Key Responsibilities
- Maintain and organize calendars for both executives, scheduling meetings and appointments while coordinating with various stakeholders
- Serve as the primary point of contact for internal and external communications, managing emails and phone calls on behalf of the executives
- Arrange and plan comprehensive travel itineraries, including transportation bookings, accommodations, and complete business trip support
- Handle administrative tasks including document management, report preparation, filing, and expense reporting
- Assist in meeting preparation by creating agendas, gathering necessary materials, and taking minutes when required
- Maintain accurate records, documents, and deadlines while conducting research and compiling data to support executive decision-making
- Screen and manage access to executives, ensuring their time is utilized effectively and efficiently
- Support executives in managing special projects by tracking progress, coordinating teams, and meeting project deadlines
- Maintain utmost discretion and confidentiality when handling sensitive information and conversations
- Address unexpected issues and challenges that arise in day-to-day executive activities
Billing and Collections Management:
- Contact customers with failed payments through phone calls, emails, and other communication channels
- Follow up with customers to recover outstanding payments and resolve payment discrepancies
- Negotiate and facilitate payment arrangements to bring accounts current
- Document all collection activities and maintain accurate records in CRM (HubSpot)
- Process subscription pauses or temporary suspensions based on company policy
- Initiate adjustments and repurpose assistant assignments as needed to accommodate subscription changes
- Ensure proper notification to both Customer Success Manager (CSM) and Supervisor when subscriptions need to be paused or canceled
- Audit credits on Stripe and verify that credits per account are valid
- Approve refunds while maintaining compliance with maximum allowable monthly refund limits
- Ensure customers are billed accurately based on their subscribed plans
- Audit each Stripe subscription for accuracy based on the number of assistants assigned to every account
- Ensure all new customers are billed promptly upon service initiation with accurate discount applications
- Reactivate canceled subscriptions due to replacement as soon as accounts are restarted
Required Qualifications:
- Previous experience as an executive assistant or in a similar administrative role (preferred)
- Proven experience as a Billing and Collection Specialist or in a similar role
- Proficiency in billing and collection software and financial systems
- Strong organizational skills with the ability to manage multiple tasks simultaneously
- Excellent written and verbal communication skills
- High level of professionalism and ability to maintain confidentiality
- Proficiency in office software and relevant technology platforms
- Strong problem-solving skills and adaptability
- Exceptional attention to detail and accuracy
Tools:
- HubSpot
- Pipedrive
- Airtable
- Stripe
- Google Workspace (G Suite)
- Calendly
- Discord
- Trello
- Dialpad
- PandaDoc