Strategic Support Assistant

About Willow ( trustwillow.com ) :

Willow is an award-winning WealthTech platform powering advisors’ acquisition, growth, and retention of today’s investors : Women, NextGen, and Underrepresented groups.

Through Willow's certificate programs (Advisor for Women™ and Advisor for NextGen™) and marketing platform, advisors gain the knowledge and content needed to better acquire these clients and align their financial plan with their personal values.

Job Description

This position will be responsible for supporting our sales, marketing and customer success teams. The Strategic Support Assistant will be a key player in ensuring the smooth day-to-day functioning of our startup.

This role involves a mix of administrative tasks, process management, and support for various operational functions.

The ideal candidate will be detail-oriented, adaptable, have sales or relationship management, experience in financial services or wealthtech / fintech, with a proactive attitude and a willingness to learn and adapt.

It's an exciting time for Willow! Join our team where your contributions will make a big impact and positive difference in real people's lives.

About the role

• Provide administrative and sales enablement support to Willow’s CEO including managing sales pipeline, coordinating meetings, and handling correspondence.
• Assist sales and marketing with project coordination, tracking progress and success metrics, and managing deliverables.
• Assist customer success with client product questions, renewals, and platform issues, relaying feedback to appropriate teams and identifying opportunities to improve Willow’s products and services.
• Maintain HubSpot Sales and Marketing tools, including deals, workflows, tasks, emails and automation.
• Identifying areas of improvement in internal processes and implementing solutions to increase operational efficiency.
• Generate and analyze reports within HubSpot to track performance, monitor key metrics, and provide actionable insights.
• Conduct research to identify and generate high-quality lead lists, leveraging various tools and databases to ensure accuracy and relevance for targeted outreach and sales efforts.
• Rectify sales and other records and reporting.
• Assist in coordinating webinars / seminars including presentation materials, invitations, attendees lists.
• Handle correspondence, prepare documents, and assist with internal communications.
• Maintain organized records and files throughout various databases.
• Regularly review and clean-up records to ensure accuracy.
• Communicate with clients by phone, email, video or chat.
• Draft communications, webinars, and other materials for distribution.
• Collaborate cross-functionally with internal Willow teams (sales, marketing, product, development).
• Assist with various ad hoc tasks and projects as required by the team or leadership.
• Adapt to changing priorities and handle multiple tasks in a fast-paced startup environment.
• Reports directly to the CEO.

About you

• You are highly detail-oriented with 1-3 years in an administration, sales support, relationship management role within a financial services / fintech / wealthtech client service role
• You understand the financial advisor-client dynamic and how those relationships operate
• You are a self-learner and self-starter who can thrive in a fast-paced environment
• You have strong time management and prioritization skills, as well as verbal and written communication skills
• You have excellent interpersonal skills with high initiative, flexibility, and team approach to work
• You can deliver quality service to multiple stakeholders concurrently
• You enjoy finding ways to improve processes and increase efficiency
• You are proficient in Google Workplace Suite, Canva, and HubSpot

Additional Details :

• This role is remote but Willow is located in the Greater Boston area
• We communicate frequently on Slack and expect you to be engaged with our team. You will work independently and collaboratively with others
• Compensation for this role is salary + equity

What’s next :

If you're interested in joining the team at Willow, please apply on LinkedIn or send a cover letter and resume to careers@trustwillow.

com telling us why you'd be right for the position. As you’ve hopefully seen already, Willow is a place that values personal wellness and diversity of life journeys.

Write to us and tell us what you’re all about.

Our Promise :

At Willow, we believe that a diverse, equitable, and inclusive workplace makes us a more relevant, more competitive, and more resilient company.

We encourage people from all backgrounds, ages, abilities, and experiences to apply. Willow is an equal-opportunity employer.

We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status.