Trivium Group

Customer Success Manager

• Own the full-funnel marketing strategy for each client: lead generation ads, retargeting, CRM automation, and follow-up sequences
• Set creative direction — determine what video and image assets should communicate, which angles to test, and what messaging to prioritize
• Review campaign performance data across paid advertising and SEO, identify what is working and what is not, and adjust the plan accordingly
• Translate marketing analytics into clear, actionable insights that business owners can understand without jargon
• Hand off tactical execution to the fulfillment team while maintaining strategic oversight of all deliverables
• Serve as the primary point of contact for a portfolio of approximately 30 client accounts
• Lead weekly or biweekly strategy calls with clients — own the conversation, set the frame, present results clearly, and recommend next steps
• Keep clients updated proactively via calls, text, and personalized reporting — do not wait for them to reach out
• Build genuine trust and rapport with business owners through direct, peer-level communication
• Proactively address concerns before they escalate and hold the relationship together when results fluctuate
• Own client satisfaction, retention, and long-term account health
• Identify upsell and expansion opportunities based on client goals and performance trends
• Collect testimonials, referrals, and reviews through strong relationship management
• Coordinate with the fulfillment team to ensure deliverables are completed on time and meet quality standards

Client Strategist / Client Success Manager

• You will own the full client lifecycle from onboarding to ongoing account management, act as the primary point of contact for a growing portfolio of clients, and work hand-in-hand with the media buying team to ensure results, retention, and an exceptional client experience.
• This role reports directly to the founder and is designed to take all client-facing responsibilities off leadership's plate so the company can continue to scale. The right person will have a clear growth path into a Director-level leadership position as the team expands.

Client Success Manager

Operations

• Own the tech stack. Ensure our project management software, CRM, and communication tools are integrated and used properly.
• Build the "Knowledge Base." Oversee the creation and maintenance of the vault containing all company SOPs, scripts, and workflows.
• Conduct weekly 1:1s with department heads to track progress against quarterly rocks.
• Hold the team accountable to the standard. You are the "Keeper of the Bar."
• Act as the central hub for major company initiatives (e.g., event launches, geographic expansion).
• Ensure projects stay on budget and on schedule, identifying and removing blockers before they stall progress.
• Review departmental spending and budgets with the CEO.
• Analyze operational data to identify trends in client churn, sales efficiency, and delivery capacity.
• Own the cadence: Daily Huddles, Weekly Lead-Team Meetings, and Quarterly Offsites.
• Ensure communication is crisp, meetings are productive, and action items are captured.

Senior Operations Manager

Account Executive

• **The Role**
• Run full-cycle sales: inbound demos + targeted outbound to local niches (home services, med spas, dental, legal, contractors, etc.).
• Lead discovery to uncover pain, budget, timeline, and decision makers; craft ROI-backed proposals.
• Confidently present and tailor solutions across SEO, Google Ads, Meta Ads, SMM, websites, citations, and Search Atlas.
• Handle objections, negotiate terms, and close—solo or alongside a sales engineer/strategist when needed.
• Own your calendar: set follow-ups, manage multi-threaded deals, and keep momentum to signature.
• Maintain a clean, accurate pipeline in the CRM; forecast weekly and track conversion metrics.
• Collaborate with Marketing/Delivery to align promises with playbooks, case studies, and onboarding.
• Provide market feedback on offers, pricing, and positioning to improve close rates.

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• System Integrity: Ensuring every department (Sales, Marketing, Success, Admin) has a clear, documented, and automated operating system.
• Strategic Execution: Turning high-level visionary goals into project plans with clear owners, timelines, and milestones.
• Performance Management: Ensuring the team hits their KPIs and that the company stays on its "rhythm" (Daily/Weekly/Quarterly).
• Operational Leverage: Finding ways to increase output and revenue without a linear increase in headcount or effort.
• Infrastructure & Systems Architecture: Own the tech stack. Ensure our project management software, CRM, and communication tools are integrated and used properly.
• Departmental Performance & Accountability: Conduct weekly 1:1s with department heads to track progress against quarterly rocks.
• Project Management & Delivery: Act as the central hub for major company initiatives (e.g., event launches, geographic expansion).
• Financial & P&L Oversight: Review departmental spending and budgets with the CEO.
• Operating Rhythm: Own the cadence: Daily Huddles, Weekly Lead-Team Meetings, and Quarterly Offsites.

Director of Operations

Administrative Assistant

• Own and manage the Founder’s calendar, schedule, priorities, and routines
• Create and enforce a structured daily and weekly schedule
• Ensure meetings are prepared for in advance (agenda, notes, assets ready)
• Take meeting notes and ensure follow-ups, tasks, and CRM updates are completed
• Actively tell the Founder what needs to be done—not ask
• Liaise with department heads to track progress and ensure deliverables are met
• Collect reports and KPIs
• Consolidate reporting so the Founder receives clear, concise summaries
• Track onboarding, training, and readiness of new hires (e.g., sales closers)
• Ensure documentation, SOPs, and processes are maintained and followed
• Identify inefficiencies and propose solutions proactively
• Own execution of ongoing and new projects
• Ensure no project stalls due to lack of follow-up
• Coordinate across teams using tools like Slack, Google Workspace, Asana / Monday.com, HubSpot (or similar CRM)
• Track deadlines, priorities, and dependencies
• Manage personal logistics for the Founder and spouse (appointments, travel planning, errands, household needs)
• Coordinate home maintenance, vendors, groceries, and household orders
• Ensure family commitments (kids’ schedules, events, pickups) are handled
• Remove personal distractions from the Founder’s plate
• Schedule and organize networking activities, authority-building initiatives, social media and brand activities
• Ensure assets, time blocks, and follow-through are in place
• Keep the Founder focused and accountable to long-term growth initiatives

