Job Description

Location: Hybrid - primarily remote with weekly in-person meetings in Decatur, GA 30030

Compensation: $25-$30 per hour

About Our Client: Our client, an EOS implementer, is a growing company dedicated to helping business owners and their leadership teams achieve their vision and run their businesses effectively through a proven operating system.

Position Summary: The company is seeking a highly organized, detail-oriented, and proactive Part-time Client Success & Operations Coordinator to provide essential support to our lead consultant as the client base expands. This role is ideal for someone with a strong operational focus who excels at identifying and implementing workflow improvements and enhancing the client experience. The ideal candidate will serve as a strategic thought partner and integral team member, adept at managing processes, facilitating client communication, handling scheduling, and coordinating events.

Key Responsibilities:

• Client Management (40%):
• Ensure client success and happiness.
• Provide tactical customer service to all clients and external stakeholders.
• Automate the client process.
• Manage the sales funnel, including booking prospect meetings and new consulting sessions to meet monthly sales goals.
• Maintain internal and external client information and records.
• Coordinate meetings.
• Prepare for consulting sessions (e.g., printing custom folders, icebreaker ideas).
• Administrative (30%):
• Oversee various administrative tasks, including travel arrangements, reporting, meeting preparation, and event planning.
• Manage sensitive and complex calendars, resolve conflicting demands, and coordinate meeting logistics.
• Purchase gifts and supplies.
• Manage internal and external communication in a timely and efficient manner (email and phone).
• Balance shifting priorities and deadlines.
• Anticipate the lead consultant's needs.
• Assist with project presentations.
• Manage events (invitations, enlisting venues and caterers) and event attendance, including potential on-site registration assistance.
• Sales and Marketing Support:
• Handle follow-ups with prospects in a timely manner and alert the lead consultant when responsiveness is needed.
• Maintain CRM.
• Contribute to marketing efforts such as website maintenance and social media posts (e.g., Instagram, LinkedIn).
• Potentially automate proposal processes.

Required Skills and Experience:

• Operationally focused with a proactive approach to finding better ways to do things.
• Highly process and detail-oriented.
• Tech-savvy; able to work with HubSpot, CRM, and Apple environment.
• Responsive and takes ownership of issues/opportunities.
• Solution-oriented/creative problem-solving skills, including willingness to use AI for efficiency.
• Professional representation of the lead consultant and the company.
• Ability to work independently and manage flexible hours.
• Capacity to add on hours as the role grows.