Executive Assistant – Revenue Management

3 days ago

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Wing Assistant

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B2B • SaaS • Productivity

Wing Assistant is a company specializing in providing virtual assistant services to businesses worldwide. The company offers a wide range of services including general virtual assistant work, executive assistance, customer service, bookkeeping, and digital marketing. Wing Assistant aims to enhance productivity for startups and enterprise teams by delegating tasks to dedicated virtual assistants, reducing operational load, and enabling businesses to focus on core activities. Their services are accessible via a subscription model, providing flexible and cost-effective solutions compared to traditional hiring methods. Clients benefit from a dedicated assistant model where the assistant works solely for their business, gaining a deeper understanding of their processes over time.

501 - 1000 employees

🤝 B2B

☁️ SaaS

⚡ Productivity

💰 $2.1M Seed Round on 2022-03

📋 Description

• Manage the leader’s calendar and schedule recurring revenue meetings (KPI reviews, AR stand-ups, month-end checkpoints). • Arrange meetings with internal stakeholders and, as directed, with external parties. • Prepare agendas, pre-reads, supporting files, and talking points; ensure meetings start on time with required materials. • Capture decisions and action items during meetings; assign owners and due dates; maintain trackers until closure. • Maintain dashboards/logs for AR aging, DSO, denials, adjustments, cash receipts, authorizations, and open issues. • Produce executive-level notes, summaries, SOPs, and weekly/month-end revenue packets; create clean spreadsheets and slides using advanced Excel/Google Sheets functions. • Ensure documentation is version-controlled, organized, and audit-ready. • Maintain and refine meeting templates, trackers, SOPs, and filing structures. • Support audit readiness and surface blockers early with proposed next steps or decision requests. • Conduct limited external communication only when instructed; escalate substantive matters to leadership with context. • Maintain professional internal communication standards (clear, concise, action-oriented).

🎯 Requirements

• 3+ years supporting senior leadership in finance, revenue cycle, or operations-focused EA roles • Financial literacy with practical experience in AR concepts (aging buckets, DSO, denials/appeals, write-offs, EFT/ERA) • Advanced Excel/Google Sheets skills (pivots, XLOOKUP/VLOOKUP, conditional logic); proficient in Word/Docs and PowerPoint/Slides • Strong written communication, attention to detail, and consistent deadline execution • Calm under pressure, organized, and able to maintain confidentiality of sensitive financial information • Microsoft 365 and Google Workspace • Task/issue trackers (Asana, Trello, ClickUp) • EMR/RCM reporting exports and payer management systems • USB Headset with Noise Cancellation feature • Working Webcam • Computer with at least 1.8 GHz processor and at least 4GB RAM • Main Internet Service Speed: at least 25 Mbps cable connection • Backup Internet Service Speed: at least 10 Mbps

🏖️ Benefits

• Health Insurance (HMO) • Performance Incentives • Job Security and Stability • Paid Training • Inclusive Culture • Upskilling Opportunities • 100% Work-From-Home • Exceptionally Supportive Team • Opportunities for Career Growth • Fun Work Environment • Holiday & Overtime Pay