Senior Administrative Assistant

Executive Assistant

• Own and optimize the founder’s calendar and priorities
• Anticipate needs and prepare proactively
• Ensure all meetings, logistics, and preparation are handled
• Manage communications and follow-through
• Track projects and deliverables across teams (light project management)
• Pull performance metrics and support operational visibility
• Coordinate across internal stakeholders and contractors
• Execute quickly on priorities communicated throughout the day
• Plan and manage international travel end-to-end
• Coordinate flights, accommodations, and schedules
• Support in-person logistics across locations
• Flexibility to travel with or support the founder as needed
• Manage expenses, documentation, and bookings
• Coordinate vendors and operational needs
• Maintain systems, organization, and structure
• Ensure nothing falls through the cracks
• Leverage AI tools to improve efficiency, workflows, and execution
• Help implement systems that scale founder productivity

Senior Executive Assistant

• Schedule meetings and manage calendars for team members, ensuring seamless coordination.
• Organize travel arrangements, including flight bookings, hotel stays, and itineraries.
• Handle correspondence, including emails and phone calls, filtering communications efficiently.
• Manage office supplies and inventory, keeping everything stocked and organized.
• Assist with special projects and events, bringing creativity and enthusiasm to all tasks.

Personal Assistant – HNWI

• Coordinate household operations including cleaning staff, meal prep services, and vendors
• Ensure smooth daily home logistics for executive and partner
• Manage errands, personal requests, and day-to-day coordination
• Oversee pet-related scheduling and household needs
• Organize and maintain overview of multiple properties and recurring bills
• Track utilities, invoices, and payment schedules to ensure nothing is missed
• Assist in basic financial tracking and expense organization
• Maintain structured systems for personal and business obligations
• Plan and manage domestic and international travel end-to-end
• Provide itinerary breakdowns, cost summaries, and recommendations
• Handle bookings for flights, hotels, dining, and experiences
• Manage last-minute changes and travel disruptions
• Monitor and filter high-volume personal and business emails
• Identify priorities and provide daily/weekly email summaries
• Draft responses and coordinate follow-ups when needed
• Act as gatekeeper to protect executive time and focus
• Maintain structured calendars for executive and partner
• Coordinate meetings, personal commitments, and business obligations
• Anticipate scheduling conflicts and proactively resolve them
• Assist with personal gifting, reminders, and special events (birthdays, holidays)
• Help coordinate personal experiences and relationship activities (dinners, surprises, etc.)
• Support lifestyle organization to ensure efficiency and balance

Executive Administrative Assistant

• 🗓️ Schedule meetings and manage calendars for team members, ensuring seamless coordination.
• ✈️ Organize travel arrangements, including flight bookings, hotel stays, and itineraries.
• 📦 Handle correspondence, including emails and phone calls, filtering communications efficiently.
• 🛒 Manage office supplies and inventory, keeping everything stocked and organized.
• 🤝 Assist with special projects and events, bringing creativity and enthusiasm to all tasks.
• Your role as a Personal Assistant will be integral to our mission, creating an atmosphere that enhances productivity and workplace culture.

• Serve as the main point of contact for client accounts
• Conduct weekly or bi-weekly strategy calls with clients
• Maintain proactive communication via calls, messaging, and updates
• Ensure clients clearly understand campaign performance and results
• Analyze marketing performance across:
• Facebook Ads
• Google Ads
• SEO
• Translate marketing data into clear, actionable insights for clients
• Provide strategic recommendations to improve campaign performance
• Own client satisfaction, retention, and relationship growth
• Proactively address issues and prevent churn
• Identify upsell opportunities when appropriate
• Deliver customized performance reports to clients
• Clearly explain campaign metrics and ROI
• Coordinate with the fulfillment team to ensure deliverables are completed
• Collect client testimonials, referrals, and Google reviews
• Maintain strong long-term client partnerships

Account Manager

• Own the client internally and ensure every service provided is aligned with our Partnership goals
• Having a broader approach to the role, not just focusing on PPC, but considering all the services provided to our clients
• Own 100% of client communication. Managing clients’ expectations clearly and properly. Client response time is expected to be within 1 hour during mandatory working hours
• Create, launch and manage Amazon PPC ads campaigns to meet clients’ goals.
• Closely monitoring PPC spending and budget to maximize profitability
• Perform keyword research on new products to be launched, and update existing products to stay on top of trends.
• Monitor competitors and Amazon trends to make sure we are offering the best approach to our clients.
• Analyze past performance of our brands to ensure we meet expectations, as well as detecting performance issues in advance
• Analyze, interpret, and create action plans for daily, weekly and monthly analytics reporting focusing on Main KPIs aligned with our clients’ goals.
• Working in Bulk Sheets to improve optimization. Understanding different reports to deploy new growth strategies and reports
• Collaborating with Customer Success Managers, Data Analysts, Brand Managers and PPC Managers, while owning the account strategies and meeting expectations.
• Providing top quality services (5/5) to meet high standards in customer satisfaction.

Client Strategist / Client Success Manager

Client Success Manager

Senior Operations Manager

Closer

Customer Success Manager

Director of Operations

Senior Administrative Assistant

Senior Executive Assistant

Personal Assistant – HNWI

Executive Administrative Assistant

Executive Assistant

Executive Administrative Assistant

Customer Success Manager

Account Manager

Personal Assistant – CEO