Emulate and promote the ONE 2 ONE culture by adhering to the vision, mission and core values.

Provide exemplary customer service to all existing and prospective customers

Provide a 5-star experience

Manage and maintain executive calendars, including scheduling meetings, appointments, and calls.

Prepare and edit correspondence, reports, presentations, and other documents.

Handle and prioritize incoming emails, phone calls, and other communications.

Coordination and scheduling of sales qualified leads (SQLs)

PowerPoint preparation for outside sales presentations

Arrange travel and accommodation for trips, including itinerary management.

Personal Assistance

Organize, coordinate, and attend meetings, including preparing agendas, taking minutes, and following up on action items.

Coordination with various departments to gather necessary information and resources

Conducting research on trends, competitors, and other relevant topics to provide insights to Visionary / CEO

Review and approve timesheets

Primary point person / liaison between Visionary / CEO and employees and clients

Assistance in planning and execution of projects to ensure deadlines are met

Update scorecards to track company / department metrics

Update social media posts

Record time and notes for Visionary / CEO in CRM software, ConnectWise

Requirements

Strong skills in managing schedules, coordinating meetings, and handling multiple tasks.

Attention to detail in managing documents, correspondence, and scheduling.

Effective prioritization of multiple tasks and deadlines.

Clear and professional interaction with executives, clients, and staff.

Proficiency in drafting and editing emails, reports, and other documents.

Ability to work well with diverse teams and manage relationships effectively.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), or other relevant software.

Experience with CRM systems or other database tools.

Skills in managing projects, tracking progress, and ensuring deadlines are met.

Efficiently using resources and managing budgets if needed.

Maintaining confidentiality and exercising discretion with sensitive company information and executive matters.

Ability to anticipate needs, solve problems proactively, and handle unexpected issues.

Making informed decisions quickly and efficiently.

Ability to adapt to changing priorities and handle a variety of tasks as needed.

Maintaining composure under pressure and managing stress effectively

Benefits

401K with Employer Match

Paid Time Off

Employee Assistance Program