Client Partner Assistant

Client Partner Assistant FranklinCovey (NYSE: FC) is the workplace of choice for Achievers with Heart. We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the Leader in Me membership, which is designed specifically for our Education Division.

The Client Partner Sales Assistant is a highly integrated operational and administrative partner to our top-producing Client Partners and Managing Directors. This role extends well beyond traditional administrative supportserving as a proactive workflow coordinator, communication manager, and behind-the-scenes operator who enables revenue leaders to focus on strategic client relationships, pipeline growth, and high-value activities. This individual demonstrates strong independent decision-making, business judgment, and deep understanding of Sales dynamics. They anticipate needs, manage complex workflows, maintain discipline in Salesforce, and leverage generative AI tools to maximize speed and accuracy across daily tasks.

The ideal candidate is organized, technologically adept, relationship-aware, and comfortable navigating fast-paced, high-expectation environments. Essential Job Functions Executive Sales Administrative Support Provide comprehensive email triage, inbox prioritization, calendar optimization, and document preparation for Client Partners and Managing Directors. Manage complex scheduling and logistics with clients and internal teams, using sound judgment to balance competing priorities and protect leaders' time. Conduct weekly priority check-ins to align on upcoming deadlines, meeting preparation, travel needs, and operational requirements.

Serve as a polished, professional point of contact for internal and external coordination related to meeting logistics. Sales Operations & Pipeline Support Own backend administrative processes in Salesforce, including: logging meetings and activities, creating tasks and opportunities, maintaining workflow and data hygiene, supporting sample and material requests. Maintain awareness of accounts, opportunity stages, and next steps to ensure timely follow-through and forecast accuracy. May help prepare and reconcile revenue forecasts, reporting, and dashboards using Salesforce, Excel, and PowerPoint.

Client Meeting & Project Coordination Coordinate meeting logistics, agendas, materials, and technology setup to ensure leaders and clients are fully prepared. Capture meeting notes, document action items, and track follow-up to ensure accountability and momentum. Collaborate closely with Sales, Operations, and Project teams to support workflow efficiency and client delivery. Process Improvement & AI-Enabled Efficiency Identify opportunities to optimize administrative processes, reduce redundancy, and improve workflow reliability.

Use generative AI tools (e.g., ChatGPT, Claude, NotebookLM) to accelerate drafting, summarizing, data organization, and task automation. Create templates, checklists, and streamlined systems that support consistency and scale across the Sales organization. General Administrative & Operational Support Manage expense reports, special projects, and ad-hoc requests with a high level of accuracy and discretion. Ensure confidentiality and professionalism in handling sensitive client and internal information.

Assist with ad-hoc requests, expense reports, special projects, and continuous process improvement for administrative systems. Basic Qualifications High school diploma + 5+ years of experience in administrative or sales support roles Preferred Skills & Experience Understanding of generative AI platforms and how to maximize both efficiently and creatively. Strong organizational skills, attention to detail, and adaptability to shifting priorities in a dynamic work environment. Exceptional interpersonal, verbal, and written communication skills.

Advanced proficiency in Microsoft Office Suite (particularly Outlook, Word, Excel, PowerPoint) and communication platforms such as Teams and Zoom. Proficiency with Salesforce, or the ability to quickly achieve operational fluency in the platform. Demonstrated ability to leverage generative AI tools efficiently in professional workflows.

Experience

in B2B client service or sales environments is preferred. Ability to handle sensitive information with discretion and maintain high levels of accuracy. Proactive, resourceful, and able to independently anticipate team needs and suggest workflow efficiencies Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.

Rhode Island Staffing