Executive Operations Specialist

Executive Operations Specialist

The Executive Operations Specialist provides senior-level administrative, operational, and project support to Leadership Team members, including the CEO, CFO, SVP Business Operations, and other senior positions. This role enhances leadership team efficiency, communications, and ensures the timely execution of initiatives and priorities across multiple business units. The position acts as a proactive facilitator, administrator, and liaison, supporting cross-functional efforts in project management, organizational improvements, and process enhancement.

Essential duties and responsibilities include, but are not limited to, the following. Other duties may be assigned.

• Coordinate scheduling, logistics, and priorities for multiple leadership team members
• Prepare, edit, and refine professional documents, presentations, and communications
• Maintain organization of leadership records, files, action items, and follow-up tasks
• Track deadlines and proactively ensure commitments are met
• Facilitate business expense auditing and reporting
• Review and draft senior-level correspondence, briefs, reports, and summaries
• Represent the Leadership Team professionally with internal and external stakeholders
• Support meeting planning, agenda development, minutes, and post-meeting follow-up
• Assist with internal communications, announcements, and messaging initiatives
• Conduct market or competitor research to inform leadership discussions
• Gather and analyze data to evaluate marketing initiatives and opportunities
• Initiate and follow-up on leadership communications with clients, prospects, and service partners
• Conduct research and analysis to support leadership decision-making
• Track and organize KPIs, operational metrics, and business initiatives
• Assist with business cases, reports, and cross-functional projects
• Identify opportunities to streamline workflows, systems, or communication processes
• Coordinate and manage digital optimization tools, productivity systems, and collaboration platforms
• Utilize AI platforms to improve research, summarization, drafting, and analytics
• Assist with support and troubleshooting of technical or software issues, coordinating with IT when necessary
• Research and recommend technologies that improve performance, efficiency, or user experience

Supervisory responsibilities: None

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Special skills and abilities:

• Demonstrated competency with advanced digital tools and AI platforms
• Highly organized and capable of managing multiple priorities simultaneously
• Strong technical skills