REBECCA PICCONE

Provide high-level administrative support to Senior VPs within Solution Architecture and Professional Services, effectively managing multiple priorities.

Streamline workflows and enhance productivity by efficiently utilizing a suite of tools, including Google Workspace, Slack, Navan, Zoom, Salesforce, Coupa, and GitLab.

Proficiently manage complex calendars across multiple time zones.

Lead the entire recruitment process, from scheduling interviews to onboarding new hires.

Organize complex travel arrangements and facilitate seamless communication with internal and external stakeholders.

Manage expense reports, track reimbursements, and collaborate with various departments to resolve logistical challenges.

Maintain project timelines, track progress towards goals, and provide effective support during team meetings, off-sites, and virtual group conversations.

Provide comprehensive project support, including creating and tracking POs for team expenditures.
Arrange company events and business meetings for both internal and external stakeholders.

• Proactively provide backup support to other Executive Business Assistants, the CRO, and the CPO.
  
• Contributed to talent acquisition initiatives by interviewing and recommending key talent for the Sales EBA Team.

• Provide administrative support for CEO and Co-Founder/Head of Sales and their respective teams.
• Transcribe minutes of meetings and execute meetings and events for company to support sales, business development and senior management teams.
• Manage complex calendar scheduling with focus on proper allocation of executive availability.
• Screen calls and emails and initiate actions to respond or direct messages for leadership.
• Create and update spreadsheets and databases to track, analyze and report on performance and sales data.
• Arrange complex and detailed travel plans, itineraries, and agendas; and compile documents for travel-related meetings.
• Handle scheduling and logistics planning for off-site international conferences and quarterly meetings.

• Provided assistance to executive leaders of large-scale SAAS company, maintaining calendars, coordinating high-impact and technically driven meetings, planning travel logistics, filing expense reports, and overseeing new hire recruitment.
• Employ excellent c-level communication dealing with SVP of Finance, Sales, and Marketing, aiding with decision making and achieving successful outcomes in high pressure situations.
• Cultivated long-standing and beneficial relationships with internal and external parties to promote efficiency and promptly resolve administration and logistic issues.
• Onboarded key talent in various departments including administrative, engineering, customer service and sales.
• Expertly managed and logged executive financial expenses.
• Utilized technical skills and knowledge of various platforms to efficiently handle fully remote administrative processes and troubleshoot problems.
• Mastered various remote tools including Zoom, Google Meet and Slack.

• Supported daily operations of Managing Director, Senior Wealth Advisor, and client service team, contributing to achievement of organizational objectives.
• Utilized calendar management skills to coordinate executive schedules and project team meetings.
• Compiled documents and records in Salesforce and other internal systems to promote efficiency.
• Oversaw expense report preparation, purchase orders, and check requests, employing exemplary financial management and reporting.
• Arranged local and global travel for executives.
• Planned and executed local Wealth Management Conference and subsidiary events in collaboration with cross-functional teams.
• Created and assembled marketing presentation materials as well as maintained marketing supplies.

• Delivered expert executive assistance to President, maintaining complex calendar, arranging travel itineraries, composing confidential documentation, and dealt with financial reports / reimbursements.
• Corresponded with VIP clients, internal teams, and external stakeholders, informing the President of important developments and escalating issues when required.
• Managed special projects as directed by the President, fostering relationships with all levels of management to ensure successful outcomes.

• Aided senior finance directors and managers with daily tasks, enabling them to focus and drive larger processes.
• Utilized calendar management skills, technical proficiencies, networking, and expense reconciliation knowledge to execute high level administrative functions.
• Created and presented outbound communication with little supervision, employing advanced research and data collection skills to deliver accurate and professional correspondence.