Now Hiring - Develop-llc - Professional Services Executive Assistant - Accounting & Sales Support in Verona, WI

Full description of the position

Who we are We build machines and automation because we love seeing ideas turn into equipment that runs every day in factories. Our work shows up in plastics, packaging, industrial electronics, food, and anywhere people make physical products. Our team is young, high-energy, and competitive. We like people who want to grow, take pride in their work, and are ready to be part of something that keeps getting better. DEVELOP is a fast-growing, founder-led company. We move fast, solve hard problems, and hold a high bar. We care deeply about execution quality, client trust, and building systems that scale without drama. This role exists because the company has reached the point where money, clients, and execution can no longer depend on the founder's attention. Role Summary This is not a traditional Executive Assistant role. This role owns the financial, sales, and client follow-through systems of the business so nothing slows down, drops, or escalates unnecessarily to the founder. You act as the day-to-day owner of: * P&L visibility and financial execution * Top-of-funnel sales follow-up and CRM discipline * Client onboarding and experience from first contact through billing * Invoicing, AR, AP, and cash flow execution * Project-level financial tracking and forecasting * Internal financial coordination for engineering and operations If something touches money, sales follow-up, forecasting, invoicing, payables, or client handoff , you own it. Core Ownership Areas 1. Financial Ownership & P&L Visibility (Primary) You fully own day-to-day financial operations and clarity. This includes: * Ongoing P &L ownership and accuracy * Visibility into cash position and trends * Ownership of payroll execution and review * Ownership of accounts payable , ensuring vendors are paid correctly and on time * Ownership of invoicing, AR, and payment follow-up * Ownership of the accounting inbox and financial communication * Ensuring financial data is clean, current, and actionable 2. Revenue Operations & Top-of-Funnel Follow-Through You ensure no opportunity stalls due to delay or lack of follow-up. This includes: * Owning inbound lead follow-up from website and HubSpot * Calling and emailing warm leads quickly and consistently * Ensuring every lead has a clear next action * Booking meetings without Matt chasing or coordinating * Maintaining CRM discipline with zero stale deals * Coordinating with marketing, HubSpot workflows, and WordPress as needed 3. Client Experience & Onboarding You own the client journey from first contact through a clean project start. This includes: * Managing client onboarding from PO to kickoff * Sending and tracking W9s, ACH or wire details, intake forms, and onboarding materials * Setting clear expectations around billing and milestones * Ensuring smooth handoff from Sales to Engineering and Operations * Acting as the primary point of contact for billing clarity and follow-through 4. Project Accounting, Forecasting & Internal Coordination You provide financial visibility across active work. This includes: * Tracking financial performance at the project level * Maintaining revenue and cash flow forecasts * Understanding when money should arrive versus when it does * Identifying drift early and surfacing issues * Creating TOs (task orders / time orders) for engineers so work can begin without delay * Coordinating financial inputs needed by engineering and operations to keep projects moving Tools You 'll Use * QuickBooks (P&L, invoicing, AP, AR, project accounting) * HubSpot (CRM, pipelines, follow-ups, dashboards) * Microsoft 365 (Outlook, Teams, OneDrive) * ADP (Payroll - training provided) * Calendly * AI tools such as ChatGPT, Plaud.ai, Fireflies, and Zapier Required Experience & Qualifications This role is a fit if you bring some combination of the following: * 2 -7 years experience in one or more of: Executive Assistant, Sales Operations, Revenue Operations, Client Operations, Accounting or Controller support * Experience working closely with a founder or executive * Comfort owning follow-up, money, and decisions * Hands-on experience with: CRM systems (HubSpot preferred) * Invoicing, AR, and AP * Basic accounting or financial operations * Strong written and verbal communication * Ability to operate independently and exercise judgment Education (preferred): * Degree in Business, Finance, Accounting, Marketing, Operations, or related field Job Type: Full-time Pay: $65,000.00 - $85,000.00 per year Benefits: * 401(k) matching * Health insurance * Paid time off Work Location: In person