IMPACT

Project Manager

• Run the full ClickUp campaign workflow per account, from planning to strategy to client approval to launch.
• Confirm receipt of campaign details and assets at kickoff; identify gaps before they become launch delays
• Own the internal review checkpoint — assets do not go to clients until they are cleared by you
• Support during recurring client calls; update the agenda, capture decisions, schedule next steps
• Manage the approval cycle: submit design direction, surface revisions, get sign-off, route final proof, confirm launch
• Set and re-set client expectations when timelines slip — early, in writing, with the new plan attached
• Groom the sprint to protect billable hours; account for each team member's typical unplanned load when planning capacity
• Flag capacity risk before it becomes a missed deadline or a burnout signal
• Surface friction patterns (scope creep, late assets, ambiguous briefs) and design the process change that fixes them
• Maintain and extend templates: new client setup, conference backlogs, campaign details forms, design feedback checklists
• Own ClickUp workflow integrity — stage-triggered automations, accurate status, no orphan tasks
• Document the client communication model so it's transferable, not stored in your head
• Run Swell huddles; contribute to the Agency Services All-Hands
• Onboard new team members (employees and freelancers)
• Partner with the Ads Team Lead on team-level decisions; partner with the Director of Agency Services on cross-team operations (Web, HubSpot, and Coaching teams)

Senior Project Manager – Client Operations Lead, Paid Ads

Executive Assistant

• Manages complex schedules and coordinates meetings with internal and external parties, utilizing multiple calendars, and anticipating problems and conflicts in advance.
• Manages and filters client communication, follows up on action items, and provides post-meeting notes.
• Monitors client scopes and deliverables to ensure projects stay on time, on budget, and aligned with expectations.
• Proactively calls out red flags to the team about clients at risk or projects being off track.
• Monitors a team's workload and capacity and makes recommendations to adjust as needed.
• Create and manage client profitability reports and send notes to team members.