Executive & Account Support: Serve as the primary administrative point of contact for the Senior Account Manager, managing calendars, scheduling client check-ins, and preparing meeting agendas.
Client Documentation & Reporting: Draft meeting minutes, update client profiles, build weekly status reports, and prepare polished pitch decks and renewal presentations.
CRM & Record Maintenance: Ensure accurate, up-to-date account records in the CRM, tracking contract statuses, key milestones, and ongoing client requests.
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Executive & Account Support: Serve as the primary administrative point of contact for the Senior Account Manager, managing calendars, scheduling client check-ins, and preparing meeting agendas.
Client Documentation & Reporting: Draft meeting minutes, update client profiles, build weekly status reports, and prepare polished pitch decks and renewal presentations.
CRM & Record Maintenance: Ensure accurate, up-to-date account records in the CRM, tracking contract statuses, key milestones, and ongoing client requests.
...