Executive Assistant and Sales Coordinator

Located in Newport Beach, CA

Salary: $60k-$70k salary

Express Employment Professionals, Laguna Hills is recruiting Executive Assistant & Sales Coordinator for a fast growing company located in Newport Beach

 

Pay: $60k-$70k salary

Schedule: Hybrid position: 2–3 days per week in the Newport Beach office

 

Responsibility:

Executive Administrative Support

• Manage and prioritize partners’ calendars, emails, and correspondence.
• Prepare pre-meeting materials, reports, presentations, and proposals for internal and client meetings.
• Serve as the primary liaison between partners and clients, strategic partners, and internal leadership.
• Handle confidential information with discretion, following firm privacy and ethics policies.
• Provide bookkeeping services for partner-owned entities.

Sales & Client Relationship Coordination

• Coordinate partner referrals, introductions, and follow-up communications for prospective clients.
• Assist partners and the business development team in managing the sales pipeline, tracking opportunities, preparing proposals, and onboarding clients.
• Support marketing initiatives, including webinars, events, email campaigns, and web campaigns.
• Assist with client satisfaction surveys and feedback loops.

Project & Operational Support

• Support special projects with cross-functional teams including Fulfillment, HR, Operations, and Finance.
• Communicate project status, manage deadlines, and ensure alignment across departments.

 

 

Requirements:

·         Bachelor’s degree in business, communications, accounting, or related field preferred

·         Minimum 5+ years supporting senior executives, preferably in a professional services, financial, or accounting firm environment.

·         Experience with CRM tools, workflow systems, and sales pipelines.

·         Familiarity with CPA firm workflows, practice management software (e.g., CCH Axcess, Thomson Reuters), and project or CRM systems preferred.

·         Knowledge of proposal and engagement letter processes.

·         Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) and collaboration software.

·         Exceptional written and verbal communication skills.

·         Highly organized, detail‐oriented, and able to manage multiple priorities with minimal supervision.

·         High emotional intelligence; able to maintain professionalism in dynamic settings, and strong self-motivation.

·         Understanding of business etiquette and ability to work with C‐suite stakeholders.

 

Benefits of working with Express include medical benefits, training, and scholarship opportunities.

Apply with application to jobs.lagunahillsca.expresspros.com or email your resume to Lagunahillsca@expresspros.com or contact us at 949-556-3359

 

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