Executive Assistant & Business Development Lead

Current; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health & dental insurance

Disability insurance

401(k) plan

Professional development

Job summary

Current is seeking an organized Executive Assistant & Business Development Coordinator to support executive leadership and drive business development initiatives across the firm’s CPA partner network. You’ll manage scheduling, communications, and cross-functional projects while coordinating referrals and relationship tracking with Partners.

Ideal candidates have 2–4 years in executive support or sales coordination, strong communication, and proficiency in Microsoft Office and CRM tools.

Qualifications

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role.
• Strong organizational, communication, and time-management skills.
• Excellent attention to detail, accuracy, and follow-through.
• Comfortable communicating and building relationships with executives, Partners, and internal stakeholders.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
• Experience with CRM systems, invoicing, or expense management platforms preferred.
• Ability to work independently, take initiative, and adapt to changing priorities.

Responsibilities

• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects.
• Coordinate outreach and maintain relationships with Partners across the firm's network, tracking opportunities and ensuring timely follow-up.
• Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities.
• Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms.
• Coordinate CPA referrals and connect employees with appropriate firm resources.
• Maintain accurate records, reports, contact information, and business development tracking systems.
• Collaborate with executive leadership and internal teams to ensure projects, requests, and deliverables are completed accurately and on time.
• Identify opportunities to streamline processes and improve administrative efficiency.
• Provide additional executive and business development support as needed.

Skills

Executive support

Sales coordination

CRM experience

Communication

MS Office

Tools

Ramp

CRM platforms

Job description

Current is seeking an organized Executive Assistant & Business Development Coordinator to support executive leadership and drive business development initiatives across the firm’s CPA partner network. You’ll manage scheduling, communications, and cross-functional projects while coordinating referrals and relationship tracking with Partners.

Ideal candidates have 2–4 years in executive support or sales coordination, strong communication, and proficiency in Microsoft Office and CRM tools.