Executive Assistant to CEO — Strategy & Execution Partner, Hybrid

Red Oak; Austin (TX); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Equity Appreciation Rights — share in

Comprehensive health coverage: medical

401(k) with 3% employer match

20 days PTO annually, plus birthday +

Enhanced family leave

Life insurance

Job summary

Red Oak in Austin seeks an Executive Assistant to the CEO. You'll manage the CEO's calendar across time zones, coordinate travel, and prepare board materials with discretion and judgment.

This role requires autonomous work, data-savvy analysis from Monday, HubSpot, Salesforce, Gong, and Claude, and the ability to protect confidential information while driving follow-through. You'll be trusted to represent the CEO, coordinate events, and help turn strategic initiatives into action in a

Qualifications

• 3+ years supporting C-level executives in high-growth SaaS or private-equity-backed environments.
• Financial and data literacy; able to produce analyses and board-ready materials with minimal supervision.
• Working fluency with CRM and operations systems (HubSpot, Salesforce, Monday, Gong) and the ability to learn financial systems quickly.
• AI fluency in daily workflow; hands-on use of generative AI (Claude) for drafting, analysis, and workflow automation.
• Impeccable discretion and a track record handling confidential, market-sensitive information.
• Exceptional organization and written communication; ability to represent the CEO to internal/external stakeholders.
• Preferred: experience assembling board materials or supporting a founder/CEO through a high-growth phase.

Responsibilities

• Manage the CEO's complex calendar across multiple time zones with scheduling and conflict resolution.
• Coordinate all travel logistics from Austin, including flights, accommodations, and ground transportation.
• Plan and execute team events, client dinners, and other events with seamless logistics and brand alignment.
• Track and close meeting action items, driving accountability across departments.
• Prepare and maintain board-level materials and coordinate board meeting logistics with the executive team.
• Investigate metrics using Monday, HubSpot, Salesforce, Gong, and other core systems with analysis.
• Conduct financial analysis and compile data reports to support strategic initiatives.
• Operate AI tools daily to automate reporting and surface insights; build lightweight AI workflows.
• Represent the CEO's voice in meetings when unavailable, conveying decisions with discretion.
• Provide personal admin support to the CEO as needed with same discretion.

Skills

C-level support

Financial & data literacy

CRM mastery

AI proficiency

Discretion

Written communication

Board materials preparation

Tools

HubSpot

Salesforce

Monday

Gong

Claude

Job description

Red Oak in Austin seeks an Executive Assistant to the CEO. You'll manage the CEO's calendar across time zones, coordinate travel, and prepare board materials with discretion and judgment.

This role requires autonomous work, data-savvy analysis from Monday, HubSpot, Salesforce, Gong, and Claude, and the ability to protect confidential information while driving follow-through. You'll be trusted to represent the CEO, coordinate events, and help turn strategic initiatives into action in a