Executive Assistant Customer Success Team (Remote)

🚀 What is 8020REI? 🤔

8020REI is a pioneering B2B data and SaaS platform that empowers professional real estate investors to generate consistent leads from Cold Calls, SMS, and Direct Mail without spending more. We leverage AI, machine learning, and advanced analytics to identify homeowners likely to sell at a discount, plus a proven strategy to maximize our client’s ROI. As part of our network, we also operate alongside three sister companies: DMForce, 8020Recruit, and 8020CRM, each contributing specialized services to the real estate sector.

Core Values at 8020REI:

• Lead with Innovation: We constantly seek innovative solutions to improve our services and operations.
• We’ve Got Your Back: Our dedication to surpassing expectations ensures we deliver outstanding support and forge lasting partnerships.
• Our Word is Our Bond: We maintain a foundation of integrity, fulfilling promises and upholding transparency.
• We are Limitless: Our culture encourages continuous personal and professional growth, empowering each team member to excel.
• Bring Your A-Game: We believe in prioritizing wellness and family, enabling our team to perform at their best for our clients and each other.

Job Summary:

As the Executive Assistant to the Head of Customer Success at 8020REI, you will be instrumental in supporting our department’s leadership through special projects and administrative tasks. This role is crucial for enhancing the department’s productivity by facilitating task management, streamlining information processing, improving cross-departmental functionality, reviewing documents, pushing project finalization, and optimizing time management.

👨‍💻 👩‍💻 Essential Duties and Responsibilities:

• Support the Head of Customer Success directly with daily administrative and strategic tasks.
• Assist in preparing editing briefs (video/graphics), reviewing process documents, and ensuring all communications align with departmental standards before they reach the department head.
• Develop and maintain a moderate level of expertise in Excel to manage and analyze data effectively.
• Manage and prioritize scheduling, email responses, follow ups and for the Head of Customer Success.
• Organize and facilitate meetings, ensuring the Head of Customer Success is well-prepared by summarizing and digesting critical information beforehand.
• Handle communications, including managing engagement and ghostwriting emails to maintain clarity and professionalism in client interactions.
• Make travel arrangements and manage itineraries for department-related activities.
• Provide general administrative support, including balancing expenditures and handling confidential information.

📝 Qualifications:

• Proven experience as an executive assistant, ideally supporting senior-level executives within customer success, marketing, or a similar department.
• Strong skills in subject matter research, self-guided software/app tutorial with basic proficiency in Excel required.
• Exceptional organizational and time management skills, strongly biased toward action.
• Experience in reviewing and ghostwriting emails, as well as some experience with reviewing designs, process documents, and copy.
• A curious mindset and open to exploring new project avenues to support and enhance departmental goals.
• Ability to prioritize tasks effectively and facilitate efficient decision-making.
• A high school diploma is required; further education or certification in a relevant field is beneficial.
• Excellent verbal and written communication skills in English.
• Ability to work independently with minimal supervision.

This role is designed for someone who thrives in a dynamic, fast-paced environment and is committed to supporting the leadership in significantly impacting the operations of the Customer Success team. Join us at 8020REI and play a crucial role in shaping the client experience in the real estate investment landscape.

Why Join Us?

At 8020REI, you’ll play a key role in shaping the future of data analytics for the real estate investment industry. As a Senior Data Scientist, you’ll have the opportunity to lead data initiatives, work with cutting-edge technologies, and collaborate with a dynamic team passionate about innovation and results.

📝 What We Offer:

• Competitive Base Compensation
• Profit Share Bonus
• Flex PTO (up to 25 days per year)
• Home Office Upgrade Bonus
• HMO Bonus
• Full-time Remote Work
• Opportunity for growth and team-building potential
• Ongoing support and budget to develop new skills

Join us at 8020REI and contribute directly to revolutionizing the real estate investment landscape!