About Us: Our Consulting Firm is dedicated to delivering exceptional products/services to our clients. We pride ourselves on our commitment to customer satisfaction and operational excellence.
Job Overview: We are seeking a motivated and detail-oriented Hybrid Client Success and Administration Specialist to join our team. This role combines client relationship management with administrative support to ensure a seamless experience for our clients while optimizing internal processes. Key tasks are business development email outreach and scheduling/calendaring for CEO of firm.
Key Responsibilities:
Client Success/Business Development:
- Send business development emails to investors and executives on behalf of CEO and schedule meetings.
- Ability to work with CRM and various databases to track business development outreach with CEO.
- Monitor client onboarding processes and ensure smooth transitions.
- Build relationships with executive administration staff for several investors to aid in the smooth scheduling of meetings and events.
- Track business development success metrics and prepare reports for management.
Administrative Support:
- Assist with scheduling meetings, managing calendars, and organizing travel arrangements.
- Maintain and update client databases and internal documentation.
- Support the team with project coordination and administrative tasks as needed.
- Help develop and streamline processes to improve efficiency across departments.
- Assist in preparing presentations and reports for internal and external meetings.
- Liaise with marketing team on events, outreach for new business and other relevant marketing related items.
Qualifications:
- Bachelor's degree in Business Administration, Communications, or a related field.
- Solid experience in client success, account management, or administrative roles.
- Strong communication and interpersonal skills.
- Proficiency in CRM software and Microsoft Office Suite.
- Ability to multitask and prioritize effectively in a fast-paced environment.
- Detail-oriented with strong organizational skills.
Role is part time and contract—potential for longer term opportunities
Location: Remote
Job Type: Part-Time