• Manage bid solicitation process: distribute bid packages to subcontractors, track receipt confirmation, follow up with non-responders, and maintain bid log
• Prepare and maintain bid leveling comparison worksheets for principal review
• Track purchase orders for active projects; log invoices, verify against POs, flag discrepancies, and prepare payment runs for approval
• Handle routine vendor and subcontractor communication (status follow-ups, document requests, scheduling)
• Organize and maintain project document libraries (plans, permits, contracts, RFIs, submittals, correspondence)
• Support general project admin as directed by the principal
• Passos Construction Partners (PCP) — Commercial GC/CM
• Build and continuously update master commercial prospect and referral database across target segments (architects, civil/structural engineers, commercial developers, real estate investors, commercial real estate brokers, property managers, medical, professional, franchise, retail, and nonprofit owners)
• Enter, update, and maintain all contacts in the system; ensure data is current and properly tagged
• Execute LinkedIn outreach sequences using principal-approved templates; draft personalized connection messages and follow-ups
• Support email outreach campaigns: personalize and send messages, track opens/responses, log results
• Maintain Business Development (BD) activity tracker: update status, log activities, flag contacts needing principal attention
• Monitor commercial permit filings and development activity in the South Metro Atlanta target market; summarize weekly findings
• Prepare capability statements, introduction packages, and other BD documents for formatting and distribution
• Right Steps Advisory (RSA) — Business Consulting
• Register and maintain professional profiles on all target expert networks
• Submit applications to consulting marketplaces
• Maintain RSA BD channel tracker; update status of all active and dormant channels
• Conduct targeted research and build contact lists for PE firms with packaging and CPG supplier portfolios, M&A advisors, investment bankers, mid-market accounting firm operations contacts, and podcast/speaking targets
• Manage LinkedIn publishing calendar; format and schedule approved posts weekly
• Format and distribute email newsletter issues once drafted by principal
• Research and compile podcast pitch lists with contact information and submission requirements
• Cross-Entity Administrative Support
• Manage principal's calendar: schedule meetings, send invites, prepare agendas, and send reminders
• Draft emails and correspondence for principal review and approval
• Organize and maintain shared file systems
• Conduct general research tasks as assigned
• Prepare weekly status summary reports across all three businesses
— Sarah J.
·
Marketing Manager
★★★★★
Verified
