Account Manager (Executive Assistant)

Posted August 4, 2023 / Apply button is at bottom of this page

Role Mission

To support our coaches to shine and create an exquisite experience for our clients (CEOs, Founders, other heads of organizations, and their teams).

Who we are

A mission-driven small highly self aware organization with lots of heart and hustle. Our mission is to support the expansion of conscious leadership in the world. We live and practice what we teach in the world. Most find our work radical; the same goes for working on our team. We play edges and are always challenging ourselves and one another to up our game both in terms of professional contributions and consciousness.

Our coaching team includes some of the most masterful conscious leadership coaches in our industry.

Our business team (the AM’s team) includes a diverse group of professionals who rely on one another—and close relationships with the coaches and partners—to create an innovative, highly-productive, connected, and conscious work environment.

Who you are

You’re warm and empathetic, relationally focused, and are naturally drawn to support roles. You delight in organization, are a superlative written and verbal communicator, and naturally anticipate needs. You’re an action-oriented, direct, confident, and efficient contributor. Tech savvy is a non-negotiable. You need to be able to stay focused and grounded while tracking lots of details. You have a high EQ and are interested in personal growth and development.

Position Summary

Account Managers (AMs) are responsible for the administrative support that makes the exquisite delivery of CLG programs and services possible. AMs connect coaches, clients, and our team to keep the accurate free flow of information current by supporting the logistics of service delivery including scheduling, payment status, proposals and agreements, and client communications. Each AM partners with a group of CLG Coaches to support them to shine in their roles. AMs and their coaches develop right-hand-person relationships where one is indispensable to the other.

Responsibilities

• Provide administrative support to assigned coaches, schedule and calendar management, drafting written communication, record keeping in Hubspot, and technical support for virtual events on Zoom as needed.
• Prepare proposals, agreements, and deals for clients in support of your coaches.
• Provide administrative support for a variety of meetings, including preparing materials, coordinating logistics, and maintaining notes.
• Monitor social media, including staying up to date on client achievements.
• Coordinate with Accounting to ensure client billing needs are met and fulfilled.
• Plan and manage travel arrangements.
• Support research, prep and coordination for projects as needed.
• Coordinate all logistics and communications for 1:1 Coaching, Conscious Culture Programs, Forums, Speaking Engagements, and Podcast Interviews.
• Maintain your coaches’ CLG website pages, including logo promotion, client quotes, and other general information.
• Track Client Referrals

Experience and Background

• Minimum of 2 years experience in a similar role that is client facing
• Zoom facilitation
• Familiar with software: CMS, Mac IOS, Asana, Hubspot, G Suite, EventBrite, Typeform, LMS, Slack and PandaDoc. Webflow and Canva a plus, not required.
  

Logistics

• Full-time, 100 percent virtual, exempt
• Hours: Monday-Friday 9am-5pm PST
• Flexible vacation and sick time
  

Compensation

• Range: $50,000 to $65,000
• Salary based on education, skills, and experience