K

Krista Sanchez

CEO

Cedaredge, Colorado, United States18 yrs 4 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in managing complex executive schedules.
  • Proven track record in event planning and coordination.
  • Strong organizational skills with a focus on confidentiality.
Stackforce AI infers this person is a highly skilled Executive Assistant in the SaaS industry.

Contact

Skills

Core Skills

Project ManagementEvent PlanningExpense Management

Other Skills

Web ApplicationsComplex Global Travel ArrangementsMicrosoft OfficeSharePointTravel ArrangementsAgile MethodologiesOnboardingTroubleshootingAccount ManagementAsset ManagementFinancial AnalysisAccount ReconciliationOracle ApplicationsVisioMicrosoft Outlook

About

Resourceful and results driven Executive Assistant, C-Suite experienced professional providing support to high profile executives, clients and internal client teams. Skilled in coordinating daily calendar, conferences, projects, meetings, expense management, complex global travel arrangements and event planning. Recognized for balancing needs and priorities with utmost confidentiality. Ability to meet deadlines efficiently, resolve problems independently, improve processes and meet organizational objectives. Known for demonstrating diplomacy, confidence, and accountability with decisive calm. Utilizes strong organizational, planning, and communication skills towards improving effective productivity. Extensive knowledge of various software and web applications. Self-starter with the ability to quickly learn new software, web applications, policies and procedures. Currently the Executive assistant to the President and the CRO of WestCX, an Apollo-owned company operating as a standalone entity under West Technology Group. WestCX was created through the integration of TeleVox and Mosaicx—two innovative companies at the forefront of conversational AI and patient relationship management technology. Together, the brands will collaborate to bring advanced technology and communication solutions to organizations seeking personalized engagement and experiences.

Experience

18 yrs 4 mos
Total Experience
2 yrs 7 mos
Average Tenure
7 yrs 7 mos
Current Experience

Westcx

2 roles

Executive Assistant, WestCX

Promoted

Nov 2024Present · 1 yr 7 mos · Remote

  • Confidential executive support, demonstrating ability to make high-level decisions independently, handling the most complex and sensitive information with appropriate discretion
  • Complex global calendar management across multiple time zones, setting up and running web conference using WebEx, MS Teams, and Zoom
  • Monitor President and CRO’s email, drafting correspondence as requested
  • Create presentations, reports, surveys, and forms
  • Organize and coordinate in person/virtual meetings/events, including calendar coordination, booking meeting/conference rooms, av equipment, web conference solution based on capacity and functionality needed, being in touch with external vendors/guests to coordinate their arrival, badges/security access, and catering
  • Organize complex domestic/international travel planning, including expense management, processing, and approvals using Concur
  • SharePoint admin for multiple sites
  • Personnel on-boarding/off-boarding, and assisting HR schedule candidate interviews
  • PR/PO and other system approvals, keeping an eye out for fraud and compliance
  • Prioritizing requests that require signature and notarization, collaborating with subject matter experts to ensure compliance
  • Triage issues with computers, office equipment, and mobile phones
Web ApplicationsEvent PlanningProject ManagementExpense ManagementComplex Global Travel ArrangementsMicrosoft Office+1

Executive Assistant, TeleVox

Oct 2018Oct 2024 · 6 yrs · Remote

Ca technologies

Senior Administrative Assistant

May 2018Sep 2018 · 4 mos · Boulder, Colorado · On-site

  • Responsible for keeping daily calendar for SVP of Product Marketing & his executive staff
  • Prepare & responsible for all travel arrangements (domestic & international), developing detailed itineraries
  • Responsible for the planning, organizing & execution of monthly All Team Meeting presentations
  • Responsible for the design & purchase of trophies & awards for Product Marketing employees
  • Oversee a wide variety of complex & confidential information
  • Assist the People Team with scheduling candidate interviews for SVP & his executive staff
  • Expense report management for SVP and two executives using Concur
  • Compiling fortnightly Highlights & Headlights to be distributed to the Product Marketing Org
  • Coordination of catering both on & off site for working lunches, team meetings & team offsites
  • Responsible for keeping the kitchen stocked with snacks
  • Coordination of large offsite celebrations & happy hours
  • Setting up & running WebEx Video Conferencing for meetings
  • Extensive record keeping
  • Product Marketing SharePoint site admin, responsible for updating content
  • Coordination of new employee set up at the Boulder office
  • Purchasing of all office supplies, office equipment, computer hardware & software as requested
  • Triage issues with computers, office equipment, & mobile phones
  • Notarization of documents
Expense ManagementTravel ArrangementsEvent PlanningMicrosoft OfficeSharePoint

Windward studios

Executive Assistant To Chief Executive Officer

Nov 2016May 2018 · 1 yr 6 mos · Boulder, Colorado · On-site

  • Executive Assistant to the CEO & Executive Staff
  • First point of contact in person & via telephone
  • Daily calendar for CEO, the Director of Development, & HR
  • Travel arrangements (domestic and international)
  • Responsible for the planning & execution of Monthly Company Meetings, weekly Executive Team Meetings, quarterly Habits meetings, & QBRs
  • Working with existing to-do lists, creation of presentations, meeting materials, and taking minutes / action items for all meetings, updating information & distributing timely
  • Oversee a wide variety of complex & confidential information
  • Assist with collecting signatures for contracts & agreements
  • Expense report management, budget reports in excel, accounts payable, & accounts receivable, working closely with VP of Operations as an accounting clerk
  • Coordination of catering both on & off site for weekly company lunch, Exec Team off sites & lunch meetings
  • Responsible for keeping the kitchen stocked with food & drinks
  • Coordination of large offsite celebrations
  • Setting up and running GoToMeeting Video Conferencing calls for the CEO
  • Extensive record keeping, indexing years of HR files, scanning, & document storage
  • Onboarding new employees, space assignment, access badges, & welcome packages
  • Purchasing of all office supplies, office equipment, computer hardware, software, tchotchkes & morale gifts
  • Triage issues with computers, office equipment, A/V, & HVAC
  • Technical assignments such as project management, graphic design, & helping Marketing with JavaScript code issues
  • Update office layout using Adobe Photoshop or Visio
  • Recruiting Assistant
  • Concierge
Event PlanningTravel ArrangementsExpense ManagementMicrosoft OfficeSharePoint

