Trivium Group

Creative Strategist

• Creative Strategy: Define winning beliefs & angles, map into archetypes, align with Creative Strategy OS.
• Testing Roadmap: Plan what we test next (angles, archetypes, formats), aligned with MB & DOP priorities.
• Pipeline Management: Create creative requests, manage status inside the Creative Pipeline, and coordinate with Edit Crew.
• Asset Management: Maintain dossiers, IDs, folders, and creative trackers so nothing is lost or duplicated.
• Creative Reporting: Deliver creative insights for internal optimization notes and client-facing reports.
• Performance Analysis: Read Atria/Cometly reports for concept-level learnings (by angle & archetype, not just ad ID).
• Collaboration and Comms: Sync with MB & POM on priorities, timelines, and issues.
• Mindset and ICP Work: Apply Mindset Marketing Playbook to every new brief (relatability, beliefs, objections).

Junior Creative Strategist

Account Manager

• Serve as the main point of contact for our dental clients — doctors, office managers, and treatment coordinators — building trust and long-term partnerships.
• Lead monthly performance reviews covering campaign results, lead flow, cost per new patient, and front-desk call handling (we'll provide marketing-side training).
• Identify opportunities for practices to improve marketing ROI — from optimizing new patient offers and service-line targeting (implants, ortho, cosmetic, sedation) to tightening the phone-to-appointment funnel.
• Translate your dental marketing expertise into actionable strategies that grow production, not just lead volume — advising on offers, patient mix, and capacity.
• Collaborate closely with our creative and advertising teams to ensure campaigns attract patients who show up, stay, accept treatment, and refer.
• Coach practices on lead follow-up speed, call scripts, and scheduling workflows that convert marketing leads into kept appointments.
• Manage an average portfolio of 30–40 dental clients across general dentistry, specialty, and multi-location groups.

Account Manager – Dental Marketing

Appointment Setter

• Make 400+ dials per day using a power dialer system
• Contact new leads within 5 minutes of submission (speed-to-lead is the top priority)
• Cycle through older uncontacted leads after hitting all fresh leads
• Manage leads for up to 3 clients simultaneously
• Book qualified appointments for med spa and aesthetics clients
• Target 40+ booked appointments per client per month
• Confirm appointments via text/call and reduce no-show rates
• Maintain accurate records in GoHighLevel (GHL)
• Work company-generated leads — no cold prospecting required
• Prioritize leads by recency and engagement level
• Follow structured call scripts while maintaining a natural, warm tone
• Track and report daily KPIs (dials, contacts, appointments booked)

Performance Marketing

• You run all paid media on Meta for our program: targeting, testing structure, pacing, every optimization decision.
• You diagnose at the concept level, is this angle dead or is it the hook.
• You develop the concepts, write the hooks, and script the funnel.
• Once you're in the creative, turning our coaching calls and winning angles into organic content and YouTube scripts.
• You'll run a weekly group coaching call with our students.

Performance Marketing Manager

Executive Assistant

• Manage both founders' calendars — protecting their time, sending reminders, handling follow-ups during sales calls
• Contracts and proposals — adjusting and sending on our behalf
• Client communication support and event coordination
• Content uploads, module management, and platform organization on Skool
• Turning call recordings into SOPs and training materials using AI
• Client onboarding admin — adding people to groups, resolving access issues
• Slide decks, presentations, and supporting materials
• In-person event organization as we scale
• Track open loops and chase completions without being asked
• Meal plans aligned with our fitness goals — calculating macros, liaising with our chef or meal prep provider, adjusting as goals change
• Health bookings — blood tests, doctor appointments, healthcare communication and billing
• Full travel logistics — flights, hotels, itineraries, all of it handled to our preferences
• Group coordination — trips, dinners, events — payments, headcounts, communication, all organized
• Email and calendar management
• In-person presence in Dubai — content shoots, videographer sourcing, location scouting
• Errands, online orders, returns, package pickups, building management, banking
• Supplement inventory tracking and restocking before we run out
• Banking issues — calls, in-person visits, access issues, refund chasing

Account Executive

• Manage full-cycle sales opportunities from discovery to close
• Conduct sales calls, demos, and follow-ups with qualified prospects
• Sell financial advisor AI software to business owners, advisors, and decision-makers
• Lead discovery calls to identify business needs, pain points, budget, timeline, and decision-making process
• Present the software clearly and connect features to measurable business outcomes
• Maintain control of the sales process from first conversation to signed agreement
• Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth
• Explain software benefits in a clear, practical, and ROI-focused way
• Tailor presentations based on the prospect’s business model, goals, and current workflow
• Handle questions related to implementation, adoption, pricing, value, and long-term use
• Position the software as a solution to operational, sales, and client management challenges
• Handle objections confidently and professionally
• Negotiate terms while protecting company pricing, value, and standards
• Close high-ticket software sales using consultative and value-based selling methods
• Maintain urgency and deal momentum through structured follow-ups
• Manage multi-step sales conversations and keep prospects moving toward a decision
• Maintain a clean and accurate sales pipeline in the CRM
• Track activity, deal stages, follow-ups, close probability, and conversion metrics
• Provide regular pipeline updates and revenue forecasts
• Document prospect needs, objections, next steps, and deal status accurately
• Use CRM data and performance metrics to improve sales execution and close rates
• Work with leadership, marketing, and product support teams to align sales messaging with the software’s capabilities
• Share market feedback on objections, pricing, positioning, and prospect needs
• Support the improvement of sales scripts, demos, case studies, and closing materials
• Ensure closed deals are properly handed off for onboarding and implementation

High-ticket Closer

Customer Success Manager

• Own 20–40 client accounts end-to-end
• You are the single point of accountability for client results and retention
• Run onboarding, set strategy, deliver results, retain the account — the full lifecycle
• 2-hour response time during business hours, no exception
• Analyze brands' performance and profitability weekly
• Diagnose problems before the client notices them
• Translate numbers into clear, confident client communication
• Build and follow structured processes for every account (audits, keyword research, campaign architecture, optimization cycles)
• Log every change. Document every decision. Nothing slips through the cracks.
• Coordinate with PPC strategists daily — you own the relationship, they own execution, and both of you own the result
• Flag and escalate within hours, not days
• We don’t do slow. Scaling decisions get 2–3 weeks to play out, then we adjust. Every week has a purpose.
• When something breaks, you fix it the same day or escalate by EOD
• You’ll manage 1,000+ Slack messages a day with structure and discipline — unread = your to-do list
• If performance is flat for 3 weeks, you’re already pitching the strategic pivot

Client Success 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.

Account Strategist

Operations

• Translate the CEO’s vision into actionable project plans with clear timelines and deliverables
• Manage multiple projects across different areas of the business
• Build systems, SOPs, and automations to support company scalability
• Coordinate with internal team members, contractors, and vendors
• Manage CRM systems and marketing automation tools
• Track KPIs and report on operational and business performance
• Manage the CEO’s calendar, inbox, and communications
• Schedule meetings, calls, and appointments
• Book domestic and international travel, including full itineraries
• Conduct research and present recommendations for key decisions
• Prepare presentations, reports, and documents as needed
• Manage the CEO’s social media content calendar
• Coordinate content creation and publishing
• Support the growth of the CEO’s personal brand (podcasts, speaking engagements, YouTube)
• Assist with lead generation initiatives and funnel management
• Anticipate needs and proactively solve problems
• Present solutions and recommendations rather than simply reporting issues
• Ensure projects are completed and deadlines are met
• Take full ownership of operational responsibilities and outcomes

Senior Operations 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.