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Form of workJob Title: Executive Wingman IDepartment: Executive AdminLocation: HybridAre you looking to join a team where "corporate values" aren't just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?That's Kasasa!
4 values define our company culture - Interdependence, Empowered Ownership, Badassitude, and Love - Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the "highest form" of our values.If you feel our company values align with your own, please apply! If you don't, we encourage you to find a company whose values do!Our values are a living commitment to one another.
It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.* Interdependence - Only team wins count. I take responsibility for my team's success.
My Team is Kasasa. I hold my shield for all of us.* Empowered Ownership - I know my goals. If they're to be, it's up to me.* Badassitude - I am passionate about what I do because I understand why it matters.
I will courageously face challenges, seeing each one as a stepping stone toward growth.* Love - We boldly bring love to the workplace and the world.* ELEVATE - I CREATE THE HIGHER POSSIBILITY.ONLY THE BADASS NEED APPLY!We're looking for much more than qualified applicants! We're looking for people who "relentlessly give a sh!t" (Or "RGAS" for short; this is a component of ourBadassitude value)! We want individuals who will courageously face challenges.
We don't settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.Kasasa's mission is to inspire and elevate community financial institutions to be the source for love and financial well-being in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way - sharing our "love" with the world - through our words and actions - via community service and outreach.
Expect to get involved and make an impact if you expect to be a Spartan.As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job.
It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.Role OverviewThe Executive Wingman must be willing and able to anticipate and meet the needs of the executive, the department, prospects, clients and vendors with whom Kasasa works or desires to work.
He/she must have a positive face to everyone as it is clearly recognized and appreciated that daily interaction with everyone (Spartans across our business and external parties) is a direct reflection on Kasasa, the sales function, the related principal executive and must be handled in a way that is true to the Patch Values. The Executive Wingman must have a strong work ethic and ability to manage multiple priorities, quick pivots, ambiguity, chaos, and complexity with ease.Responsibilities* Infuse the Patch Values into your work ethic, every day and every interaction.* In an organized and timely fashion - manage CGO schedule, meetings, travel, team events, and prioritize Executive Team events and client/prospects calls or meetings.* Successfully interact with team members, the assigned executive, external partners, clients and prospects to manage and meet the scheduling needs of various goals and strategies.* Ensure assigned expenses and related reporting is submitted according to defined deadlines and processes.* Anticipate potential problems that could impact the sales organizations, recommend and coordinate solutions, accordingly. Anticipate needs and plan for them.
When un-anticipated challenges arise - act with a sense of empowered ownership and urgency.* Handle matters proactively and expeditiously and follow through on projects to successful completion.* Handles assigned incoming and outgoing communications with vendors, clients, prospects, and sales staff in support of the assigned principal executive strategies and goals.* Assist in optimizing all meeting and travel plans for the department, as needed and/or requested.* Independently create well-organized communications to manage events, communications, etc.* Perform other duties as assigned by assigned principal executive.* Partner with sales team members and the assigned principal executive to maintain a comprehensive understanding of the sales pipeline to ensure cross functional resources are appropriately coordinated, to include pre-sales processes and efforts to drive deals to closure.* Other duties as assigned.Qualifications* Bachelor's degree required.* Proven ability to work independently and make sound judgments on a day-to-day basis regarding assigned and ad hoc duties with very limited or absence of direction of the executive(s).* 5+ years of experience working with executive-level employees.* Ability to work under time constraints and be available, as needed.* Extremely proficient in Microsoft Excel, Word, PowerPoint, and Outlook.* Demonstrate interpersonal skills and proficiency in business vocabulary to effectively represent the executive and the company to outside parties* Excellent oral and written communication skills and the ability to clearly articulate information to various audiences.* Exposure to CRM processes and experience interfacing with clients, prospects and external partners within the Banking and FinTech industries.* Excellent writing, proofreading and editing skills.* Ability to handle multiple priorities simultaneously.* Travel, as needed up to 40% of the time.* Must be legally allowed to work in the U.S.* You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn't just encouraged - it is required and part of your role responsibilities.PHYSICAL REQUIREMENTS* Sitting for extended periods of time; approximately 5-6 hours per day* Simultaneous use of hand, wrist and fingers* Daily operation of standard office equipment* Frequent use of oral communication to perform work* Lifts and moves up to 20 pounds occasionallyCRITICAL SKILLS* Superior attention to detail and ability to multi-task and change priorities quickly.* Strong sense of urgency and efficiency in completing work.* Exemplary time management and prioritization skills.* Able to maintain composure under pressure and manage unforeseen situations.* Excellent judgment, problem resolution and decision-making skills.Our benefits include:* Open Paid Time Off AND 14 paid holidays* Gym Membership Reimbursement* Tuition Reimbursement* Paid Parental Leave* Love Fund - established as a way for Spartans to give back to their co-workers in need* Medical Benefits* Dental, and Vision with a substantial contribution from Kasasa.* Life Insurance, Long-Term Disability, Short-Term Disability, and Employee Assistance Program - all provided in full by Kasasa* 401k plan with matching contributions* Pay to Tat (Patch tattoos only)* Peer-to-Peer Appreciation Program - Worktango* Noon:30's - 1st and 4th Fridays of the month- done at 12:30pmAre you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.
