Part-Time Business Operations & Sales Support

Corporate Transition Consulting, Inc. | ESOP Advisors; United States; Remote; USD 34.000 - 55.000; Teilzeit

Benefits dieser Stelle

Bonus eligibility

Remote work

Zusammenfassung

Corporate Transition Consulting, Inc. is seeking a part-time assistant to support client work and business projects in a remote, independent contractor role based in the United States.

The position combines administrative tasks with internal operations, including calendar management, invoicing, presentations, and marketing support, plus data room organization and due diligence support. The ideal candidate will have 2+ years of professional business experience, strong client communication skills,

Qualifikationen

• 2+ years of professional business experience.
• Demonstrated professional communication skills with clients and senior business professionals by phone and email.
• Basic understanding of financial statements and income tax concepts.
• Willingness to learn new things
• Experience working remotely
• Willingness to stay in this role long-term; not a short-term candidate
• Helpful: accounting, finance, M&A, lending, or legal experience is a plus

Aufgaben

• Manage calendars and scheduling for client engagements.
• Process invoicing and create PowerPoint presentations.
• Support marketing activities and proposal development.
• Track client progress and organize online data rooms.
• Update spreadsheets and Monday.com workflows.
• Manage DocuSign and assist due diligence.

Kenntnisse

Professional communication

Remote work experience

Willingness to learn

Tools

Monday.com

DocuSign

PowerPoint

Jobbeschreibung

Company Description

Corporate Transition Consulting, Inc. (CTC) is an M&A advisory firm seeking a part-time assistant to support client work and business projects. The firm has over 20 years of experience helping business owners transition their companies to an Employee Stock Ownership Plan (ESOP). Professional staff includes CPAs, attorneys, former CFOs, and business advisors.

Role Description

The Business Operations & Sales Support role is a part-time, independent contractor, remote position. The candidate must be in the U.S. This role has two sides: administrative and internal operations. Administrative work includes managing calendars, invoicing, creating PowerPoint presentations, and supporting marketing. Business operations work includes tracking client progress, organizing online data rooms, updating spreadsheets and Monday.com, managing DocuSign, and supporting client due diligence. A successful candidate will be a self-starter who looks for ways to move projects forward, rather than waiting for direction at each step. This candidate will also embrace AI and new technology and help others do the same.

Compensation

• Hourly rate based on experience. Eligible for bonuses after a period of time.

Qualifications

• 2+ years of professional business experience
• Demonstrated professional communication skills with clients and senior business professionals by phone and email.
• Basic understanding of financial statements and income tax concepts
• Willing to learn new things
• Experience working remotely
• Willingness to stay in this role long-term; we are not looking for a short-term candidate
• Helpful: professional experience working in accounting, finance, M&A, lending, or legal is a plus