Client Experience Team Member

Bigelow LLC; Portsmouth (NH); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Health Savings Account

Profit-sharing plan

Vacation time

Holidays

Job summary

Bigelow LLC, a premier M&A advisory for owner-managed businesses, seeks a Client Experience Team Member to join Portsmouth, NH office. You will support executive engagements, manage calendars, prepare client materials, coordinate travel and meetings, and maintain our Salesforce database and files.

You will collaborate across teams, uphold confidentiality, and deliver high-ethics client service with urgency in a fast-paced environment. Travel is minimal and the role is not remote.

Qualifications

• Three years minimum experience in executive/C-level support.
• Excellent organizational skills, time management and attention to detail.
• Proven mastery of Microsoft Office with Salesforce, Zoom and Adobe experience.
• Experience with calendar management and travel logistics.
• Ability to handle confidential information with discretion and professionalism.

Responsibilities

• Support calendar and work plan management for client engagements.
• Prepare client-facing materials including graphical presentations and memos.
• Coordinate meeting logistics, travel, facilities, AV/tech and related arrangements.
• Maintain Salesforce and filing systems, both electronic and paper.
• Contribute to internal events and special projects for the firm.

Skills

Executive support

Calendar management

Communication

Discretion

Attention to detail

Team collaboration

Interpersonal skills

Tools

Microsoft Office

Salesforce

Zoom

Adobe

Job description

The M+A Advisor Exclusively
for Private Business Owners

Client Experience Team Member

We are seeking a confident, energetic, self-starter to join our highly collaborative team as a Client Experience team member.

As an integral member of our client engagement teams, you will support all aspects of our client engagements including: calendar and work plan management; preparation of all client facing materials (including: graphical presentations, confidential memos, and agendas); handling all meeting logistics including the sourcing of high-end off-site facilities, food and beverage, AV / technology, and arranging related travel; maintaining our Salesforce database and all electronic and paper files; and managing all client closing activities. In addition, you will be a key member of an internal support team focused on company-related events and special projects.

The most successful people in this position view team communication as natural and intuitive not as an obligation. Exceptional organizational skills, attention to detail, a strong sense of urgency and ability to execute simultaneous projects are critical. You will be required to uphold the strictest confidentiality and high standards of professional etiquette on sensitive and highly confidential information.

This position includes minimal travel and is based in our office in Portsmouth, NH. This is not a remote position.

This is a highly compensated position with a competitive starting base salary and incentive compensation that is aligned with the achievement of our firm’s goals. Our benefits include holidays, vacation, health insurance, monthly contributions to a health savings account and a generous, qualified profit-sharing plan.

• Three years minimum of experience in an executive / C level support position
• Excellent organizational skills, time management, attention to detail, anticipating needs, being resourceful and proactive
• Proven mastery of Microsoft Office (Outlook, Word, PowerPoint, and Excel) with the experience to coach others
• Proven mastery of technology tools such as Salesforce, Zoom, and Adobe with the experience to coach others
• Experience in a fast-paced office environment with client interaction
• Experience with calendar management and coordinating travel logistics
• Extraordinary oral and written communication skills; telephone and email etiquette
• Ability to handle sensitive and confidential situations with integrity and discretion
• Excellent interpersonal skills
• Adaptability to changing priorities and team needs
• Energized by a collaborative and coaching leadership environment
• Team player
• Intellectually curious
• Good listener
• Experience in event coordinating is a plus

Bigelow is the nationally known M + A Advisor exclusively dedicated to owners of high performing private companies. We partner with our Entrepreneur Owner-Manager™ (“EOM”) clients to reach their greatest potential personally and professionally by building and unlocking Enterprise Value.

We are an independently owned advisory boutique with a proven track record of achieving superior outcomes for our clients resulting in uncommon success both for our Firm, and its team members. Over the past several years, we have closed over $3 billion in transactions ranging in size from $50 to over $500 million. We represent clients in an intentionally broad range of industries, located throughout the United States.

Our belief: high performing EOMs are a unique species who lead their businesses and measure success differently than “corporate employees”. This makes the selection of the next owner of their highly successful businesses challenging and extremely important. Freeing EOMs and their businesses can transform their life’s work into enduring legacies. Accordingly, we have resourced our team with the best talent and skills to successfully deal exclusively with them.

We are a collaborative team of senior, experienced professionals who have complementary skills and creative strengths to best serve our EOM clients. We have deliberately located our state-of-the-art offices in Portsmouth, NH, 50 miles north of Boston, one of Outside Magazine’s Ten Best Cities to live in. Before applying to this position, we urge you to visit our website at www.bigelowllc.com , and read or listen to our book Enterprise Value.