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

San Mateo, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Technology, Customer ExperienceIndustries

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 high-level executives and cross-functional teams
Demonstrated experience thriving in globally distributed organizations, managing internal and external priorities
Expertise in calendar management, prioritizing time, and balancing customer engagements with internal team presence
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, clarifying purpose (e.g., decide, align, explore), and determining when live discussion is needed vs. asynchronous resolution
Experience serving as a liaison between executives, leadership teams (e.g., global Integrated Customer Group), and cross-functional partners
Strong judgment to distinguish true urgencies, ensure preparation and follow-up for engagements
Ability to handle highly confidential information with discretion and sound judgment
Deep understanding of business goals, vision, and rhythm to anticipate needs and drive execution on priorities
Availability for hybrid role in San Mateo, CA or Bellevue, WA, with in-office presence three days per week (Tuesday-Thursday)

Responsibilities

Act as a trusted advisor and partner to the CCMO, anticipating needs and enabling maximum effectiveness for the CCMO and Integrated Customer Group (ICG) leadership team
Strategically manage and prioritize the CCMO’s calendar, ensuring focus on critical priorities amid global team demands
Manage global travel and communications for the CCMO, balancing customer-facing engagements and internal employee community presence
Build and maintain trusted relationships with internal partners (e.g., revenue operations, finance, HR) and key customers
Facilitate the CCMO’s visibility and connection with their team through meaningful internal engagements
Serve as a liaison between the CCMO, global ICG leadership team, and cross-functional partners including Finance and Revenue Operations
Set clear expectations for stakeholder meeting requests, clarifying purpose and optimizing for efficiency (live vs. email/asynchronous)
Distinguish true urgencies, manage preparation, and ensure follow-up for engagements
Handle highly confidential information with discretion and sound judgment

Skills

Executive Support

Administrative Support

Strategic Planning

Operational Support

CXO Support

Cross-Functional Collaboration

Global Team Management

SaaS Environment

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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