Customer Success & Automations VA

Be the operational partner to our Senior Manager of Coaching. You’ll set up and maintain client automations, onboard clients, and walk them through tools live on Zoom (1:1 and group). You’re calm, client-facing, and process-driven with enough tech fluency to own “how it works” end-to-end.

● Client onboarding & success ○ Set up client accounts/workspaces, templates, and automations per playbook.

○ Host live Zooms to demo workflows, troubleshoot, and ensure activation.

○ Track milestones, renewals and client health; flag risks early.

○ Implement/update simple automations (email sequences, tags, lists, triggers).

○ Document SOPs and maintain clean records across systems.

● Collaboration

○ Work closely with the Senior Manager of Coaching; keep them informed with crisp notes, next steps and risks.

○ Capture client feedback → propose improvements to flows and FAQs.

● Client-facing confidence on Zoom (clear English, steady facilitation).

● Proven customer success / onboarding experience for a SaaS, services, or coaching org.

● Comfortable configuring marketing/sales automations (e.g., Instantly or similar; basic tags/lists/sequences; integrations).

● Strong organization (docs, checklists, follow-ups) and dependable execution in ET hours.

● Familiarity with LinkedIn workflow tooling, CRM basics (HubSpot/GoHighLevel/Pipedrive), Slack, Google Workspace, Calendly, Zoom.

● Experience supporting coaching/education or professional-services customers.

● Onboarding completion rate & time-to-activation, CSAT/NPS, issue resolution time, SOP accuracy.