Position : Executive Specialist
Salary : $1700 - $2500
Working schedule : Standard 8–5 CST; starting 7 : 00 a.m. CST is welcome to clear the Founder’s inbox before his day begins. Occasional support for after-hours events (logistics / day-of coordination).
Overview :
This is a high-visibility role at the heart of company growth engine — the Founder’s right hand and trusted operator 🤝. You’ll be the driving force that turns warm relationships into powerful partnerships, transforming introductions into meetings and meetings into measurable revenue.
From exclusive dinners 🍽️, golf outings ⛳, and baseball games ⚾ to personalized follow-ups 💌 and flawless execution, you’ll craft experiences that make people want to do business with us.
If you’re a sharp communicator who loves owning results , writing punchy U.S.-style emails 💬, and staying two steps ahead 🚀, you’ll thrive here.
Career Growth : High performers can grow into a Business Development Manager role within 12–18 months, leading partner strategy, managing key accounts, and driving new business independently 🌟
🎯 Responsibilities :
PARTNERSHIP DEVELOPMENT & LEAD GEN
- Map, segment, and prioritize referral partners (bankers, CPAs, wealth managers, attorneys).
- Orchestrate personalized follow-ups (tailored notes, one-pagers / case studies, relevant resources)
- Maintain a touchpoint cadence (quarterly lunches, event invites, thoughtful thank-you gifts aligned to partner preferences).
- Track intros / outcomes; ensure next steps are always scheduled.
EVENTS & EXPERIENCES
End-to-end coordination of small, high-touch events (dinners, golf outings, baseball games) and select virtual experiences.Own logistics : guest lists / RSVPs, seat fills on cancellations, venues / vendors, swag, onsite details, and post-event follow-up.EXECUTIVE SUPPORT
Inbox ownership : triage and draft replies on behalf of the Founder; surface priorities 2× / day.Calendar orchestration : keep the calendar full of the right meetings; protect focus time; say “no” gracefully when needed.Travel coordination (when relevant) and light admin.SYSTEMS & MARKETING SUPPORT
CRM selection & implementation (HubSpot / Salesforce / other) : stages,fields, basic automations, reporting.Keep partner / prospect data clean and current.Support LinkedIn presence (content coordination in founder voice; basic analytics) and simple design tasks (e.g., Canva).🎯 Qualifcations :
2 + years in roles spanning partnership / BD coordination, events, and executive support (professional services a plus).2 years in finance rolesExceptional written English for U.S. business; able to draft concise, founder-voice emails in real time.Inbox & calendar mastery with strong prioritization and the confidence to push back on unrealistic schedules.Proven success running high-touch events and converting them into meetings and referrals.CRM experience (HubSpot, Salesforce, Pipedrive, or similar); comfortable configuring basics and migrating from sheets.Fluency with Google Workspace; comfortable with LinkedIn (incl. Sales Navigator) and light design (Canva or similar).Proactive, anticipatory operator who moves fast and sweats details.Reliable CST overlap; able to clear the Founder’s inbox before his day starts and again mid-day.🌟 Nice to have :
Background in B2B / professional services (nance / advisory a plus).Experience crafting one-pagers / case studies and simple email sequences.Basic CRM analytics / reporting (dashboards, activity & conversion tracking).Vendor management for swag / print and venue relationships.Comfort with live writing tests (you’ll later help us run similar exercises internally).