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Coastal Pay · 23 hours ago

Executive and Sales Assistant — San Diego (Hybrid)

San Diego, CA

Full-time

Hybrid

Entry, Mid Level

$30/hr - $40/hr

Coastal Pay is seeking a highly organized and proactive Executive Assistant/Sales Assistant to support their leadership and sales teams. The role involves managing executive calendars, coordinating travel, and supporting daily sales activities, while thriving in a dynamic and autonomous environment.

Financial ServicesFinTech

Responsibilities

Manage executive calendars, schedule meetings, and coordinate travel

Independently manage personal tasks

Support daily priorities, follow-ups, and communication flow

Prepare documents, presentations, and reports

Organize files, systems, and internal processes

Act as a trusted partner to leadership, keeping initiatives on track

Support company projects by gathering information and helping move work forward

Coordinate scheduling for client calls, demos, and internal meetings

Support the Director of Sales with follow-ups, pipeline coordination, and daily sales activities

Prepare sales materials, proposals, and presentations

Maintain CRM accuracy and assist with reporting and forecasting

Track deal progress and support smooth handoffs to internal teams

Provide logistical support for conferences and industry events

Learn and leverage sales and fintech tools quickly to keep workflows efficient

Qualification

CRM platformsSales supportExecutive supportFintech experiencePresentation preparationTech-savvyOrganizational skillsCommunication skillsProblem-solvingAttention to detail

Required

Exceptionally organized with strong attention to detail

Clear, professional, and reliable communicator

Proactive problem-solver who anticipates needs

Tech-savvy and quick to learn new tools

Discreet and trustworthy when handling confidential information

Comfortable juggling priorities in a fast-moving environment

Prior experience as an executive assistant, sales assistant, or in a similar support or operations role

Preferred

Experience in fintech, payments, SaaS, or financial services

Familiarity with CRM platforms such as IRIS, Salesforce, or HubSpot

Experience supporting senior sales or executive leadership

Benefits

Health Insurance Benefits after 90 days of employment

Company

Coastal Pay

Coastal Pay is a privately held integrated payment processing company.

Founded in 2013

Carlsbad, California, USA

51-200 employees

http://www.coastalpay.com

Funding

Current Stage

Growth Stage

Leadership Team

Kavan Thanasith

Chief Executive Officer

Travis Chrisman

President

Recent News

Coastal Pay

Coastal Pay Announces New WooCommerce Plugin for Seamless Payment Integration

2025-06-12

PYMNTS.com

Coast Raises $40 Million to Expand Solutions for Fleet Payments

2024-12-28

Company data provided by crunchbase