• Attend internal and external (client) calls; take comprehensive notes; track and manage follow-up items. • Manage executive and team calendars; schedule and coordinate meetings across internal and external stakeholders; maintain and update CollaborateUp’s events calendar. • Customize template decks for client needs and create new decks for marketing and business development purposes. • Conduct targeted research on topics such as tax regulations, benefits for eco-tourism in Mexico, and other project- or client-related areas. • Maintain client and partner lists, points of contact, and opportunity trackers; log updates and next steps. • Route documents for signature; draft NDAs; follow up on invoice status; liaise with CollaborateUp’s accounting team on project invoices. • Assist in proposal development, including creating graphics, drafting job descriptions, and formatting. • Provide general support to the CollaborateUp team and leadership, including special projects and ad hoc requests as assigned.