Admin

This is a full-time remote role for a Client Success & Operations Executive (Admin).

This role is responsible for managing the day-to-day flow of client communication, lead coordination, and internal operations. You will act as the central point of coordination between clients and the team, ensuring that no tasks, follow-ups, or conversations fall through the cracks.

Key responsibilities include:

• Managing inbound leads and coordinating client communication
• Conducting initial client calls focused on structured data collection
• Maintaining daily task tracking (status, ownership, deadlines)
• Ensuring consistent follow-ups across clients, payments, and internal team
• Scheduling and coordinating meetings efficiently
• Maintaining organized documentation (client data, invoices, project details)
• Sending daily updates (morning plan + end-of-day report)
  

• Lead first calls using a structured questionnaire to gather client insights
• Understand client goals, positioning, and current strategy
• Ensure every call ends with a clear next step or scheduled follow-up
• Handle reschedules and cancellations professionally while maintaining trust
  

• Strong communication skills (spoken and written)
• High attention to detail and strong organizational ability
• Comfortable handling calls and client interactions
• Ability to manage multiple tasks and follow-ups simultaneously
• Proactive mindsetyou dont wait to be told what to do
• Familiarity with Google Sheets, Notion, or similar tools is a plus