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Role Description
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)
Call Handling & Lead Management
- 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
Qualifications
- 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 mindset—you don’t wait to be told what to do
- Familiarity with Google Sheets, Notion, or similar tools is a plus
Click on Apply to know more.