Executive Support Specialist
The ideal candidate will be a proactive problem-solver who thrives in a fast-paced environment and loves supporting client success. This role involves partnering with our Customer Success Senior Manager at a digital marketing agency specializing in financial advisors.
Key Responsibilities:
* Build and optimize bio pages for new financial advisor clients.
* Coordinate with account managers to ensure seamless client setup.
* Configure calendar linking systems and GHL account setups.
* Facilitate & Manage all client offboarding communications with professionalism.
* Execute drip message campaigns and implement client-requested changes.
* Conduct thorough account audits to identify and resolve messaging errors.
* Handle monthly billing follow-ups and renewal communications.
About the Role:
This is an exciting opportunity to join our team as an Executive Support Specialist. We're looking for a detail-oriented professional who never lets anything slip through the cracks, with excellent communication skills and a passion for organization and process improvement.
Requirements:
* 2+ years of executive assistant or client support experience.
* Proficiency with CRM systems (GHL experience preferred).
* Strong written and verbal communication skills.
* Experience with calendar management and scheduling tools.
* Proven ability to manage multiple priorities simultaneously.
Nice to Have:
* Experience in digital marketing or financial services.
* Familiarity with marketing automation platforms.
* Previous experience supporting customer success teams.