Job Title
This is a dynamic and organized role that serves as the backbone of our revenue engine, ensuring precision, speed, and smooth operations.
The Executive Assistant & Operations Associate will work closely with our Sales Directors to manage CRM hygiene, maintain accurate customer accounts, and prepare weekly pipeline reports and monthly sales performance summaries.
* Maintain CRM data integrity across all deals and pipelines in HubSpot
* Create follow-ups and tasks from meeting notes to keep deals moving
* Prepare weekly pipeline reports and monthly sales performance summaries (conversion rates, expansion vs. new logos, etc.)
* Support contract preparation, sending, and organization
* Maintain accurate customer accounts within the Cosign portal
Responsibilities
* Research prospects and properties for personalized sales conversations
* Build decks and slides for demos
* Assist with pre- and post-event follow-ups and outreach
* Clean up and manage sales inboxes
* Schedule meetings and maintain a sales calendar
* Update and maintain sales collateral, FAQs, and shared materials
* Create light Canva designs for decks or visuals
* Support content coordination and posting
* Track property-level engagement and follow-ups
* Conduct strategic account research for new opportunities
* Track deal follow-ups and ensure nothing slips through the cracks
Requirements
* 2+ years of experience in sales operations, CRM management, or executive support
* HubSpot and/or Apollo expert - comfortable managing pipelines, reports, and automations
* Ultra-organized with strong attention to detail
* Excellent written and spoken English
* Skilled in Google Workspace, Microsoft Office, and Canva
* Proactive, reliable, and fast - you take ownership and anticipate needs
* Fast learner with a strong interest in using AI tools to optimize and streamline workflows
* Comfortable working cross-functionally in a startup or high-growth environment
Benefits
We offer competitive salary growth opportunities, remote work flexibility, and a supportive team environment.
About Us
We are one of the fastest-growing proptech companies in the U.S., backed by top-tier VCs and some of the largest landlords and managers in the country.