Supports the CEO through proactive calendar, travel, communications, meeting, expense, document, and information management. Coordinates board and committee engagements, prepares meeting materials and minutes, follows up on action items, and handles confidential information with discretion. The role also contributes to strategic projects, culture initiatives, offsites, town halls, and cross-functional leadership work while developing a strong understanding of the business.

The Relationship Manager acquires new clients through cold calling, builds relationships, delivers product pitches, and supports account onboarding while achieving sales targets.