Executive Assistant - Account Executive

Managed calendars, meetings, email/calls, and executive correspondence. Prepared reports, presentations, agendas/minutes; maintained records and follow-through. Coordinated cross-team priorities, project tracking, and status updates. Led onboarding/training for new agents. Managed Facebook/Instagram content scheduling, engagement, and brand consistency.

Managed client relationships; ran discovery calls, demos, and presentations. Built/managed pipeline in CRM; created proposals, negotiated, and closed deals. Coordinated onboarding/handoffs; partnered with marketing/ops to support clients. Delivered sales reporting, maintained lead follow-up, drove upsell/expansion. Resolved issues to ensure high customer satisfaction.

Identified potential clients and businesses in need of financing solutions through cold calling, emailing, and networking. Assessed financial needs and credibility of potential clients. Educated clients about loan products, terms, and conditions. Maintained pipeline of leads and tracked progress. Addressed client inquiries and facilitated communication with underwriting team. Achieved sales targets and stayed updated with industry trends.

Conducted market research to spot new opportunities and monitor competitors. Used tools to qualify and attract leads. Developed and executed targeted email marketing campaigns. Cultivated client relationships and managed sales pipeline. Developed partnerships and provided sales forecasts. Led negotiations to close deals.

Handled quotations for certified translations, processed orders, ensured accurate billing, and monitored deliveries. Followed up with clients and offered additional services. Updated spreadsheets and provided feedback to Operations Managers.

Sold Bilstein shocks and spare parts while providing customer support via website chat. Verified part numbers and ensured compatibility. Guided customers through website features and followed up with interested buyers.

Handled lead generation and customer retention for VOIP services. Called leads to sell services, offered upgrades, gathered feedback, and conducted follow-up calls. Scheduled appointments for manager.

Performed virtual assistant tasks including inventory updates, database creation, sales reports, scheduling, and travel logistics. Collaborated on eco-friendly initiatives. Managed communications and monitored ingredient inventory. Ensured compliance with regulations and enhanced customer satisfaction.

Called leads under Expired Listings, FSBO, and Circle Prospecting to set appointments. Made follow-ups and sent emails. Collected and organized documents for real estate transactions. Reviewed contracts and collaborated with title companies and escrow officers. Maintained organized transaction files.

Assisted customers in purchasing used auto parts. Followed up on quotes and addressed inquiries. Worked to convert quotes into sales. Provided product recommendations and verified compatibility. Ensured accurate order processing and built client relationships.