Executive Specialist (USD-Remote)

Position: Executive SpecialistSalary: $1700 - $2500Working 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 GENMap, 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 & EXPERIENCESEnd-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 SUPPORTInbox 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 SUPPORTCRM 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: 3–4+ years in roles spanning partnership/BD coordination, events, and executive support (professional services a plus).Exceptional 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).