The Strategic Assistant & Practice Manager is a key player in advancing Sagacious Partners’ purpose of guiding teams & people to optimize their world. As the assistant to our Partners, the individual in this position will support SP’s short- and long-term priorities and will be responsible for coordinating activities within the organization based on goals established by the leadership team. Although primarily an administrative role, it is a highly strategic and facilitative one that requires a combination of focus, flexibility, and attention to detail.
What’s so great about working at Sagacious Partners?
- The unique nature of our work/organization means our team members’ abilities are utilized daily. If you don’t know what your unique ability is, you will realize it in this environment.
- Company culture. We promote an open and honest atmosphere, encouraging input and new ideas from any level. Everyone has a voice and an opportunity to contribute.
- Our work makes a difference. We see a direct impact on companies through the work we do – it’s not just something we talk about, it’s something we achieve.
- We are a small (but mighty!) team and think of ourselves as family. We take care of our people and ensure everyone we hire is a good fit with our core values.
- We believe in work/life satisfaction.
What are our core values?
- Get sh*t done
- Do the right thing
- Be humbly confident & coachable
- Get better every day
- Help first
What would I do everyday?
The person in this role has the responsibility of supporting our clients and coaching team in addition to managing the organization’s administrative operations. This involves:
- Coordinating with clients to schedule sessions, calls, meetings and more
- Support client sessions. Typical activities include session space set up and take down, greeting clients, and ensuring a memorable client experience.
- Email and calendar management for Partners
- Driving all session logistics, including client preparation, follow-up and data management
- Overseeing all human resources functions, including: insurance & benefits administration, hiring and onboarding
- Administration of IT and office equipment and ownership of IT processes
- Handle details of financial management of SP and each Partner’s practice
- Planning special events for clients and internal team
- Being a problem-solver and gatekeeper who lives to make the executives’ lives easier
- Immediately handling client/team needs that don’t require the leadership team’s specialized attention
- Maintaining our internal processes and following systems and checklists to ensure internal and external consistency
- Office management including managing supplies, optimizing and maintaining space, liaising with building administrators
What do I need to be successful in this role?
The ideal candidate for this position will have experience in a similar-natured role and will bring to the table the following skills/attributes:
- A do-er. Plain and simple. We have a small team servicing a full load of clients, so we need people who are motivated to get the job done and enjoy being busy
- An even keel – the ability to stay cool under pressure and roll with interruptions and able to prioritize emergent time-sensitive tasks.
- A curiosity to learn new ways of doing things and always improving
- Obsession with detail and the ability to handle multiple tasks at once
- Solid communication skills – both orally and in writing, including consistently circling back to close the loop with team members and clients to ensure everyone is on the same page with regard to a task, activity or update
- Ability to maintain a high standard of integrity and professionalism, and handle sensitive and proprietary financial information in strict confidence at all times
- Proactive on all fronts – this is not the environment that caters well to individuals who are waiting for things to come to them
- A strategic thinker, able to apply strong analytical skills to make rational, realistic and sound recommendations and decisions based on consideration of all facts and alternatives, in support of stated goals
- The willingness to dive in and lend a hand in any way that could be helpful
- Proficiency with general office software and ability to learn new applications quickly. Experience with Google Workspaces, Quickbooks, Adobe Acrobat, SalesForce or other CRM a plus!
Benefits
- Competitive salary commensurate with experience
- SEP IRA
- PTO available immediately
- Personal care and cell phone stipend
- Personal and professional development opportunities
- Birthday bonus
This sounds awesome. I’m ready to apply!
And we’re ready to hear from you! Please send the following (as a PDF) to Kristin Hamilton via email (khamilton@sagaciouspartners.com):
- Resume
- Be prepared to submit two professional references on request