Overview Houston-based boutique consulting firm focused on helping small to mid-size companies and professional service firms achieve growth by partnering with management teams to improve sales, marketing, HR and back-office functions. Partners frequently act as fractional chief marketing officer and/or chief human resources officer to clients. Responsibilities Act as the go-to resource during standard business hours for all partner-related requests and firm clients, as needed Traffic controller for the firm’s central project planner (Notion) Manage third-party IT support and hardware/software purchases Maintain filing systems Coordinate meetings and other client account needs Improve vendor and client onboarding workflows Provide timekeeping support to partners, including certain reports in preparation of bookkeeping and invoicing Dropbox file organization, including general clean-up and improved permissions controls Calendar management Follow up and confirm upcoming appointments Create templates for existing commonly used vendor, employment and other contracts Support QuickBooks, including setting up new clients and vendors and assisting with invoicing drafting when needed Book travel and research venues for firm and client events Develop itineraries, agendas and other support for past or future meetings Manage communication with tools like UpWork Research solutions or source potential vendors, as needed Liaise with vendors on firm and client projects Billable projects appropriate to the role and skill level as assigned Email management and organization for multiple inboxes Coordinate client gifts / ordering Work closely with the firm’s contractors to execute needed solutions Maintain standard operating procedures for the firm and identify opportunities to improve internal processes Maintain firmwide client mailing list Manage onboarding and offboarding checklists Maintain employee policies and related handbook Qualifications Strong attention to detail and accuracy Excellent interpersonal and customer service skills Effective verbal and written communication Responsive, punctual and organized At least five (5) years in Microsoft Office products (Word, Excel, PowerPoint) At least two (2) years in Google Docs/Sheets and QuickBooks Online Experience researching and implementing effective solutions Ability to work in a multi-tasking, productive environment and meet deadlines Enjoys a professional and intellectually challenging environment Ability to maintain confidential information Proficiency in MS Word, Excel, PowerPoint, Dropbox, Google Suite; Canva; Adobe Suite and/or WordPress skills are valuable Strong ability to execute tasks with references who can attest to delivery Exceptional organizational and multitasking skills Strong written and verbal communication with a professional demeanor Resourcefulness in Google Workspace (GDOCs, GSheets, Forms) and Google My Business Ability to work independently, prioritize effectively, and anticipate team needs Key Attributes Detail-oriented; proofs messages before sending Proactive, resourceful and a strong problem solver Asks good questions and anticipates needs; example: drafting a first draft for a new press release Provides good customer service and hospitality mindset Flexible and adaptable to evolving client needs Education 4-year college degree, preferred Supervision: No direct reports; may supervise interns; project manage contractors/vendorsReports to: Firm partners #J-18808-Ljbffr