Administrative Assistant - Sales

6 Minutes ago • 3 Years +
Administartive

Job Description

Calix is seeking an Administrative Assistant to support multiple Sales Vice Presidents in a remote-first environment in Canada. The role involves managing calendars, analyzing reports from Salesforce and Power BI, advanced Excel data manipulation, and leveraging AI tools for research and communication. Responsibilities also include preparing presentations, coordinating events, managing travel, processing expenses, and improving team workflows. The ideal candidate will be highly organized, adaptable, and possess strong communication and project management skills.
Good To Have:
  • Bachelor’s degree in business administration or business management.
  • Proactive approach to learning new tools, systems, reports, and dashboards.
  • Comfortable adapting to shifting priorities and dynamic work environments.
Must Have:
  • Manage daily calendars for multiple Sales Vice Presidents.
  • Pull and analyze reports from Salesforce, Power BI, and other sources.
  • Utilize Excel to organize, manipulate, and visualize data using advanced functions.
  • Leverage AI tools to perform preliminary research, summarize content, and draft communications.
  • Conduct research and prepare presentations and documents, handling sensitive information.
  • Assist in planning and executing company events and conferences.
  • Coordinate travel arrangements, prepare detailed itineraries, and confirm logistics.
  • Submit and reconcile monthly expense reports.
  • Minimum of 3 years’ experience as an Administrative Assistant.
  • Ability to travel at least once annually in January to attend the Sales Kickoff event.

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Responsibilities & Duties:

  • Manage daily calendars for multiple Sales Vice Presidents, ensuring optimal scheduling and time management.
  • Pull and analyze reports from Salesforce, Power BI, and other sources to support business operations and strategic decision-making.
  • Utilize Excel to organize, manipulate, and visualize data using advanced functions such as formulas (e.g., VLOOKUP, SUMIFS), conditional formatting, and scripts.
  • Leverage AI tools (e.g., Copilot) to perform preliminary research, summarize content, and draft communications including emails, Chatter posts, and letters.
  • Conduct research and prepare presentations and documents, handling sensitive information with discretion and confidentiality.
  • Assist in planning and executing company events and conferences with expected travel at least once a year.
  • Source goods and services, generate purchase requisitions, and process invoices for payment.
  • Evaluate requests based on available resources and data, clearly communicating limitations or constraints when necessary.
  • Learn and understand team processes to proactively identify opportunities for efficiency and workflow improvements.
  • Collaborate with Executive Assistants to address requests and inquiries from the executive team.
  • Provide backup support to Administrative and Executive Assistant team members as needed.
  • Coordinate travel arrangements, prepare detailed itineraries, and confirm logistics.
  • Submit and reconcile monthly expense reports with accuracy and timeliness.
  • Create and manage distribution lists, organizational charts, and other administrative systems.
  • Maintain and update Chatter groups within Salesforce to support team communication and collaboration.
  • Execute various projects assigned, ensuring timely and high-quality delivery.

Qualifications:

  • Minimum of 3 years’ experience as an Administrative Assistant.
  • Advanced proficiency in Excel, including experience with formulas, scripts, and data visualization.
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, SharePoint), Adobe Acrobat, and Microsoft Teams).
  • Some working experience with Salesforce reports and Power BI.
  • Resourceful and adaptable, with a proactive approach to learning new tools (including AI), systems, reports, and dashboards.
  • High school diploma or GED required; bachelor’s degree in business administration or business management preferred.
  • Ability to travel at least once annually in January to attend the Sales Kickoff event.
  • Excellent time management and interpersonal skills.
  • Strong written and verbal communication abilities.
  • Proven project management experience.
  • Exceptional organizational skills with the ability to manage multiple tasks simultaneously.
  • Comfortable adapting to shifting priorities and dynamic work environments.
  • High attention to detail and accuracy.

Location:

  • This is a Remote position located in Canada - Ideally EST or CST

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