Client Success & Operations Manager en Everything Bagel

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Everything Bagel is a Growth Partner focused on understanding audience behaviors and identifying the tools needed to access and maintain them. We are not a traditional agency but a team dedicated to growing alongside our clients by delivering deep insights and strategic execution. This role is embedded in our client success and operations functions, where we drive seamless collaboration and deliver exceptional service through the use of modern project management and communication platforms.

Fuente oficial: getonbrd.com.

Key Responsibilities

Client Success Management

Act as the primary liaison for client communication to the team via email, Slack, and meetings, ensuring prompt, clear, and professional interactions.
Attend designated meetings and document and organize key takeaways, internal action items, and follow-ups.
Lead new client onboarding processes across all teams and platforms (Asana, Air, Slack, Google Workspace), ensuring smooth and thorough transitions.
Maintain client onboarding materials and ensure completion of all necessary intake information.
Oversee client request delegation and resolution by coordinating with internal departments and ensuring alignment with client expectations.
Support interteam relationship growth through feedback loops, referral initiatives, and satisfaction reporting.

Project & Workflow Management

Create, maintain, and optimize project workflows using Asana, Air, Slack, and Google Suite.
Lead system and file organization efforts to ensure accessible, up-to-date resources for both internal teams and clients.
Review client project boards regularly for status updates, approvals, and creative asset feedback.
Monitor timelines and deliverables, ensuring deadlines are met and issues proactively addressed.
Oversee creative ideation processes monthly for ads, videos, email/SMS, and UX/UI web design.

Operations & Administrative Management

Manage and coordinate calendars, meetings, and schedules for internal and client-facing sessions.
Lead weekly all-team meetings, prepare agendas, document decisions, and follow up on outstanding items.
Prepare and distribute weekly and monthly internal and client-facing reports.
Support ad hoc projects and operational requests from leadership and cross-functional teams.

Documentation & Presentation

Draft, edit, and organize key documents and internal communications.
Develop professional presentations using Google Slides to communicate strategies, performance metrics, and project updates.

Qualifications

3+ years of experience in team operations or project management roles.
Proficiency in project management tools including Asana, Air, Google Workspace, and Slack.
Excellent written and verbal communication skills.
Strong organizational and time-management abilities with acute attention to detail.
Experience coordinating cross-functional teams and managing multiple priorities simultaneously.
High emotional intelligence and a customer-first mindset.
Ability to thrive in a fast-paced, creative, and collaborative environment.

Preferred Skills

Experience working in a digital, marketing, or creative agency environment.
Familiarity with UX/UI principles, email marketing, and video production processes.
Comfortable with data reporting and analytics platforms.

What We Offer

At Everything Bagel, we believe in valuing our team members and offer:

A fully remote and collaborative work environment where creativity thrives.
Opportunities for professional growth within a dynamic and ambitious team.
Competitive salary that reflects the expertise and value you bring.

Join us on this exciting journey and help us grow into new horizons!

GETONBRD Job ID: 55070

Trabajo 100% remoto El cargo puede ser desempeñado desde cualquier lugar del mundo.

Horario flexible Entrada y salida flexibles, libertad para realizar trámites personales o familiares.

Computadora Everything Bagel proporciona una computadora para tu trabajo.

Vestimenta informal Everything Bagel no exige ningún código de vestimenta.

Vacaciones extra Everything Bagel otorga vacaciones pagadas adicionales al mínimo legal.

Política de trabajo remoto

Totalmente remoto

El trabajo es 100% remoto desde cualquier país.