• Manage a dynamic calendar across multiple time zones • Schedule meetings and coordinate Zoom logistics • Prepare meeting context using CRM notes and previous conversations • Trigger post-meeting workflows (transcription, clean-up, filing, task creation) • Organize follow-ups and maintain meeting documentation systems • Maintain and update CRM records (Katalyst (GoHighLevel)) for sales leads and partners • Track deal stages, next steps, and priority follow-ups • Support CRM implementation and optimization initiatives • Monitor KPIs and maintain organized lead pipelines • Assist with testimonial tracking and press follow-ups • Maintain task boards (Asana or similar platforms) • Track operational priorities such as: • CRM implementation • SOP build-out • Software setup • Webinar coordination • Pilot program tracking • Document and refine SOPs for: • Client onboarding • Proposal workflows • Billing processes • Pre-qualification systems • Other repeatable processes • Maintain a single source of truth for key company information • Coordinate business address updates and vendor communications • Assist with setup and management of: • MS365 / Copilot • Google Business Profile • Basic cybersecurity protocols (2FA, backups, vendor coordination) • Support light IT coordination with external vendors as needed • Update LinkedIn profiles and company pages • Insert intake forms and lead capture links • Manage minor website or form updates • Organize brand assets (logos, templates, brand documents) • Track testimonials • Maintain a content and idea backlog based on notes and research