Executive Assistant

SoTalent; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental & vision coverage

Life & disability insurance

401k with employer contributions

Professional development resources

Remote-friendly culture

Job summary

Sotalent is seeking a proactive Executive Support and Sales Growth Coordinator for a fully remote role. You will balance high-level administrative tasks with strategic outreach, supporting the executive team and managing referral networks.

Responsibilities include scheduling, CRM maintenance, expense/invoice processing, and coordinating CPA referrals. A fast-paced remote environment requires discipline and strong communication across stakeholders.

Qualifications

• 2–4 years of experience in executive support or sales operations.
• Exceptional written and verbal communication for interactions with senior leadership.
• Strong ability to manage multiple projects with high attention to detail.
• Experience in accounting, finance, or professional services is preferred.

Responsibilities

• Manage complex executive scheduling and professional communications.
• Track new opportunities and manage referral outreach.
• Oversee expense reporting and invoice processing.
• Act as primary point of contact for network partners and internal stakeholders.
• Maintain CRM systems and report on sales activities.
• Coordinate CPA referrals and firm resources.
• Identify and implement improvements to internal administrative workflows.
• Handle sensitive financial data with total discretion.

Skills

Executive support

Sales operations

Administrative role

Project management

Communication skills

Tools

Microsoft Excel

Microsoft Teams

Job description

Executive Support and Sales Growth Coordinator

A specialized consulting firm that provides tax incentive expertise to businesses nationwide. They operate as part of a larger national platform that unites top tier accounting professionals and innovative technology. They are currently seeking a dynamic professional to join their team in a fully remote capacity, serving as a dual Executive Assistant and Business Development Coordinator.

This position is designed for a proactive individual who can balance high level administrative tasks with strategic outreach support. You will be responsible for ensuring the executive team operates efficiently while simultaneously assisting with the management of referral networks and client relationship tracking.

Core Responsibilities

• Manage complex executive scheduling and professional communications
• Facilitate business development by tracking new opportunities and managing referral outreach
• Oversee financial administrative tasks including expense reporting and invoice processing
• Act as a primary point of contact for network partners and internal stakeholders
• Maintain and update CRM systems to ensure accurate reporting on sales activities
• Assist with the coordination of CPA referrals and specialized firm resources
• Identify and implement new ways to improve internal administrative workflows
• Handle sensitive financial data and confidential business information with total discretion

Requirements

• At least two to four years of experience in executive support, sales operations, or a similar administrative role
• High proficiency in Microsoft Office Suite particularly Excel and Teams
• Prior experience managing expenses or invoicing through digital platforms
• Exceptional written and verbal communication skills for interacting with senior leadership
• Strong ability to manage multiple projects at once with strict attention to detail
• Prior experience in accounting, finance, or professional services is highly preferred
• Self motivated and comfortable working in a fast paced remote environment

What is Offered

• A competitive base salary adjusted for local market rates and professional experience
• Comprehensive medical, dental, and vision insurance options
• Fully paid life and disability insurance coverage
• Safe Harbor 401k retirement plan with employer contributions
• Generous professional development resources including access to industry learning platforms
• A collaborative remote work culture that values local identity within a national network