Sales/Partner Development Assistant

We are looking for a detail-oriented and adaptable Sales/Partner Development Assistant to join our team in Carpinteria, California. In this contract role, you will play a pivotal part in supporting recruitment operations and partner development efforts through event coordination, system management, and collaborative teamwork. If you excel in organization and enjoy blending administrative tasks with strategic execution, this position offers an excellent opportunity to contribute to a dynamic environment.

Responsibilities:

• Coordinate and manage recruitment events, webinars, and seminars, ensuring smooth execution and engagement.
• Maintain and update organizational systems, pipelines, and reporting tools to support recruitment and partner development.
• Assist in onboarding processes for advisors, ensuring a seamless transition.
• Conduct LinkedIn prospecting and provide sales support to identify and connect with potential partners.
• Collaborate with cross-functional teams, including marketing and transitions, to align efforts and achieve goals.
• Manage administrative office tasks, such as ordering and maintaining supplies, and performing receptionist duties.
• Oversee accounts payable functions and ensure accurate financial tracking.
• Utilize Salesforce for integration tasks and implementations to streamline workflows.
• Leverage AI tools, such as ChatGPT, to enhance efficiency and productivity in daily operations.
• Provide general office management support to ensure a well-organized and functional workspace.