized. You keep track of dates and details without reminders.
- Proactive. You see what needs doing and do it.
- Comfortable with Google Workspace, and confident learning new tools quickly.
- You already use AI tools in your daily work or life, and you're keen to use them more.
- Able to work from our San Luis Obispo workspace on in-person days.
- A college degree is preferred.
- Experience with a CRM such as Hub Spot or Salesforce.
- Experience with Quick Books or expense tracking.
- An interest in technology, AI or product work.
AIDM is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected status.
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