Client Delivery & Operations Specialist

ROLE OVERVIEW

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• This is an executionfocused role for someone who:
• Works best in structured, predictable environments
• Communicates clearly and professionally
• Operates independently with minimal supervision
• Brings calm, order, and accountability to fastmoving work
• Enjoys checklists, processes, and followthrough

KEY FOCUS AREAS

• 60% Client Delivery
• 30% Operations & Systems
• 10% Internal Marketing Support

Subject to change based on workload.

CORE RESPONSIBILITIES

CLIENT DELIVERY

• Review client reports for accuracy before delivery (GA4, Search Console, Data Studio, SEMrush, SpyFu).
• Join client calls, capture structured notes, and create actionable followup tasks.
• Lead client communications via email and scheduled calls.
• Monitor and work with production center for deliverables and ensure deadlines are met.
• Conduct QA on Web Changes, SEO, Ads, Social Media, and content deliverables.
• Work with Production Center for WordPress changes
• Identify potential upsell opportunities during client interactions.
• Use Basecamp and ClickUp to manage tasks and timelines.
• Coordinate seamlessly with remote teams across India, and the US.
• Provide clear weekly updates in structured bulletpoint format.

OPERATIONS & SYSTEMS

• Maintain and improve SOPs, checklists, and workflows.
• Turn highlevel ideas into stepbystep task plans.
• Identify process gaps and address them before they create problems.
• Track operational metrics and ensure deadlines stay on schedule.
• Maintain tight organization inside Basecamp, ClickUp, WordPress, and reporting tools.

INTERNAL SALES & MARKETING SUPPORT

At times may be asked to assist in the following sales and marketing tasks if time permits.

• Help with internal marketing tasks including:
• Blog outlines
• Client testimonials
• Case study notes
• Social media post drafts
• Support Sales admin tasks updating HubSpot records
• Working to build outreach lists
• Enrich Prospect lists
• Support content tasks using AI tools like ChatGPT, Claude, and Gemini.

COMMUNICATION EXPECTATIONS

• Excellent spoken and written English
• Confident leading structured client updates
• Comfortable on Zoom, Google Meets, and MS Teams with USbased clients
• Communicates concisely in bullet points
• Provides proactive updates without needing reminders

REQUIRED SKILLS

• Clear, confident English communication
• Experience in structured, processdriven roles
• Very organized
• Basic/intermediate experience with:
• GA4
• Google Search Console
• Google Tag Manager (Basics)
• Data Studio
• SEMrush / SpyFu
• WordPress
• Constant Contact
• HubSpot (Basic)
• Woodpecker (Basic)
• Ability to interpret marketing data into simple insights
• Ability to learn new tools quickly
• Strong organization, time management, and focus
• Reliable task completion with low oversight

IDEAL TRAITS

• Calm, steady, and emotionally neutral
• Extremely organized; thrives in systems and structure
• Low distractibility, high followthrough
• Decisive, actionoriented, avoids overthinking
• Fast information processor
• Comfortable providing pushback and clarifying priorities
• Converts high-level ideas into actionable steps
• Escalates problems with proposed solutions

AVAILABILITY & TECH REQUIREMENTS

• Basecamp
• ClickUp
• WordPress
• GA4
• Search Console
• SEMrush
• SpyFu
• Data Studio
• Slack or WhatsApp
• AI tools (ChatGPT, Claude, Gemini, Perplexity)

SUCCESS PROFILE

• A strong performer will:
• Deliver accurate work consistently
• Keep client tasks organized and on schedule
• Provide proactive structured updates
• Manage priorities independently
• Improve SOPs and workflows
• Spot issues early and recommend solutions
• Reduce operational load for Peter by maintaining structure

KPIs

• Task Completion Accuracy
• On-Time Delivery
• Operational Efficiency Improvements
• Client Communication Quality