Client Success Manager cum Executive Assistant

Responsibilities

1. Client Relationship Management

• Goal:

  Ensure smooth communication and satisfaction for all clients.

• Tasks:

• Act as the primary point of contact for clients, handling queries, feedback, and scheduling.
• Regularly check in with clients to monitor their progress, address challenges, and maintain strong relationships.
• Conduct follow-up sessions to reinforce learnings and collect feedback on coaching effectiveness.

2. Session Preparation and Follow-up

• Goal:

  Maximize the coach's impact and clients' progress.

• Tasks:

• Prepare briefs and background research for coaching sessions, customizing based on each clients needs.
• Document and summarize session takeaways, action points, and share them with clients for accountability.
• Track client progress on commitments, identifying potential areas for deeper support or follow-up sessions.

3. Administrative Support

• Goal:

  Streamline and manage the coachs schedule and day-to-day administrative tasks.

• Tasks:

• Schedule and organize all coaching sessions, ensuring minimal scheduling conflicts and timely reminders.
• Handle email communications and other correspondence on behalf of the coach, responding professionally and promptly.
• Maintain up-to-date records of all client interactions, sessions, and feedback.

4. Operational and Project Management

• Goal:

  Enable effective planning, execution, and measurement of coaching programs and initiatives.

• Tasks:

• Assist in planning and organizing group workshops, webinars, and other events.
• Monitor key metrics related to client satisfaction, engagement, and retention.
• Work closely with the coach to initiate and manage projects aimed at enhancing client experience or internal processes.

5. Continuous Improvement and Client Feedback Loop

• Goal:

  Ensure client feedback is integrated into coaching improvements.

• Tasks:

• Gather and analyse feedback to identify common themes and potential areas for improvement.
• Regularly present insights and recommendations to the coach for refining the coaching approach.
• Propose initiatives based on feedback, such as additional support structures or specific resources to better serve client needs.

6. Goal Tracking and Performance Reporting

• Goal:

  Maintain clarity on clients goals and progress while supporting transparency with reporting.

• Tasks:

• Develop and maintain a client goal-tracking system, allowing both clients and the coach to measure and see progress.
• Produce monthly reports summarizing client performance metrics, feedback, and coaching outcomes for review by the coach.
• Set up regular feedback sessions with clients to evaluate progress and recalibrate goals when necessary.