Executive Assistant | Customer Success Executive
Role Overview
Combines executive-level administrative support with customer relationship management, service coordination, and client satisfaction work.
The description identifies the role as hybrid and full-time.
Key Skills for This Role
Full Job Posting
Role overview
Combines executive-level administrative support with customer relationship management, service coordination, and client satisfaction work.
The description identifies the role as hybrid and full-time.
Executive support
- Provide administrative and operational support to senior executives and management teams.
- Manage calendars, meetings, appointments, schedules, and business commitments.
- Coordinate meetings, conference calls, presentations, and business events; prepare agendas, reports, briefing materials, and follow-up documentation.
- Monitor priorities, deadlines, and action items; handle confidential information and executive communications discreetly.
- Assist with business travel itineraries, accommodation, transportation, and scheduling.
- Coordinate multiple priorities and deadlines; identify risks, scheduling conflicts, and service gaps and recommend solutions.
Customer success and coordination
- Build relationships with customers and key business contacts; support onboarding, account coordination, service delivery, and ongoing engagement.
- Respond to customer enquiries and service issues; understand needs and coordinate solutions and follow-up with relevant teams.
- Monitor customer satisfaction, feedback, service quality, and account health; maintain customer records and communications in CRM systems.
- Coordinate customer meetings, business reviews, presentations, demonstrations, and follow-up; track and escalate requests for timely resolution.
- Work with Sales, Operations, Product, Support, Finance, and other teams; prepare customer reports, performance summaries, and service updates.
- Identify improvements to customer experience, retention, engagement, and service delivery; support renewals, upselling, cross-selling, and account growth where appropriate.
- Follow up after meetings, service interactions, implementations, and issue resolution; communicate recurring feedback to business teams.
- Use email, phone, Microsoft Teams, CRM platforms, and other business channels; contribute to process improvements.
Requirements
- Proven experience in executive assistance, customer success, client services, account management, administrative support, or a related role.
- Strong organization, time management, prioritization, multitasking, written and verbal communication, customer service, and relationship-management skills.
- Ability to manage calendars, meetings, schedules, documents, customer issues, and competing priorities; communicate effectively with internal teams and customers.
- Problem-solving ability, attention to detail, accurate recordkeeping, discretion, professionalism, and ability to work independently and collaboratively.
- Proficiency in Microsoft Outlook, Teams, Word, Excel, PowerPoint, and Google Workspace.
- Experience supporting executives or key stakeholders, CRM platform experience, report and presentation preparation, and account management or customer onboarding are advantageous or preferred.
- A diploma or bachelor's degree in a related field is preferred; relevant professional certifications are advantageous.
- Experience in technology, professional services, consulting, SaaS, financial services, or another customer-focused industry is an advantage.
What the employer offers
- Opportunity to combine executive support and customer success responsibilities and gain exposure to executives, customers, operations, and cross-functional teams.
- Development opportunities in executive coordination, customer relationship management, account support, customer engagement, retention, and service improvement.
- The description lists professional training, mentorship, career growth, competitive compensation, performance incentives, and a benefits package.
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