Executive Assistant to Chief Revenue Officer

Cleveland, Ohio

Modern Financial
Job Expired - Click here to search for similar jobs

We're hiring an Executive Business Support Specialist to work directly with our Chief Revenue Officer in a dynamic, revenue-driven environment. If you have a background in financial services, private equity, or commercial lending, and you excel at supporting high-level executives, we want to hear from you.


Salary Range: $68,000 - $75,000


What You'll Do:


  • Executive & Calendar Management:
  • Manage the CRO's schedule, prioritize revenue-generating meetings, and serve as the key point of contact for communications.
  • Investor & Deal Relations:
  • Prepare investor presentations and pitch decks, track relationships in CRM systems (Salesforce, HubSpot), and coordinate follow-ups with investors and partners.
  • Document & Compliance Management:
  • Organize financial, legal, and investment documents, ensure regulatory compliance, and prepare materials for due diligence (NDAs, term sheets, data room content).
  • Revenue & Sales Support:
  • Track sales pipelines and revenue forecasts, support business development by researching potential clients, and coordinate investor communications.
  • Client & Relationship Management:
  • Maintain an organized CRM, nurture leads, assist with onboarding new clients, and manage initial outreach via email or LinkedIn.
  • Communication & Correspondence:
  • Draft emails, proposals, and correspondence on behalf of the CRO, and liaise with internal teams to align revenue strategies.
  • Travel & Event Coordination:
  • Plan business travel logistics and organize industry events, investor conferences, and networking engagements.
  • Marketing & Content Support:
  • Contribute to content creation for LinkedIn and email marketing campaigns, track engagement metrics, and collaborate on branding efforts.
  • Sales Strategy & Performance Insights:
  • Analyze outreach methods, suggest improvements for email templates and call scripts, and identify process bottlenecks.

What We're Looking For:

  • Proven experience 2- 10 years supporting high-level executives in fast-paced, revenue-focused environments.
  • Expertise with CRM systems (Salesforce, HubSpot, Lending LOS,Go high Level) and proficiency in Microsoft Office.
  • Strong organizational, communication, research, and analytical skills.
  • A proactive, detail-oriented mindset with the ability to manage multiple projects simultaneously.

Join us to drive strategic growth and make a tangible impact in our organization. Ready to take your career to the next level? Apply now.


Date Posted: 31 March 2025
Job Expired - Click here to search for similar jobs