Katahdin Group · 21 hours ago
Executive Assistant & Partner Program Coordinator
Katahdin Group is dedicated to empowering CEOs and executive teams to achieve their potential and drive growth. They are seeking an Executive Assistant & Partner Program Coordinator to maximize the CEO and Business Development team's effectiveness by managing partner intelligence, scheduling, and coordination across the revenue pod.
AdviceConsultingManagement Consulting
Responsibilities
Maintain a living partner dossier in Salesforce (strengths, referral history, verticals, LinkedIn activity, notes)
Monitor partner activity weekly and flag partners needing outreach, nurturing, or reactivation
Coordinate partner communications, including light-touch updates, content shares, invitations, and recap notes
Prepare briefing packets for meetings (partner context, goals, recent activity)
Draft post-meeting follow-up emails and assign next steps to the appropriate team members
Manage partner tiers (Gold / Silver / Bronze) and support quarterly partner reviews
Keep partner-related CRM fields clean, complete, and forecast-relevant
Own the CEO’s revenue calendar, including prospect meetings, partner touchpoints, and qualification reviews
Ensure all qualified referrals are scheduled within 7 days
Maintain a rolling two-week pipeline of booked conversations
Protect CEO time by controlling access and preventing unscheduled interruptions
Manage and distribute pre-read packets ahead of each meeting
Capture and export meeting next steps with owners and deadlines
Track SLA performance (time-to-meeting, time-to-follow-up)
Qualification
Required
Maintain a living partner dossier in Salesforce (strengths, referral history, verticals, LinkedIn activity, notes)
Monitor partner activity weekly and flag partners needing outreach, nurturing, or reactivation
Coordinate partner communications, including light-touch updates, content shares, invitations, and recap notes
Prepare briefing packets for meetings (partner context, goals, recent activity)
Draft post-meeting follow-up emails and assign next steps to the appropriate team members
Manage partner tiers (Gold / Silver / Bronze) and support quarterly partner reviews
Keep partner-related CRM fields clean, complete, and forecast-relevant
Own the CEO's revenue calendar, including prospect meetings, partner touchpoints, and qualification reviews
Ensure all qualified referrals are scheduled within 7 days
Maintain a rolling two-week pipeline of booked conversations
Protect CEO time by controlling access and preventing unscheduled interruptions
Manage and distribute pre-read packets ahead of each meeting
Capture and export meeting next steps with owners and deadlines
Track SLA performance (time-to-meeting, time-to-follow-up)
Highly organized with strong operational discipline and follow-through
Excellent written communication skills and professional presence
Confident and calm working with senior executives
Strong CRM discipline (Salesforce preferred)
Exceptional at scheduling, prioritization, and workflow design
Sophisticated user of AI tools and standard Google / Microsoft products
Not a sales role — this position focuses on coordination and throughput maximization
Preferred
Experience in a Chief of Staff, EA+, Operations, Client Service, SDR/BDR, or Project Coordinator role preferred
Company
Katahdin Group
Named after Maine’s Mount Katahdin (which means “The Greatest Mountain”), Katahdin Group gives ambitious CEOs a unique resource to further elevate their performance, and with it accelerate profitable growth.