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About the role
Key responsibilities & impact- Own customer success and client management across all active accounts. Reports, calls, escalations, retention.
- Build and maintain client reporting frameworks that are modular and scalable
- Manage difficult client conversations. Underperformance, scope issues, churn risk.
- Own financial operations: payments, expenses, reconciliation, filing deadlines, accountant liaison, etc
- Design and maintain operational documentation and workflows. Notion, SOPs, playbooks, knowledge base.
- Manage multiple team members. Set standards, give feedback, ensure nothing falls through the cracks.
- Embed AI and automation into operational workflows. Use Claude, scripting, and tooling to build leverage around yourself and the team.
- Report upward to the CEO and COO with clarity and consistency. Absorb complexity, surface clean information.
- Create genuine leverage for leadership by taking things fully off their plate.
Requirements
What you’ll need- Evidence of entrepreneurship or building something independently
- Experience in operations, client success, or delivery management at a services/agency business or a high-ownership startup role
- Has managed multiple direct reports. Can set standards, develop people, and hold accountability without micromanaging.
- Proven track record managing client relationships through underperformance and difficult conversations
- Has reported to a CEO or COO and been accountable for client and business outcomes
- Financial operations competency
- Excellent documentation and process-building skills. Has built SOPs, playbooks, or reporting systems from scratch.
- Outstanding written and verbal communication. Client-facing quality.
- AI-native. Actively uses AI tools and automation in their workflow.
- Familiarity with UGC, creator campaigns, or social media marketing
- Self-motivated. Works to their own standard, not to someone checking on them.
- Low ego. The work ranges from strategic to tedious. Both matter equally.
- Remote-first, async environment experience
Benefits
Comp & perks- Remote-first, work from anywhere
- Top of Market equity in a business run by a management team with 4 exits between them
- Path to VP or C-Suite as the company scales
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client managementfinancial operationsdocumentation skillsprocess-buildingreporting systemsAI integrationautomationscriptingmodular frameworksscalable solutions
Soft Skills
communicationleadershipaccountabilityself-motivationproblem-solvingclient relationship managementfeedback provisionadaptabilityentrepreneurial mindsetlow ego
