Account Manager | Santa Fe, New Mexico

POSITION SUMMARY:

CheckBox Pro is seeking an experienced Account Manager located within approximately one hour of Santa Fe, New Mexico to provide executive assistant support to the CEO of a national education organization.

A CheckBox Pro Account Manager is trained in the CheckBox Pro (CBP) method to effectively support and expand the capacity of education leaders. At the core of CheckBox Pro's mission is the belief that when repetitive, time-intensive tasks are taken off a leader's plate, that leader can spend more of their time and energy focused on the mission of their organization.

This particular role is ideal for someone who enjoys working closely with a senior executive, anticipates needs, brings order to complexity, and takes pride in making things run smoothly behind the scenes.

This is a primarily remote position with an in-person component. The Account Manager should live within approximately one hour of Santa Fe and be available for in-person support approximately once per month, with occasional additional local support as needed.

A CheckBox Pro Account Manager reports directly to the founder and CEO of CheckBox Pro.

WHAT TO EXPECT

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• Enjoys supporting leaders so they can focus on their highest priorities

• Is naturally organized and enjoys bringing structure to someone else's work

• Is proactive and comfortable anticipating needs rather than waiting for instructions

• Has strong judgment and can confidently manage details on behalf of a senior executive

• Needs a flexible work schedule but is available to support leaders during the workday

• Enjoys working remotely while also being available for occasional in-person support

• Lives within approximately one hour of Santa Fe, New Mexico

• Can make a year-long contracted commitment

• Geeks out over calendars, spreadsheets, logistics, repetitive tasks, and efficiency

• Is comfortable handling confidential and sensitive information

• Enjoys being part of a small, growing team

CORE VALUES:

At CheckBox Pro the following core values guide and inform the work we do to support leaders so they can effectively and efficiently lead their organizations. Account Managers uphold these core values at all times.

• People-focused

• Solutions-oriented

• Proactive

• Confident

DUTIES AND RESPONSIBILITIES:

The Account Manager will provide dedicated executive support that may include:

Executive Support

• Meet regularly with the CEO to understand priorities, upcoming commitments, and support needs

• Manage a complex executive calendar based on the CEO's preferences and priorities

• Coordinate meetings and scheduling with internal and external stakeholders

• Coordinate travel arrangements and itineraries

• Provide purchasing, expense, and reimbursement support

• Organize and maintain important documents and administrative information

• Anticipate upcoming needs and proactively address logistical details

• Support special projects and administrative priorities as needed

In-Person Santa Fe Support

• Meet with the CEO in person approximately once per month, with occasional additional support as needed

• Assist with physical documents requiring signatures, organization, filing, or mailing

• Help organize and manage materials that cannot be handled virtually

• Provide an in-person administrative touchpoint when a task is more efficiently completed face-to-face

Board and Organizational Support

• Provide basic administrative and logistical support related to board meetings

• Assist with scheduling, travel, reimbursements, venues, and other board logistics as assigned

• Support additional administrative projects when capacity allows

CheckBox Pro Responsibilities

• Meet weekly with the CBP team to ensure client services are being delivered

• Work collaboratively with the CBP Operations Manager to find strategic solutions for client priorities

• Track work with clients to provide insight and data for current and projected client services

• Respect client confidentiality

• Provide contracted services to leaders, which may include:

  • Meeting with leaders on a weekly basis

  • Working strategically with leaders to achieve their work priorities

  • Coordinating calendar and travel arrangements based on leader preferences

  • Providing purchase and reimbursement support as needed

  • Supporting leaders with special projects

REQUIRED SKILLS & QUALIFICATIONS:

• 10+ years of K-12 work experience

• Lives within approximately one hour of Santa Fe, New Mexico

• Significant experience supporting senior leaders, executives, or school leaders

• Strong calendar management and scheduling skills

• Excellent interpersonal skills

• Strong written and oral communication

• Exceptional attention to detail and organizational skills

• Ability to anticipate needs and independently solve problems

• Ability to manage time efficiently and effectively

• Ability to prioritize competing requests and shifting priorities

• High level of discretion and professionalism

• Ability to work effectively with diverse groups

• Proficiency in Google Workspace and Microsoft Office

• Comfortable learning and navigating new technology platforms

BENEFITS

• 1099 status

• Hourly rate of $25.00 - $27.00

• Flexible working hours

• Primarily remote work

• $1,000 home office stipend upon start

APPLICATION INSTRUCTIONS:

To apply, please complete the CheckBox Pro application and upload:

• Cover letter

• Resume

• Two professional references

If you have questions about the role or application process, contact [email protected].

Please indicate in the subject line that you are applying for the Santa Fe Account Manager position.