Executive Assistant to the CEO & CFO

About CAI

CAI Software builds digital work execution platforms and software solutions that help manufacturing businessesoperatewith greater clarity and control. Our people bring structure to complexity by replacing fragmented paper-based processes with connected digital workflows that improve visibility compliance and decision-making in real industrial environments. With 45 years of experience and a presence across 10 countries CAI combines deep industry understanding with practical technology. Our team consists of 800 employees worldwide who work across 15 core industries and support 5000 customers guided by sound judgment long-term thinking and outcomes that endure.

CAI Business Units and the Markets We Serve

CAI Software is organized into three business units Graphic Communications Process Manufacturing and Discrete Manufacturing aligned to the markets we serve with a Corporate Shared Services model supporting each of the 3 business units. This structure allows our teams to stay close to customer needs whileoperatingwith the scale and support of a global software company.

This role sitsintheOffice of the CEOand CFO supporting the senior-most leaders of CAI Software across all three business unitsand works closelywith the Companys private equity sponsors.

About the Role

CAI Software isseekinga highly organized proactive and discreet Executive Assistant to serve as a trusted partner to the Chief Executive Officer and Chief Financial Officer. This role is the operational anchor for the Office of the CEO and is fundamental to how senior leadership executes againstan aggressivegrowth M&A and value-creation agenda.

This is a high-visibilitypositionand the successful candidate will inherit established relationships with the Board sponsor partners and senior leadership and will be expected tomaintain and elevate the standard of excellence confidentiality and responsiveness those stakeholders rely on. The ideal candidate brings prior experience supporting C-level executives in a private equity-backed financial or fast-paced enterprise software environment andoperateswitha high levelof professionalism discretion and anticipatory judgment.

What Youll Do

• Serve as a trusted right hand to the CEO and CFOanticipatingneeds removing friction and protecting executive time and focus.

• Manage complex ever-changing CEO and CFO calendars across multiple time zones; resolve conflicts with sound judgment on priority and trade-offs.

• Schedule and coordinate internal and external meetings including leadership team customer partner sponsor and board-level interactions; prepare agendas pre-reads andlogisticsso each meeting starts on time and ends with clear outcomes.

• Act as gatekeeper for incoming communications requestsdocument signingand meeting invitations; triage and align with quarterly priorities and value-creation initiatives.

• Prepare format andproofhigh-quality reports presentations and briefing materials for internal leadership board sponsor and external audiences.

• Coordinate end-to-endlogisticsfor Board of Directors and sponsor (PE owner) meetings scheduling materials assembly distribution dinners and follow-up correspondence.

• Partner with the CFO and Finance team on board books quarterly reporting packages and committee materials;maintainboard portal and secure data-room organization (e.g. DiligentBoardVantage SharePoint).

• Support the CFO with the rhythm of the financial calendar month-end and quarter-end close audit budget lender reporting tax and insurance timelines; coordinate scheduling and document flow with auditors lenders tax advisors and brokers.

• Support a high-tempo M&A and integration agenda by coordinating diligence calls management presentations site visits and signing/closinglogistics; helpmaintainconfidential project trackers NDAs and data-room access lists in partnership with Legal and Finance.

• Plan and manage detailed domestic and international travel for the CEO and CFO including flights ground transportation accommodations visas and resilient backup plans for disruptions; reconcile expenses promptly and accurately.

• Plan and execute corporate events leadership offsites sponsor visits customer dinners town halls and team meetings; manage venue selection vendors contracts and budget tracking aligned to CAI brand and includes supporting meetingsinthe Salt Lake City office.

• Track action items decisions and follow-ups across executive forums and ensuretimelyclosure with accountable owners.

• Support general office administration in the executive suite;maintainorganized filing systems contract repositories and executive records both physical and digital.

• Handle highly confidential information including M&A activity financial results compensation board materials and personnel matters with the highest level of discretion.
• Limited travel domestically may be required to support board meetings leadership offsites and corporate events.

What Were Looking For

• Demonstrated ability toanticipateCEO and CFO needs and proactively address.

• Demonstrated flexibility and responsiveness with the ability to provide reliable support across varying time zones and during urgent situations. Must be comfortable handling last-minute travel changes including after-hourscoordination related to international travel disruptions and be consistently accessible when critical issues arise.

• Bachelors degreerequired(Liberal Arts Business Communications Finance or related field).

• 37 years of experience as an Executive Assistant or in a similar senior administrative role supporting C-level executives.

• Experience supporting C-suite executives in the enterprise software technology or other fast-paced industry strongly preferred.

• Prior experience in a private equity-backed sponsor-owned orfinancially-drivenenvironment (e.g. supporting board investor or M&A activity) preferred.

• Advanced calendar time and inbox management across multiple stakeholders and time zones.

• Strong meeting travel and event planning experience including international and high-stakeslogistics.

• Excellent written and verbal communication; ability to draft executive-level correspondence and edit board-ready materials.

• Advancedproficiencywith Microsoft 365 (Outlook Teams Word Excel PowerPoint SharePoint) and core business tools (Zoom Concur or similar expense systemsDocuSignor similar e-signature platforms).

• Operates with the highest level of discretion integrity and professionalism;demonstratedtrack recordhandling confidential information.

• Anticipates executive needs and works independently with limited supervision.

• Strong senseof urgency and ownership; able to manage competing shifting priorities under pressure.

• Calm polished executive presence; comfortable interacting with directors investors customers and senior leaders.

• Adaptability and resilience in a fast-paced evolving growth-stage environment.
• Ability to travel domestically on a limited basis to support board meetings leadership offsites and corporate events.

Preferred Qualifications

• Experience coordinating cross-functional or global teams and integration activity following acquisitions.

• Notary public commission (or willingness to obtain) helpful for corporate signinglogistics.

Why Join Us

Youllhave the opportunity to support some of the most critical leadership initiatives in our companys history. This is a highly visible role working directly with the CEO CFO Board of Directors and our private equity sponsor to shape the future operating model of clarity discipline and execution focus to a fast-paced executive environment while gaining exposure across every function of the business.

Required Experience:

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