CLIENT EXPERIENCE ASSISTANT
SUMMARY
This position’s primary focus is to create an organized and supportive environment for the business and to serve as the main client success liaison. The role is also an administrative for the company owner as she streamlines and scales her business. We anticipate this role being 30-40 hours per month.
No DM's please.
POSITION OVERVIEW
This role is a remote position that reports directly to the Integrator while working with other team members as we continue to grow.
YOU’RE PERFECT FOR THIS OPPORTUNITY IF YOU ARE….
● A quick starter who can organize the unorganized.
● In love with checklists and are comfortable with project management tools like Asana.
● Empowered when given responsibility and run with it.
● Detail-oriented and you have a keen eye for it.
● Super efficient and know how to get things done!
● A learner at heart and professional development has become innate.
● Proactive + organized.
● A great human with a big heart and strong values.
DUTIES & RESPONSIBILITIES
Include the following, but not limited to:
● Serving as the go to person for all things customer and community support including general inquiries, product and program support, and billing inquiries.
● Manages the client success inbox daily with a 24 hour response time to all inquiries.
● Creates and establishes SOPs and provides overall support creating the company’s digital infrastructure.
● Embraces the project management system and ensures that it stays tidy.
● Supports the establishment of the new customer support ticketing system.
● Takes on other delegated tasks if needed.
SKILLS & ABILITIES
The ideal individual possesses the following strengths and skills:
● Resourceful and reflective for problem solving; you are comfortable making decisions with the appropriate training
● Self-starter and assertive
● Reporting and research skills
● Excellent communication and collaboration skills
● Highly organized and able to anticipate calendar needs well beyond this week
● Coachable, receive feedback with ease
● Trustworthy with confidential information
● Coordinate multiple efforts, simultaneously
● Excels in client relationships and confidentiality
● Works well with other people and can build rapport quickly
● Previous experience working in education is a huge plus
REQUIREMENTS
●Proven inbox management experience including specific experience working in a customer success capacity (specifically writing friendly and professional emails, matching brand voice, and creating a personalized client experience).
● Previous experience as a Virtual Assistant or relevant role including experience working in online learning and as part of a launch team.
● Ability to manage multiple projects at the same time in an environment with changing priorities.
● Consistent daytime availability Mon-Friday during EST business hours
● Aligns with values of social justice advocacy, diversity, inclusivity, and amplification of all voices.
ABOUT SEEMI AND TRILLIUM MONTESSORI
Seemi is a former AMS certified Montessori Guide. She established and ran the Trillium Montessori school from 2009-2018. Since then she has been passionate about creating new resources at
https://www.trilliummontessori.org/ and supporting teachers, educators, parents and entrepreneurs in their learning journeys.