Job Description

• Conduct weekly or bi-weekly one-on-one sessions with assigned clients and their team members (average 20–30 minutes) to review priorities, goals, and updates.
• Maintain consistent daily communication with clients via Slack and email, ensuring timely responses and proactive follow-ups to address their needs.
• Monitor and update each client's dashboard accurately, including quarterly goals, scorecards, and task lists, to ensure accurate and up-to-date information.
• Prepare and send weekly summary reports to clients (approx. 1 hour per week across all clients), highlighting wins, challenges, and next steps.
• Collaborate with clients to align deliverables, timelines, and expectations, ensuring smooth project execution.

• Review updates and deliverables from client-assigned team members (e.g., Employees or Contractors) to ensure timely completion and quality.
• Track issues, missed deadlines, or performance concerns, document them clearly, and escalate to the Founder when necessary.
• Support accountability by reinforcing clear expectations and following up on commitments discussed during client or internal check-ins.

• Maintain up-to-date and organized client documentation, dashboards, and internal records.
• Generate and submit concise weekly reports summarizing client progress, team updates, and outstanding issues.
• Participate in approximately 3 hours per week of collaborative troubleshooting and review sessions with the CEO to discuss key insights and process improvements.
• Refine internal tracking systems and reporting templates to improve efficiency and data accuracy.

• At least five years of experience in Client Relationship Management, Account Management, Operations Management, Team Coordination, and/or People Management.
• At least two years of experience working remotely with clients/companies from the US, UK, CA, and/or AU.
• At least two years of experience supervising or managing a team.
• Exceptional verbal and written English communication skills.
• Proficiency with essential remote tools, including Google Sheets (for KPI tracking), Slack (for async check-ins), Zoom (for weekly calls), and other collaborative platforms.
• Capacity to manage up to 25–30 client employees' check-ins per week while maintaining accuracy, efficiency, and a high standard of communication.
• Exceptional organizational skills with a sharp attention to detail, able to manage multiple client dashboards and moving parts.
• Clear, confident communicator across written updates, video calls, and async tools, able to summarize performance and escalate issues with clarity.
• Self-directed and proactive, with strong critical thinking skills and the ability to work independently without the need for constant oversight.
• Comfortable working across multiple businesses or industries, quickly adapting to different workflows, team structures, and performance metrics.
• A knack for identifying process inefficiencies and suggesting improvements to help streamline client reporting or check-in systems.

• Minimum 80 Mbps Internet Speed
• Windows 11 or MacOS 15 Sequoia
• Minimum Intel i5 8th gen with 8GB of RAM or Apple M1 chip with 8GB of RAM
• Webcam and Headset
• Designated Office Space in your home

• Comfort using Loom, Notion, or similar tools for async updates, SOP creation, and team documentation.
• Prior experience in EOS/Traction, OKR, or similar goal-tracking frameworks.
• Familiarity with client services or agency environments, managing multiple stakeholders and employees.

• We're looking for someone who:
• Takes initiative, anticipates needs, and moves things forward without needing to be micromanaged.
• Reads between the lines, senses when support is needed, and navigates conversations with care and professionalism.
• Is invested in helping others succeed, bringing a positive, grounded presence that helps employees feel accountable, seen, and encouraged.