• Attend or review notes from sales meetings to immediately capture tasks, action items, and follow-ups. • Take the lead on "Stage 1" sales decks—leveraging templates to plug in client logos, dates, and basic outlines so the leadership team only has to handle the final high-level customization. • Monitor the sales cycle to ensure we are sticking to our established meeting cadence and moving prospects through the funnel. • Serve as the project manager for CXO Roundtables, overseeing the logistics, planning, and execution. • Manage executive LinkedIn accounts and mailboxes to perform initial outreach, tee up relationships, and log conference leads. • Utilize AI tools to generate initial drafts for LinkedIn posts and marketing content based on leadership’s voice and insights. • Act as the project manager for leadership (L10) meetings—tracking "To-Dos," managing task lists, and holding the team accountable to deadlines. • Manage complex executive calendars with high discernment, prioritizing customer-facing activities and resolving overlaps before they become issues. • Identify "lead time" requirements for upcoming projects and ensure the team starts work early enough to meet deadlines.