Executive Assistant

Winmill PPM a division of Winmill Software is seeking a highly organized and detail-oriented Executive Assistant to serve as a strategic partner to the President of PPM. This role goes beyond traditional administrative support you’ll play a critical part in maintaining operational excellence ensuring sales pipeline hygiene in HubSpot supporting Customer Success initiatives and delivering accurate financial reporting. If you thrive in a fast-paced environment excel at managing priorities and have strong analytical and communication skills this is the role for you. You will be instrumental in driving efficiency across internal operations supporting client-facing deliverables and enabling the President to stay focused on strategic priorities. This is an opportunity to contribute meaningfully to a growing high-impact business unit. Tasks Sales & Customer Success Support Maintain HubSpot Sales pipeline hygiene by ensuring accurate data entry deal stage updates and reporting. Collaborate with key project stakeholders to help prepare QBR decks client-facing presentations and meeting materials. Track and follow up on action items related to sales and client deliverables. Financial & Operational Reporting Generate and analyze financial reports to support accurate and informed decision-making and business planning. Assist with tracking revenue forecasting and compiling operational metrics. Executive Support & Communication Manage the President of PPMs calendar and email inbox with a focus on prioritization time protection and responsiveness. Draft edit and send professional communications including emails briefs and presentations. Prepare agendas recaps and supporting materials for internal and external meetings. *Some travel required up to 25% Organization & Coordination Act as a liaison with clients partners and vendors for scheduling follow-ups and requests. Coordinate across internal teams to ensure the PPM President is briefed and prepared for meetings. Support internal operations including milestone tracking and reporting. Requirements What You Bring A proactive detail-oriented mindset with strong organizational and analytical skills. Excellent written and verbal communication skills. Confidence managing up juggling multiple stakeholders and making decisions independently Ability to manage multiple priorities and stakeholders in a fast-paced environment. Tech-savvy: proficient in HubSpot O365 Teams Sharepoint and presentation tools such as Canva. Professionalism and discretion in handling confidential information. Preferred Qualifications 37 years supporting a senior executive or leader in a dynamic fast-paced business environment Background in professional services software or consulting a plus Experience in sales operations customer success and/or financial reporting. Experience with HubSpot Canva LinkedIn and presentation creation highly desirable Bachelors degree preferred but not required Benefits Why Work With Us Winmill PPM isn't a traditional consulting shop we lead with personality pragmatism and real-world experience. We're proud to be the highest-rated partner for Planview and Broadcom ValueOps in North America. You'll work alongside sharp driven and collaborative teammates directly supporting the President in delivering value to clients and growing the business. WHAT WE OFFER Competetitive Compensation & Benefits Remote First Work Work from anywhere High-Impact Responsibilities Be part of a growing organization where your ideas and expertise count Cross-Functional Collaboration Work alongside engineers PMs and clients to shape how we work. Key Skills Time Management,Microsoft Office,Organizational skills,Microsoft Outlook,Microsoft Word,Personal Assistant Experience,Microsoft Powerpoint,Calendar Management,Microsoft Excel,Administrative Experience,Microsoft Outlook Calendar,Google Suite Employment Type : Employee Experience: years Vacancy: 1 #J-18808-Ljbffr