Technical Executive Assistant (AI Automation & Operations)

Position Overview We are seeking a highly organized, technically skilled Executive Assistant who combines traditional executive support with modern AI automation, CRM management, and advanced data modeling expertise. This role goes beyond calendar management — the ideal candidate understands AI agents, workflow automation, CRM systems, and advanced Excel modeling to help streamline executive operations and scale organizational efficiency. You will act as a trusted operational partner responsible for managing schedules, optimizing workflows, and implementing intelligent systems that save leadership time. Key Responsibilities 🔹 Executive Support & Schedule Management Manage executive calendar, meetings, travel coordination, and scheduling prioritiesCoordinate internal and external meetings across multiple stakeholdersPrepare meeting agendas, notes, and follow-up action itemsDraft professional emails, communications, and reportsTrack deadlines, deliverables, and executive priorities 🔹 AI Automation & Systems Implementation • Implement and manage AI agents to automate recurring tasks • Build automation workflows using tools such as: ChatGPT/OpenAI tools Zapier, Make, or similar automation platforms • Automate reporting, reminders, communications, and data workflows • Continuously identify opportunities to improve efficiency using AI 🔹 CRM Management (Expert Level) Manage and maintain CRM systems (HubSpot, Salesforce, or similar)Track leads, partnerships, and client communicationsBuild CRM workflows, automations, pipelines, and reporting dashboardsEnsure accurate data entry, tagging, segmentation, and follow-upsGenerate executive reports from CRM analytics 🔹 Data Management & Excel Modeling • Build advanced Excel or Google Sheets models, including: Dashboards Forecasting models KPI trackers Financial or operational reporting tools • Maintain clean and structured data systems • Automate spreadsheet processes where possible 🔹 Google Workspace & Operations Management • Expert use of Google Suite: Gmail Google Calendar Google Drive organization Docs, Sheets, Slides Meeting coordination via Google Meet/Zoom • Create organized digital filing systems • Manage shared drives and team collaboration workflows Required Qualifications • Proven experience as an Executive Assistant or Senior Virtual Assistant • Strong experience managing executive calendars and priorities • Advanced proficiency in: Google Workspace Excel or Google Sheets (advanced formulas & modeling) • Experience with CRM platforms and workflow automation • Familiarity with AI tools and AI agent implementation • Excellent written and verbal communication skills • High level of discretion and professionalism • Ability to manage multiple projects simultaneously Preferred Qualifications Startup or founder support experienceExperience building operational systems from scratchFamiliarity with project management tools (Monday.com, Asana, ClickUp, etc.) Experience integrating multiple software platforms Core Skills Executive organization Automation mindset Systems thinking Technical problem-solving Attention to detail Proactive execution Ideal Candidate Someone who: Anticipates executive needs before being asked Automates repetitive work Thinks in systems, not tasks Can manage both high-level operations and day-to-day executive logistics