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

Bellevue, Washington, United States

FreshBooks Logo
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 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
  • Deep understanding of business goals, vision, and rhythms to keep executives focused on priorities
  • Ability to balance internal/external priorities, including customer engagements and employee visibility
  • Availability for hybrid on-site role in Bellevue, WA, with 3 days in-office per week (Tuesday-Thursday)

Responsibilities

  • Act as a trusted advisor and strategic partner to the CCMO, anticipating needs and driving execution on critical priorities
  • Manage the CCMO’s calendar expertly, prioritizing to balance global travel, customer engagements, internal presence, and employee community engagement
  • Build and maintain trusted relationships with internal partners (e.g., revenue operations, finance, HR) and key customers
  • Help the CCMO stay connected and visible to their global team through meaningful internal engagements
  • Set clear expectations for meeting requests with stakeholders, clarifying purpose and optimizing for live vs. asynchronous resolution
  • Serve as a liaison between the CCMO, global ICG leadership team, and cross-functional partners (e.g., Finance, Revenue Operations)
  • Ensure appropriate preparation and follow-up for engagements, distinguishing urgencies
  • Handle highly confidential information with discretion
  • Manage global travel and communications for the CCMO
  • Enable the CCMO and ICG leadership to operate at maximum effectiveness by managing shifting priorities

Skills

Executive Assistance
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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