New Hampshire Staffing
Client Partner Assistant
New Hampshire Staffing, Concord, New Hampshire, United States, 03301
divh2Client Partner Assistant/h2pWe enable greatness in people and organizations everywhere. FranklinCovey (NYSE: FC) is the workplace of choice for Achievers with Heart. We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the Leader in Me membership, which is designed specifically for our Education Division. Enterprise clients include Fortune 100, Fortune 500, thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions./ppTitle: Client Partner Assistant/ppPayroll Title: Client Partner Sales Assistant/ppDivision
Department: Education Sales Support/ppStatus: Full-Time Exempt/ppReports to: Client Partner/ppLocation: Remote - Anywhere in the contiguous United States/ppWorking Region: Expected hours worked will be within the Central time zone (CST)/ppCompensation: Anticipated compensation for this position is a base salary of $54-70k*/ppJob Summary/ppThe Client Partner Sales Assistant is a highly integrated operational and administrative partner to our top-producing Client Partners and Managing Directors. This role extends well beyond traditional administrative supportserving as a proactive workflow coordinator, communication manager, and behind-the-scenes operator who enables revenue leaders to focus on strategic client relationships, pipeline growth, and high-value activities. This individual demonstrates strong independent decision-making, business judgment, and deep understanding of Sales dynamics. They anticipate needs, manage complex workflows, maintain discipline in Salesforce, and leverage generative AI tools to maximize speed and accuracy across daily tasks. The ideal candidate is organized, technologically adept, relationship-aware, and comfortable navigating fast-paced, high-expectation environments./ppEssential Job Functions/ph3Executive Sales Administrative Support/h3pProvide comprehensive email triage, inbox prioritization, calendar optimization, and document preparation for Client Partners and Managing Directors./ppManage complex scheduling and logistics with clients and internal teams, using sound judgment to balance competing priorities and protect leaders time./ppConduct weekly priority check-ins to align on upcoming deadlines, meeting preparation, travel needs, and operational requirements./ppServe as a polished, professional point of contact for internal and external coordination related to meeting logistics./ph3Sales Operations
Pipeline Support/h3pOwn backend administrative processes in Salesforce, including:/pulliLogging meetings and activities/liliCreating tasks and opportunities/liliMaintaining workflow and data hygiene/liliSupporting sample and material requests/li/ulpMaintain awareness of accounts, opportunity stages, and next steps to ensure timely follow-through and forecast accuracy./ppMay help prepare and reconcile revenue forecasts, reporting, and dashboards using Salesforce, Excel, and PowerPoint./ph3Client Meeting
Project Coordination/h3pCoordinate meeting logistics, agendas, materials, and technology setup to ensure leaders and clients are fully prepared./ppCapture meeting notes, document action items, and track follow-up to ensure accountability and momentum./ppCollaborate closely with Sales, Operations, and Project teams to support workflow efficiency and client delivery./ph3Process Improvement
AI-Enabled Efficiency/h3pIdentify opportunities to optimize administrative processes, reduce redundancy, and improve workflow reliability./ppUse generative AI tools (e.g., ChatGPT, Claude, NotebookLM) to accelerate drafting, summarizing, data organization, and task automation./ppCreate templates, checklists, and streamlined systems that support consistency and scale across the Sales organization./ph3General Administrative
Operational Support/h3pManage expense reports, special projects, and ad-hoc requests with a high level of accuracy and discretion./ppEnsure confidentiality and professionalism in handling sensitive client and internal information./ppAssist with ad-hoc requests, expense reports, special projects, and continuous process improvement for administrative systems./ppBasic Qualifications/ppHigh school diploma/pp5+ years of experience in administrative or sales support roles/ppPreferred Skills
Experience/ppUnderstanding of generative AI platforms and how to maximize both efficiently and creatively/ppStrong organizational skills, attention to detail, and adaptability to shifting priorities in a dynamic work environment/ppExceptional interpersonal, verbal, and written communication skills./ppAdvanced proficiency in Microsoft Office Suite (particularly Outlook, Word, Excel, PowerPoint) and communication platforms such as Teams and Zoom/ppProficiency with Salesforce, or the ability to quickly achieve operational fluency in the platform/ppDemonstrated ability to leverage generative AI tools efficiently in professional workflows./ppExperience in B2B client service or sales environments is preferred./ppAbility to handle sensitive information with discretion and maintain high levels of accuracy/ppProactive, resourceful, and able to independently anticipate team needs and suggest workflow efficiencies/ppBenefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details./p/div
