Executive Assistant & Client Experience Coordinator

Verona, WI, US, United States

Job Description

Role Summary



This is a sales-forward, operations-critical support role that keeps the front end of DEVELOP moving at extreme velocity. You will enable Matt Moseman (President) to focus on major deals and strategy while ensuring the sales pipeline, customer onboarding, invoicing, and communication never slow down.

You support the entire front end -- not by owning it, but by keeping it fast, clean, and frictionless.
You will manage Matt's calendar and inbox, execute follow-ups, run HubSpot, coordinate POs and milestone invoices, and deliver a premium client experience.

If you are organized, confident, detail-driven, and thrive in a fast-paced environment, you will succeed here.

Key Responsibilities



1. Executive Support & Calendar Management

Control Matt's calendar based on priority, not availability Protect focus blocks, eliminate unnecessary meetings Triage inbox, flag urgent items, draft replies Prep Matt for meetings with briefs, recaps, and next steps
2. Sales Pipeline & HubSpot Execution

Live inside HubSpot: update deals, stages, tasks, and follow-ups Follow up with all warm leads within 1 business day - email + phone Send discovery call confirmation, prep materials, and recap emails Maintain pipeline cleanliness: zero stale deals, zero overdue tasks Build simple dashboards, weekly sales reports Support Matt by removing sales admin, tracking leads, and injecting speed
3. Client Experience, Project Accounting & Revenue Forecasting

Manage onboarding from PO ? kickoff within 24 hours Send W9s, ACH/wire details, intake form, contact sheet, onboarding PDF Coordinate POs, invoicing milestones, and payment follow-through Ensure the client journey is smooth between Sales ? Engineering ? Ops Track payment status across all projects Flag upcoming milestone payments and overdue invoices Build and maintain 6-month revenue and cash flow forecasts based on signed deals, active milestones, and expected billing Provide weekly reports on revenue progress, cash expectations, and gaps to target
4. Administrative, Document, & Trade Show Support

Maintain proposal templates, SOPs, onboarding forms Assist with proposals, formatted decks, and polished client materials Support trade show logistics Execute lead capture and post-show follow-up sequences Maintain organization across lead lists, Calendly links, CRM tasks Run Payroll in ADP with OnePan (We will train)

Tools You'll Use



HubSpot (daily CRM management) Microsoft 365 (Outlook, Teams, OneDrive) Ai Tools = ChatGPT + Plaud.ai + Fireflies + Zapier Calendly QuickBooks (POs + milestone invoice coordination + Project Accounting)

Required Experience & Qualifications (Must-Haves)



2-7 years in EA, Sales Ops, Client Success, or Project Coordination Degree in Business, Marketing, Communications, or Ops Daily CRM usage (HubSpot preferred) Strong written communication Calendar + inbox support for a high-velocity leader Familiarity with POs, invoicing, and project accounting Excellent responsiveness and follow-through High attention to detail and task ownership Thrives in a fast-moving, founder-led company

Preferred Qualifications (Nice to Have)



Manufacturing/engineering exposure QuickBooks experience HubSpot dashboards Trade show coordination Experience in fast-growing founder-led companies

Compensation & Benefits



Salary: $60K-$75K based on experience Team Bonus: Profit sharing if revenue goals are met. Benefits: Health insurance, 401K with match Workplace: On-site in Verona, WI with occasional trade show travel
Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k) matching Flexible schedule Health insurance Paid time off Relocation assistance
Education:

Bachelor's (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD6245690
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    60000.0 75000.0 USD
  • Employment Status
    Permanent
  • Job Location
    Verona, WI, US, United States
  • Education
    Not mentioned