Role sits at intersection of executive support, operations coordination, and business
Support the Founder with inbox management, calendar, and meeting prep; handle DocuSign and
Maintain HubSpot CRM records, track proposals, and coordinate conference meetings and relationship
Coordinate across the consulting team; use Smartsheet and other work management tools; onboard new
Assist with financial admin including expenses, invoices, and records in Xero and ProjectWorks.
Maintain structured document management across Microsoft 365 and SharePoint; refine processes and

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