Job Description
We are seeking a highly skilled and detail-oriented professional to join our team as an Executive Assistant. This role requires exceptional communication skills, technical expertise, and the ability to multitask in a fast-paced environment.
Key Responsibilities:
* Client Onboarding Excellence: Build and optimize bio pages for new clients, coordinate with account managers to ensure seamless client setup, configure calendar linking systems and GHL account setups, and ensure every new client has a flawless onboarding experience.
* Client Relationship Management: Facilitate and 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, and handle monthly billing follow-ups and renewal communications.
* Meeting Support & Documentation: Attend weekly client meetings as the CSM's right hand, take detailed meeting notes and create actionable task lists, collaborate with account managers to ensure all client requests are tracked and completed, and maintain organized records of all client interactions and outcomes.
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
Preferred Qualifications:
* Experience in digital marketing or financial services
* Familiarity with marketing automation platforms
* Previous experience supporting customer success teams
About Us
We value candidates who possess strong problem-solving skills, attention to detail, and a proactive approach to their work. If you thrive in a fast-paced environment and have excellent communication skills, we encourage you to apply.
As an Executive Assistant, you will play a vital role in ensuring seamless client experiences and driving business growth. Your expertise will be essential in building and maintaining strong relationships with our clients.