Executive Assistant to the Chief Customer & Marketing Officer (CCMO) at FreshBooks

Bellevue, Washington, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Technology, Customer Experience, MarketingIndustries

Requirements

Senior-level experience as an Executive Assistant supporting CXO leaders in a global, fast-paced SaaS environment
Proven ability to provide strategic, operational, and administrative support to executives leading large, cross-functional organizations (e.g., Marketing, Sales, Customer Success, Digital Implementation, Support, CX)
Demonstrated experience managing global teams and priorities, including thoughtful time management across time zones
Expertise in calendar prioritization (beyond basic management), anticipating needs, and distinguishing true urgencies
Ability to build trusted relationships with internal partners (e.g., revenue operations, finance, HR) and understand key customers
Skill in setting clear expectations for meetings (e.g., purpose: decide, align, explore) and determining when live discussion vs. asynchronous channels are appropriate
Experience serving as a liaison between executives, leadership teams (e.g., Integrated Customer Group - ICG), and cross-functional partners
Capacity to handle highly confidential information with discretion and sound judgment
Ability to balance internal/external priorities, ensure preparation/follow-up for engagements, and maintain executive visibility/engagement with teams
Comfortable in a hybrid role based in Bellevue, WA, with in-office presence three days per week (Tuesday-Thursday)

Responsibilities

Act as a trusted advisor and strategic partner to the CCMO, anticipating needs and driving execution on critical priorities
Enable the CCMO and Integrated Customer Group (ICG) leadership team to operate at maximum effectiveness
Build deep understanding of Freshworks’ goals, vision, and business rhythm to keep the CCMO focused on high-impact activities
Manage the CCMO’s calendar expertly, prioritizing global travel, communications, customer engagements, and internal team presence
Facilitate meaningful internal engagement and visibility for the CCMO with global teams while balancing external demands
Serve as a liaison between the CCMO, global ICG leadership team, and cross-functional partners (e.g., Finance, Revenue Operations)
Clarify meeting purposes with stakeholders and optimize for efficiency (live vs. email/asynchronous)
Handle highly confidential information with discretion
Ensure right level of preparation and follow-up for engagements, distinguishing urgencies

Skills

Executive Support

Administrative Support

Strategic Planning

Operational Support

Calendar Management

Travel Coordination

Cross-Functional Collaboration

Stakeholder Management

SaaS Environment

Global Operations

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Toronto, CanadaHeadquarters

2003Year Founded

$149.6MTotal Funding

DEBTCompany Stage

Consumer Software, FintechIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Home Office Stipend

Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.

Dependency on Stripe's technology could pose risks if Stripe faces issues.

Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.

The company provides mobile-friendly solutions, catering to the rise of remote work.

FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.

The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.

AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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