Department: Education Sales Support/ppStatus: Full-Time Exempt/ppReports to: Client Partner/ppLocation: Remote - Anywhere in the contiguous United States/ppWorking Region: Expected hours worked will be within the Central time zone (CST)/ppCompensation: Anticipated compensation for this position is a base salary of $54-70k*/ppJob Summary/ppThe Client Partner Sales Assistant is a highly integrated operational and administrative partner to our top-producing Client Partners and Managing Directors. This role extends well beyond traditional administrative supportserving as a proactive workflow coordinator, communication manager, and behind-the-scenes operator who enables revenue leaders to focus on strategic client relationships, pipeline growth, and high-value activities. This individual demonstrates strong independent decision-making, business judgment, and deep understanding of Sales dynamics. They anticipate needs, manage complex workflows, maintain discipline in Salesforce, and leverage generative AI tools to maximize speed and accuracy across daily tasks. The ideal candidate is organized, technologically adept, relationship-aware, and comfortable navigating fast-paced, high-expectation environments./ppEssential Job Functions/ph3Executive Sales Administrative Support/h3pProvide comprehensive email triage, inbox prioritization, calendar optimization, and document preparation for Client Partners and Managing Directors./ppManage complex scheduling and logistics with clients and internal teams, using sound judgment to balance competing priorities and protect leaders time./ppConduct weekly priority check-ins to align on upcoming deadlines, meeting preparation, travel needs, and operational requirements./ppServe as a polished, professional point of contact for internal and external coordination related to meeting logistics./ph3Sales Operations
Pipeline Support/h3pOwn backend administrative processes in Salesforce, including:/pulliLogging meetings and activities/liliCreating tasks and opportunities/liliMaintaining workflow and data hygiene/liliSupporting sample and material requests/li/ulpMaintain awareness of accounts, opportunity stages, and next steps to ensure timely follow-through and forecast accuracy./ppMay help prepare and reconcile revenue forecasts, reporting, and dashboards using Salesforce, Excel, and PowerPoint./ph3Client Meeting
Project Coordination/h3pCoordinate meeting logistics, agendas, materials, and technology setup to ensure leaders and clients are fully prepared./ppCapture meeting notes, document action items, and track follow-up to ensure accountability and momentum./ppCollaborate closely with Sales, Operations, and Project teams to support workflow efficiency and client delivery./ph3Process Improvement
AI-Enabled Efficiency/h3pIdentify opportunities to optimize administrative processes, reduce redundancy, and improve workflow reliability./ppUse generative AI tools (e.g., ChatGPT, Claude, NotebookLM) to accelerate drafting, summarizing, data organization, and task automation./ppCreate templates, checklists, and streamlined systems that support consistency and scale across the Sales organization./ph3General Administrative
Operational Support/h3pManage expense reports, special projects, and ad-hoc requests with a high level of accuracy and discretion./ppEnsure confidentiality and professionalism in handling sensitive client and internal information./ppAssist with ad-hoc requests, expense reports, special projects, and continuous process improvement for administrative systems./ppBasic Qualifications/ppHigh school diploma/pp5+ years of experience in administrative or sales support roles/ppPreferred Skills
Experience/ppUnderstanding of generative AI platforms and how to maximize both efficiently and creatively/ppStrong organizational skills, attention to detail, and adaptability to shifting priorities in a dynamic work environment/ppExceptional interpersonal, verbal, and written communication skills./ppAdvanced proficiency in Microsoft Office Suite (particularly Outlook, Word, Excel, PowerPoint) and communication platforms such as Teams and Zoom/ppProficiency with Salesforce, or the ability to quickly achieve operational fluency in the platform/ppDemonstrated ability to leverage generative AI tools efficiently in professional workflows./ppExperience in B2B client service or sales environments is preferred./ppAbility to handle sensitive information with discretion and maintain high levels of accuracy/ppProactive, resourceful, and able to independently anticipate team needs and suggest workflow efficiencies/ppBenefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details./p/div