Executive & Client Success Assistant

We are looking for an Executive & Client Success Assistant, full-time for around 40 hours per week, to join our fully remote team.🚀 About Us

We are a consulting business that helps digital marketing agency owners and founders scale their business while cutting their time in the operations of their business in half.

Mission forExecutive & Client Success Assistant

To make sure our clients reach their goals and have a top-notch experience in our consulting program by keeping them engaged, supported, and on track while freeing up time for our Head Coach to focus on high-impact activities.

⭐️ Main Success-KPI:

• Every client communicates at least once per week an in depth update
• Every client finishes at least one big action step or module every week
• Making sure Head Coach can focus on needle moving tasks to achieve departmental goals and objectives.
• Percentage of clients hitting their revenue goals this month.

Responsibilities 📋Client Onboarding & Engagement

• Send personalized welcome gifts to new clients.
• Manage game plan duplication for continued clients.

Client Communication & Support

• Ensure clients receive weekly check-ins and necessary reminders to complete their action items.
• Monitor client activity and follow up on action items, holding them accountable.
• Support clients in executing their monthly plans, escalating as needed.
• Ensure messages on Slack are seen and responded to.
• Track participation and engagement on client calls.
• Review AI summary and stay up to date on action items for clients from all types of client calls so you can hold them accountable and adapt the weekly checkin message accordingly

Milestone Calls & Accountability

• Ensure documents are filled out before upcoming milestone calls by client.
• Review client KPI trackers before calls and share insights with the team.
• Ensure clients send an update to prepare for weekly check-ins call.
• Ensure clients send a weekly update even if they don’t have a weekly call.
• Follow up on testimonials and client feedback.

Administrative & Email Management

• Maintain a clean and organized inbox for the Head Coach (unsubscribe, delete, filter, forward as agreed on and needed).
• Follow up with paused clients via Head Coaches email and messages.
• Document key client interactions and updates.
• Engage with client content on LinkedIn by liking and commenting.

Offboarding & Internal Tracking

• Offboard past clients from Slack and internal systems.
• Maintain accurate client data and feedback in internal trackers.
• Collaborate with the team to track and report client results.

Improve Program and Client Documentation

• Support the Headcoach with administrative tasks to ensure the client journey and program materials are well documented and clients get a premium experience.
• Consistently research and learn new agency topics to stay on top of the game and be able to support clients long-term.

Consistently Improve asExecutive & Client Success Assistant

• Continuously learn and master our regularly updated program materials to effectively teach clients in the long run.
• Learn and know our materials in and out to be able to send clients what they need.
• Consistent Improvement is a company value make sure you keep up the drive to consistently develop yourself in the role with the support of your Head Coach.
• Attend Team Calls and be a proactive part of the Client Success Department.

Competencies 📈

• High Standards: You expect both personal and client performance to be excellent, without settling for anything less than the best.

• Empathy: Being able to adjust your communication style based on what’s best for the client to effectively lead them and hold them accountable

• Efficiency: You are able to produce significant output with minimal wasted effort.

• Excellent Organization and Planning Skills: You plan, organize and schedule in an efficient, productive manner. You also focus on key priorities and don’t get distracted.

• Structure: You love to keep track of chaos, stay calm and quickly manage to bring order to chaos.

• Massive Action: You move quickly and express strong opinions without being too harsh.

• Reliable: You live up to verbal and written agreements, regardless of personal cost.

• Intelligence: You learn quickly. You quickly and proficiently understand and absorb new information.

• Attention to detail: You don’t let important details slip through the cracks.

• Persistence: You don't accept “no” and you don't allow yourself to be put down, you persist in asking until you get what the client needs to succeed.

• Proactivity / Ownership: You act without being told what to do. You bring new ideas to the company. You act proactively and ensure that future problems are prevented in advance - not when it is too late.

• Calm under pressure: You maintain stable performance when under heavy pressure or stress.

• No Ego: No task is beneath you. Dive in, especially when addressing seemingly minor tasks.

🤝 This will be for you if…

• You have relevant experience in client success, account management or coaching support roles.
• You have experience using Google Suite (Sheets, Docs, Email), Slack, Notion and Clickup.
• You have excellent written and verbal communication skills in english for client check-ins, reminders, and follow-ups.
• You have familiarity with email management (organizing inboxes, filtering important messages).
• You are highly proactive and detail-oriented, able to anticipate client needs and follow up without being asked.
• You are numbers driven and good at looking at data and tracking sheets.
• You consider yourself a High-Performance individual. Your routines and daily habits show that.
• Personal development, learning & growth are essential to you. They are part of what you do every day.
• You are excited about being part of a company and team where growing in your professional skills as well as personal areas.

• You live in line with our Values:

• 1. High Standards 💎
• 2. Extreme Ownership 🔱
• 3. Massive Action ⚡️
• 4. Constant Improvement 📈

💪🏼 Why join us

• Fully remote
• Young, A-Player Team and Founder
• Efficient async communication
• Flexibility in work hours
• Continuous skill and career development Budget
• Team retreats
• Many more benefits

Just apply by filling out the short form on the next page so we can get to know you better!