Executive Assistant to President - Salesforce & Tableau

CPI Security Systems, Inc.; Charlotte, Northern (NC, KY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, vision, disability, &

Life insurance

Job summary

CPI Security Systems, Inc. is seeking an Executive Assistant to support the President at our Charlotte headquarters. This on-site role will manage calendars, travel, reporting, and critical communications while safeguarding confidential information.

You will prepare materials, coordinate meetings, and track project timelines with a strong focus on accuracy and efficiency. The role requires 3+ years of executive support, advanced MS Office skills, and experience with Salesforce and Tableau.

Qualifications

• 3+ years of administrative or executive support experience in a fast-paced corporate environment.
• Excellent organization, communication, time-management, and problem-solving skills.
• Strong attention to detail with the ability to prioritize competing responsibilities.
• A proactive, adaptable, and self-directed work style.
• Advanced Microsoft Office skills, including Outlook, Excel, PowerPoint, and Word.
• Familiarity with creating and modifying Salesforce reports and dashboards.
• Experience with Tableau or a similar data-visualization tool.
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Manage the President’s calendar, meetings, appointments, and travel arrangements.
• Prepare itineraries, correspondence, presentations, reports, and meeting materials.
• Coordinate executive meetings, team communications, events, and logistics.
• Support operational teams by tracking project timelines, deliverables, and recurring reports.
• Create and modify reports and dashboards in Salesforce; assist with Tableau reporting.
• Review vendor contracts and supporting documents for accuracy and completeness.
• Identify missing information, inaccuracies, and opportunities for process improvement.
• Welcome visitors and handle sensitive information with professionalism and discretion.
• Manage office supplies and inventory for special events.

Skills

Calendar management

Executive support

Travel coordination

Communications

Project tracking

Microsoft Office

Salesforce reports

Tableau reporting

Confidentiality

Attention to detail

Education

High school diploma or equivalent

College degree preferred

Tools

Salesforce

Tableau

Excel

Outlook

PowerPoint

Word

Job description

CPI Security Systems, Inc. is seeking an Executive Assistant to support the President at our Charlotte headquarters. This on-site role will manage calendars, travel, reporting, and critical communications while safeguarding confidential information.

You will prepare materials, coordinate meetings, and track project timelines with a strong focus on accuracy and efficiency. The role requires 3+ years of executive support, advanced MS Office skills, and experience with Salesforce and Tableau.