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FranklinCovey · 23 hours ago

Client Partner Assistant

United States

Full-time

Remote

Mid, Senior Level

$54K/yr - $70K/yr

5+ years exp

FranklinCovey is one of the largest and most trusted leadership companies in the world. They are seeking a Client Partner Sales Assistant to provide comprehensive operational and administrative support to top-producing Client Partners and Managing Directors, enabling them to focus on strategic client relationships and pipeline growth.

EducationProfessional ServicesTraining

Culture & Values

Responsibilities

Provide comprehensive email triage, inbox prioritization, calendar optimization, and document preparation for Client Partners and Managing Directors

Manage complex scheduling and logistics with clients and internal teams, using sound judgment to balance competing priorities and protect leaders’ time

Conduct weekly priority check-ins to align on upcoming deadlines, meeting preparation, travel needs, and operational requirements

Serve as a polished, professional point of contact for internal and external coordination related to meeting logistics

Own backend administrative processes in Salesforce, including:

Logging meetings and activities

Creating tasks and opportunities

Maintaining workflow and data hygiene

Supporting sample and material requests

Maintain awareness of accounts, opportunity stages, and next steps to ensure timely follow-through and forecast accuracy

May help prepare and reconcile revenue forecasts, reporting, and dashboards using Salesforce, Excel, and PowerPoint

Coordinate meeting logistics, agendas, materials, and technology setup to ensure leaders and clients are fully prepared

Capture meeting notes, document action items, and track follow-up to ensure accountability and momentum

Collaborate closely with Sales, Operations, and Project teams to support workflow efficiency and client delivery

Identify opportunities to optimize administrative processes, reduce redundancy, and improve workflow reliability

Use generative AI tools (e.g., ChatGPT, Claude, NotebookLM) to accelerate drafting, summarizing, data organization, and task automation

Create templates, checklists, and streamlined systems that support consistency and scale across the Sales organization

Manage expense reports, special projects, and ad-hoc requests with a high level of accuracy and discretion

Ensure confidentiality and professionalism in handling sensitive client and internal information

Assist with ad-hoc requests, expense reports, special projects, and continuous process improvement for administrative systems

Qualification

SalesforceGenerative AI toolsMicrosoft Office SuiteOrganizational skillsB2B client serviceInterpersonal skillsCommunication skillsAttention to detailAdaptability