Executive Virtual Assistant
Only freelancers located in the U.S. may apply.U.S. located freelancers only
Executive Virtual Assistant (President Support + Sales Operations) Ongoing contract, up to 20 hours per week About ILM Professional Services At ILM Professional Services, we don't just build software; we craft solutions that transform businesses and lives. Our commitment to excellence, empathy, and innovation is at the heart of everything we do. By fostering a culture that values lifelong learning, inclusivity, and integrity, we empower our team to create impactful solutions that meet our clients' true needs. Join us in our mission to be the most trusted ally in the technology landscape, where every interaction is a step towards a brighter, more connected future. Position Overview ILM is hiring an Executive Personal Assistant (PA) to support the President and bring structure, focus, and execution discipline across day-to-day leadership, sales operations, and cross functional coordination. This role is a force-multiplier: you will convert priorities into clear plans, capture actions and follow-ups in our systems, and ensure commitments turn into completed outcomes. This is not a basic admin role. The PA will act as the President’s operating partner, helping run a weekly operating rhythm across Sales, Marketing, Technology, Human Resources, and Recruiting. Key Responsibilities Executive Operating System & Planning • Own the President’s calendar, email triage, and daily priorities; proactively protect focus time and reduce context switching. • Run a weekly planning cadence: align priorities, define outcomes, and publish a simple weekly plan (Top 5 priorities, key meetings, deadlines). • Prepare the President for 1:1s and key meetings: confirm objectives, create agendas, gather pre-reads, and ensure decisions are captured. • Extract tasks and commitments from conversations and convert them into organized action lists with owners, deadlines, reminders, and follow-ups. • Maintain a real-time executive task dashboard (daily/weekly) that gives visibility to what is in progress, what is blocked, and what is next. • Drive closure: ensure open loops are completed or consciously deprioritized. Sales Support & CRM Discipline • Schedule client meetings and interviews, including calendar invites, agendas, reminders, and logistics (including lunch reservations when needed). • Maintain sales hygiene in CRM: enter deal details, notes, next steps, owners, due dates, and follow-up tasks within 24 hours of activity. • Post-meeting follow-through: organize recordings, summarize outcomes, document action items, and ensure next meetings are scheduled. • Coordinate candidate interviews with clients; send resumes and concise candidate summaries; track interview outcomes and next steps. • Manage contract workflows: send contracts via DocuSign, track signatures, store executed contracts in SharePoint, and maintain a contract/extension tracker. • Proactively manage extensions: trigger reminders and coordinate internal follow-up at least 6 weeks prior to contract end dates. • Support relationship-building efforts such as client gifts and holiday outreach by researching preferences and coordinating delivery. Employee & Leadership Support • Coordinate recurring employee 1:1s with the President; send agendas, reminders, and pre work prompts to drive productive conversations. • Capture notes and distribute clear action items after 1:1s (owners, deadlines, follow-ups). • Maintain the President’s direct-report task tracker and ensure weekly follow-through. • Support company-wide performance processes (360 reviews for managers): scheduling, documentation, reminders, and completion tracking. • Coordinate internal meetings: weekly leadership cadence, Scrum notes distribution, and twice-yearly all-company meetings. • Draft executive communications as requested (anniversary messages, year-end updates, employee recognition). • Coordinate employee appreciation and gifting initiatives. Qualifications Experience • 5+ years of high-ownership Personal Assistant in a small business environment. • Demonstrated experience building structure for an unstructured environment: weekly planning, action tracking, and follow-up discipline. • Experience supporting Sales operations and CRM hygiene. • Exposure to professional services, consulting, software/technology, or technical teams is preferred. • Experience coordinating across departments (Sales, Marketing, Technology, HR/Recruiting). Core Skills • Extreme organization and follow-through: you create clarity, set cadence, and close loops. • Strong written communication: crisp agendas, meeting notes, and executive-ready summaries. • Meeting and calendar mastery: you anticipate conflicts, sequence priorities, and protect focus time. • Operational judgment and discretion: you handle sensitive information with integrity and professionalism. • System builder mindset: you design lightweight processes that reduce chaos and increase throughput. • Proactive ownership: you do not wait to be told; you identify what is missing and take action. Tools & Working Style • Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) and SharePoint. • Comfort with DocuSign (or equivalent e-signature tools). • Comfort with AI tools for summarization and drafting (e.g., meeting transcript cleanup) while maintaining confidentiality standards. • Ability to work in a fast-changing environment, manage multiple threads, and maintain calm execution under pressure. Core Values and Culture Fit Candidates must demonstrate a strong commitment to ILM’s core values of excellence, integrity, lifelong learning, perseverance and mutual respect. We are looking for a driven individual who embodies an entrepreneurial spirit, is self-motivated, and takes initiative. A passion for technology and a desire to create a positive impact through innovative solutions are essential.
- Less than 30 hrs/weekHourly
- 3-6 monthsDuration
- Entry levelExperience Level
$10.00
-
$15.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:2 weeks ago
- Interviewing:3
- Invites sent:14
- Unanswered invites:6
About the client
- United States9:51 AM
- Tech & ITMid-sized company (10-99 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by