Note: The job is a remote job and is open to candidates in USA. 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.
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)
Skills
- 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
- Experience in a Chief of Staff, EA+, Operations, Client Service, SDR/BDR, or Project Coordinator role preferred
Company Overview
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. It was founded in 1999, and is headquartered in Boston, Massachusetts, USA, with a workforce of 11-50 employees. Its website is https://www.katahdingroup.com/.
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