The ideal candidate will provide essential support to our project manager and sales department by assisting with administrative tasks, managing the hiring and onboarding process, managing sales data, and communicating with clients. You are critical in managing and optimizing sales processes, analyzing sales data, and developing strategies to increase sales efficiency and productivity.

The Ideal Candidate Is:

• A detail-oriented self-starter with prior experience in the financial services industry or with a technology team
• Someone who exhibits sound judgment with the ability to prioritize and make decisions
• Energetic and eager to tackle new projects and ideas
• Comfortable interacting with high-level executives
• A team player capable of cultivating productive working relationships across the firm
• Resourceful, can-do attitude
• Thrives in a fast-paced environment

Essential Duties and Responsibilities

The essential functions include, but are not limited to, the following:

• Manage Salesforce data by updating customer information, tracking sales leads, updating opportunities, and generating reports for management.
• Communicate with clients regarding schedules, meetings, and other lead-related inquiries.
• Maintain accurate and organized Salesforce records, ensuring adherence to company sales processes and procedures.
• Assist with the preparation and execution of client proposals and contracts.
• Manage schedules between sales and operations to include kickoff and wrap-up calls
• Assist Project Manager in internal team communication and Data Entry
• Manage reports, and update internal documents via SharePoint and Notion
• Attend relevant meetings and manage tasks as needed
• Conference preparation blog postings and social media management
• Assist the onboarding process and contribute to the success of new hires

Minimum Qualifications

• 3+ years of experience in an executive assistant, sales support, project management, or similar role (remote experiences preferred).
• Excellent communication skills, both written and verbal.
• Strong attention to detail and ability to multitask in a fast-paced environment.
• Proficient in Microsoft Office and Google Workspace
• Experience with CRM software such as Salesforce.
• Experience With PM software
• Ability to work independently as well as part of a team.
• Strong problem-solving skills and a customer-centric mindset.
• Strong analytical skills with the ability to analyze complex sales data and identify trends and opportunities
• Excellent communication and collaboration skills with the ability to work effectively with cross-functional teams
• Strong leadership and management skills with the ability to coach and develop a team
• Ability to work in a fast-paced environment and handle multiple priorities simultaneously

Soft Skills

• Personable, connect well with people
• Ability to thrive in a remote environment
• You care deeply about the quality of work
• High-functioning & approachable
• Proactive communication style
• Excellent business writing skills and proficiency in both verbal and email communication
• Excellent attention to detail and organizational skills

READ THIS BEFORE YOU APPLY!!

We hire talented people based on value alignment, desire for growth, and attention to detail. It is important to note that we don’t hire based on checking off boxes of a wish list of requirements. If you have read this far, you have grit, and we should meet!

This is a full-time job from 8 AM to 5 PM PST.

Please be advised that only applicants who submit a resume accompanied by a cover letter (all in PDF format) and provide answers to the questions listed below will be considered for this position. Send them to admin@hitollc.com. Incomplete applications will not be entertained. We appreciate your understanding and look forward to receiving your full application.

· What do you feel you are capable of achieving?

· What is the most significant impact you have had in your current/former role?

· How can we best reach you for a discovery chat this week?

** Please note that we promise to respond to every person who provides diligent responses.