EA / CSM
Core
Manage the client onboarding journey and provide high-level executive support to the founder for a UK property development and training consultancy.
Role type
Customer Success Manager and Executive Assistant
Builds
High-value training programmes and property investment services
Domain
Property development and training consultancy
Deliverable
client delivery
Required skills
client relationship management, administrative process oversight, diary management, inbox triage, meeting preparation, action tracking, travel coordination, personal administration, content coordination, delegation, structured reporting
Preferred skills
experience with GoHighLevel, Monday.com, Slack, UK-aligned remote work environment, high-ticket programme delivery, client coaching operations
Responsibilities
Take ownership of client onboarding and serve as main point of contact on Slack; track client engagement and satisfaction; review client property site submissions for data accuracy; attend coaching calls and follow up on deliverables; provide executive support including diary and inbox management; assist with personal branding and content coordination; delegate routine tasks and report to Operations Manager.
