Job Description:
We are seeking an experienced Executive Assistant to partner with our Customer Success Senior Manager in a fast-paced digital marketing agency. The ideal candidate will be a proactive problem-solver who anticipates needs before they arise and is excellent at communicating professionally with high-value clients.
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
* Ensure every new client has a flawless onboarding experience
Client Relationship Management:
* 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
Meeting Support & Documentation:
* Attend weekly client meetings as the CSM's right hand
* Taking detailed meeting notes and creating actionable task lists
* Collaborating with account managers to ensure all client requests are tracked and completed
* Maintaining 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
Nice to Haves:
* Experience in digital marketing or financial services
* Familiarity with marketing automation platforms
* Previous experience supporting customer success teams
About the Role:
This role offers the opportunity to work with a dynamic team, develop your skills, and contribute to the success of our clients.