Zayo group

Executive Assistant to the CTO and President of Network Solutions, CFO, IR and Legal Council

Jun 2016Oct 2016 · 4 mos · Boulder, Colorado

  • Work directly with sales executives and the CTO to target potential customers and setup market visits
  • Responsible for drafting Executive Outreach to CEO's and CTO's for customer and potential customer meetings
  • Responsible for keeping daily calendar with extensive scheduling, coordinating team and client meetings and conference room coordination
  • Prepare and responsible for all travel arrangements (domestic and international) developing detailed itineraries, maintaining and submitting expenses
  • Responsible for the planning, organizing and execution of quarterly Board of Director's Board Books and presentations
  • Responsible for the planning, organizing and execution of three quarterly Committee meeting presentations
  • Responsible for the planning, organizing and execution of Earnings meeting presentations
  • Oversee a wide variety of complex and confidential information
  • Assist Legal Council with contracts, agreements, notarization and Apostille documents
Travel ArrangementsExpense ManagementEvent Planning

Tri-state generation & transmission association, inc.

Administrative Assistant

Oct 2013Apr 2016 · 2 yrs 6 mos · Westminster, Colorado

  • Energization and Close-Outs of Capital Projects in Asset Suite
  • Working with existing spreadsheets while attempting to adopt new technology in order to increase efficiency and accuracy with data
  • Handled critical projects for top executives with high levels of confidentiality
  • Time sheet and expense report management in Asset Suite
  • Budget planning and reports in Hyperion while working closely with Engineering Managers to ensure their Annual Budget spreadsheet data is entered into Hyperion accurately
  • Running and creating bespoke reports in Oracle Business Intelligence Enterprise Edition (OBIEE) and comparing data with General Ledger & Data Warehouse
  • Accounting adjustments and journal entries in Asset Suite for Capital Project Contracts.
  • Catering both on and offsite for large and small meetings
  • Coordination of large offsite Conferences
  • Setting up and running GoToMeeting or WebEx Video Conferencing for meetings
  • Coordinate private and commercial travel for multiple employees across the company
  • Extensive record keeping, indexing years of project files, scanning and document storage off site and in Documentum
  • Creating Documentum database for electronic record storage, creating document types, attaching correct metadata to records and setting permissions
  • Converting old permit documents from Word Perfect to Microsoft Word
  • Creating Transmission Line Property Record Retirement Unit Sheets (PRU’s) from drawings and materials lists
  • Minute taking for Board of Manager Meetings, Safety Meetings, Engineering and Operating committees using Robert’s Rules
  • Creating and formatting Memos and Resolutions, Board PowerPoint presentations, and Board Books in Diligent to be viewed on iPads during the Board of Manager’s meetings
  • Extensive work with Legal to create, edit, format and route for review, approval and signatures all Contracts, Agreements and Legal Correspondence with critical business deadlines
  • Coordination of employee moves
Expense ManagementTravel ArrangementsProject Management

Oracle corporation

Executive Assistant

Aug 2008Sep 2013 · 5 yrs 1 mo · Broomfield, Colorado, United States

  • Executive Assistant to Terry Olkin and Sayan Chakraborty
  • Correspondence, heavy and error free calendaring and web conferences
  • Handled critical projects for top executives with high levels of confidentiality
  • Domestic & international travel arrangements and expense reports
  • New hire hardware and software requests and hardware modifications
  • Coordination of agendas for meetings with customers, partners and internal employees along with catering
  • Triage issues with computers, office equipment, A/V, and Internet connectivity/WIFI
  • Technical assignments such as bug hunts, graphic design, alpha and beta testing
  • Organization and coordination of Oracle World vendor meetings, booth set-up and schedule, as well as demo dry runs
  • Clerical duties including visa applications, legal documents, patent applications, and Statements of Work
  • Organization of Workspaces, files, business cards and address books
  • 24/7 availability based on the time zone of my CTO, SVP and urgency of requests
  • Organization of a “Test Drive a Tesla” event in the Oracle parking lot with two Roadster Sports onsite
Travel ArrangementsExpense ManagementEvent Planning

Bea

Administrative Receptionist - Facilities Coordinator

Jan 2007Jan 2008 · 1 yr · Boulder, CO

  • Administrative receptionist in charge of managing daily office operations & security
  • First point of contact in person and via telephone
  • Handled critical projects for top executives with high levels of confidentiality
  • Coordination of catering, grocery delivery, office supply orders and hardware orders
  • Input of assets using PeopleSoft
  • Maintained office equipment, cappuccino machine, workspace and conference room configuration
  • Prepare weekly time, expense, delivery and travel reports
  • Coordination of building maintenance schedule, fire drills, blood drives and office functions
  • Updated office emergency routes using Visio
  • New employee set up, access badges, employee moves and safe removal of termed employees
  • Standardization of the BEA site to become an Oracle facility after the buyout
Travel ArrangementsExpense ManagementEvent Planning

Education

Udacity

Nanodegree — Front End Web Development

Jan 2016Jan 2017

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Krista Sanchez - CEO | Stackforce