Executive Assistant – Business Development Coordinator

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

🚫👨‍🎓 No degree required

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Logo of Current

Current

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects • Coordinate outreach and maintain relationships with Partners across the firm's network • Track opportunities and ensure timely follow-up • Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities • Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms • Coordinate CPA referrals and connect employees with appropriate firm resources • Maintain accurate records, reports, contact information, and business development tracking systems • Collaborate with executive leadership and internal teams to complete projects, requests, and deliverables accurately and on time • Identify opportunities to streamline processes and improve administrative efficiency • Provide additional executive and business development support as needed

🎯 Requirements

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role • Strong organizational, communication, and time-management skills • Excellent attention to detail, accuracy, and follow-through • Comfortable communicating and building relationships with executives, Partners, and internal stakeholders • Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams • Experience with CRM systems, invoicing, or expense management platforms preferred • Ability to work independently, take initiative, and adapt to changing priorities • Professional services, accounting, or financial services experience is a plus • Ability to handle confidential business and financial information with discretion

🏖️ Benefits

• Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage • Company-Paid Life and Long-Term & Short-Term Disability Insurance • Supplemental life insurance, critical illness, and accident insurance • Classic Safe Harbor 401(k) Plan with employer contributions • Professional growth, learning, and development opportunities • Access to Becker and LinkedIn Learning • Bonus offered

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