Executive Operations & Client Success Assistant

Business address: New York City Metropolitan Area

About the Client

A premier career coaching and HR consulting firm serving
executives, senior leaders, and professionals throughout the United States, has
helped more than 2,000 professionals transform their careers while supporting
organizations with talent acquisition, leadership development, and workforce
strategy.

It serves executive-level professionals, every client
interaction must reflect professionalism, responsiveness, discretion, and
exceptional customer service.

Position Overview

We are seeking a highly proactive, detail-oriented, and
client-focused Virtual Operations & Client Success Assistant to become the
operational backbone of our growing business.

This is not a traditional task-based VA role.

We're looking for someone who takes ownership, anticipates
issues before they become problems, communicates proactively, and helps ensure
every client and prospect receives an exceptional experience.

The ideal candidate will support both client operations and
inbound lead engagement while acting as a trusted liaison between clients,
coaches, writers, and leadership.

Role 1: Executive Operations & Client Success
Assistant

Manage the complete client journey after enrollment.

Responsibilities include:

• Coordinate
  new client onboarding
  
• Create
  and organize client folders and project files
  
• Manage
  resume and LinkedIn writing projects
  
• Coordinate
  timelines between clients, writers, coaches, and leadership
  
• Track
  revisions and ensure project deadlines are met
  
• Monitor
  project progress through The AI Work Platform
  for People & Agents | monday.com
  
• Update
  client records within Zoho CRM
  
• Manage
  support tickets through Zoho Desk
  
• Organize
  documents within Zoho WorkDrive
  
• Schedule
  coaching sessions and appointments
  
• Send
  invoices and payment reminders when needed
  
• Ensure
  every client receives timely communication
  
• Follow
  up on delayed projects or pending client actions
  
• Escalate
  issues before they become bottlenecks
  
• Support
  clients with portal access or technical issues via Zoom when necessary
  
• Answer
  inbound client phone calls and voicemails using RingCentral
  
• Monitor
  support email inboxes
  
• Maintain
  accurate documentation and client records
  

Executive Administrative Support

Provide day-to-day support to leadership.

Responsibilities include:

• Calendar
  management
  
• Appointment
  scheduling
  
• Google
  Workspace organization
  
• Microsoft
  Word and Excel document preparation
  
• File
  organization
  
• Data
  entry
  
• Draft
  creation
  
• Administrative
  support for Bonnie and Bobby
  
• General
  executive assistance
  

 Working Hours

Operations Role

• Approximately
  20–30 hours per week
  
• Must
  provide a consistent daily overlap of 2–3 hours during U.S. Eastern Time
  business hours
  
• Remaining
  hours may be completed flexibly
  

 Required Skills & Qualifications

Communication

• Exceptional
  written and spoken English
  
• Neutral
  or professional English accent
  
• Confident
  communicating with:
  
• CEOs
  
• Executives
  
• Vice
  Presidents
  
• Senior
  Managers
  
• HR
  Leaders
  
• Professional
  phone etiquette
  
• Excellent
  email writing skills
  
• Strong
  relationship-building ability
  

Technical Skills

Experience with:

• Zoho
  CRM
  
• Zoho
  Desk
  
• Zoho
  WorkDrive
  
• The AI Work Platform for People & Agents |
  monday.com
  
• Slack
  
• Google
  Workspace
  
• Microsoft
  Office
  
• Zoom
  
• RingCentral
  
• LinkedIn
  Sales Navigator
  
• Facebook
  Business Suite
  
• Instagram
  
• AI
  tools (ChatGPT and Claude)
  

The ideal candidate should know how to leverage AI to
improve efficiency while exercising sound judgment and maintaining a personal,
authentic communication style.

Soft Skills

We value attitude as much as experience.

The ideal candidate is:

• Highly
  reliable
  
• Extremely
  organized
  
• Detail-oriented
  
• Proactive
  
• Self-managed
  
• Resourceful
  
• Tech-savvy
  
• Curious
  and eager to learn
  
• A
  strong problem solver
  
• Comfortable
  troubleshooting software issues independently
  
• Accountable
  
• Able
  to work with minimal supervision
  
• Professional
  under pressure
  
• Adaptable
  in a fast-paced environment
  

Most importantly, this person should take ownership of their work, identifying stalled projects, following up without prompting,
and communicating issues before they become problems.

Preferred Experience

• Virtual
  Executive Assistant
  
• Client
  Success Coordinator
  
• Operations
  Coordinator
  
• Project
  Coordinator
  
• Customer
  Success
  
• Executive
  Coaching
  
• HR
  Consulting
  
• Recruitment
  
• Professional
  Services
  
• High-touch
  client service environments
  

Experience supporting U.S.-based businesses or
executive-level clientele is highly preferred.

Performance Expectations

Success will be measured by:

• Timely
  client onboarding
  
• Fast
  response times
  
• Accurate
  CRM updates
  
• Project
  completion without delays
  
• Consistent
  follow-up
  
• Quality
  appointment bookings
  
• Excellent
  client experience
  
• Minimal
  oversight required
  
• Strong
  communication
  
• Initiative
  and ownership
  

Growth Opportunity

This role begins part-time but is expected to grow alongside
the business.

We are looking for someone interested in building a
long-term career with Bonnie Career Services, with the opportunity to
transition into a full-time leadership support position as the company expands.

Ideal Candidate Summary

The ideal Virtual Assistant is more than an
administrator—they are a trusted operational partner who:

• Thinks
  ahead instead of waiting for instructions
  
• Communicates
  confidently with executive-level clients
  
• Notices
  problems before leadership does
  
• Takes
  complete ownership of assigned responsibilities
  
• Maintains
  exceptional attention to detail
  
• Learns
  quickly and embraces technology
  
• Represents
  the Bonnie Career Services brand with professionalism, empathy, and
  excellence in every interaction