What You Need to Know When Working with a C-Suite Executive

In this article, we’ll cover the information you need to align with your C-Suite Executive and work seamlessly together.

Building a solid strategic partnership is much easier when you speak the same language as your Executive, understand their daily priorities, and grasp what drives them and the organization as a whole.

We’ll focus on two key areas:

  • Business Language: What is your Executive talking about?
  • Goals and Objectives: What is your Executive working toward?

 

Before we dive in, here’s a quick quote from Seth Godin: “Not adding value is the same as taking it away.”

This quote underscores the importance of Assistants adding value. Now more than ever, it’s crucial to show your Executives and organizations the value you bring.

Business Language

The first topic we’ll address is business language—specifically, what your Executive is talking about. This varies by industry and organization, but Assistants must understand the language spoken in their office and, more importantly, by their Executive.

This understanding is essential for working effectively with a C-Suite Executive.

Let’s explore four key areas to focus on:

  1. Customers
  2. Products
  3. Finances and Profitability
  4. Growth
How Assistants can impress their Executive worksheet

20 Ways to Impress Your Executive

You’ll find many practical tips and tricks to equip you with the skills to manage expectations, effectively communicate, and build strong relationships with your Executive. This resource is perfect for any Assistant looking to unlock their full potential and make a measurable impact on their team.

    Customers: Who Are They, and How Does Your Executive Interact with Them?

    If you work for a board-level Executive, they likely interact with customers frequently, making this a fundamental part of their role. If your role supports departmental heads or team leaders, customer interactions may be less frequent, but it’s still important to understand who your customers are, how your department fits into the customer experience, and how your organization serves them.

    Start by asking:

    • Who are our most important customers, and how do we serve them?
    • Do we have customer personas?
    • What problems do our customers face, and how do we solve them?

    Also, consider:

    • How does your Executive serve the organization’s customers?
    • What objectives does your Executive have that impact customer experience?
    • How do these objectives affect your role?

    Proactively gather this information through research, conversations, and reviewing data such as customer satisfaction metrics or churn rates.

    Products: What Does Your Organization Offer, and How Does Your Executive Interact with Them?

    Understanding your organization’s products or services requires effort. Start by exploring your company’s website to gain an overview. If you’re part of a large organization, focus on your team’s area of the business and expand from there.

    Ask questions like:

    • What products or services do we offer, and how do they solve problems for our customers?
    • How does my Executive engage with these offerings? Are they responsible for building, marketing, or selling them?

    Seek out opportunities to learn, such as attending product training sessions, talking to sales staff, or reviewing demo videos and sales materials.

    Finances: How Does Your Organization Make a Profit, and How Does Your Executive Contribute?

    Understanding how your organization generates revenue and your Executive’s role in profitability is critical. This knowledge will not only make you a more effective partner but will also help you have informed conversations during reviews or discussions about bonuses and raises.

    Resources to explore include:

    • Vision/Mission statements
    • Growth strategies
    • Annual reports
    • Financial summaries

     

    Ask yourself:

    • How does my Executive’s work directly or indirectly impact the bottom line?
    • How does my role support those efforts?

    Growth: What Is the Organization’s Strategy?

    Every organization has a growth strategy. Familiarize yourself with areas like:

    • New markets
    • Product development
    • Mergers or acquisitions

    Metrics like revenue, profits, and customer growth will help you understand the company’s trajectory and how your Executive’s role supports it.

    Goals and Objectives

    Understanding your Executive’s goals and objectives is vital. This starts with understanding the person—what motivates them and drives their work.

    If your Executive has taken assessments like Myers-Briggs or DISC, review the results to learn how to collaborate with them more effectively.

    Once you’ve established this foundation, focus on their objectives. Schedule a one-on-one meeting to align on their goals and priorities. Knowing these will help you prioritize your workload, align your tasks with their objectives, and better support their success.

    For example, if their goal is to increase brand awareness, your objective could involve planning and executing events that support this goal.

    Ask yourself:

    • What tasks will help achieve these goals?
    • What obstacles might arise, and how can they be addressed?
    • How will success be measured?

    By aligning your work with your Executive’s priorities, you’ll become an invaluable partner in achieving organizational success.

    Elevate Your Role

    A deep understanding of business language and your Executive’s objectives will position you as a strategic partner. This involves asking the right questions, proactively seeking answers, and continually adapting to the needs of your Executive and organization.

    Becoming a successful strategic partner requires effort, adaptability, and knowledge. To fast-track your growth, consider enrolling in The Strategic Business Partner Online Course through The EA Campus. This course equips you with the skills and strategies needed to thrive in your role and create a meaningful impact on your organization.

    Take the next step in your career today and unlock your full potential!

    Share this article:

    Facebook
    LinkedIn
    Threads
    X
    Email
    Picture of Nicky Christmas

    Nicky Christmas

    I'm Nicky, the Founder and CEO of The EA Campus. Let’s continue the conversation over in our communities.

    The EA Campus Newsletter

    Join 30,000+ Assistants receiving our carefully crafted weekly newsletter packed with valuable tips, tricks, and insights tailored specifically for Assistants like you.