I'm looking for someone who is highly organized, detail-oriented, dependable, relational, and proactive. Someone who is comfortable communicating with people, learning new technology, managing multiple priorities, and noticing what needs to happen without always waiting to be asked. This person should genuinely enjoy helping others, keeping things organized, and making sure nothing falls through the cracks.

This role would help manage our CRM and client database, keep up with client and past-client follow-up, organize who I need to call or text each day, update notes and tasks, respond to and follow up with leads, assist with client events and relationship touches, schedule appointments, coordinate vendors, help with marketing and administrative projects, and create simple systems and checklists for recurring tasks. I'm not necessarily looking for another salesperson—I'm looking for someone who is strong where I'm not and can help keep the business, clients, and our relationships organized and well cared for.