Executive Assistant & Client Success Liaison

About This Role

This role is for an Executive Assistant & Client Success Liaison who will ensure operational excellence and strong client retention for a digital marketing agency by meticulously tracking and delivering client commitments.

Responsibilities

• Attend all client calls alongside leadership and project management teams, or review recordings.
• Identify and extract all deliverables, deadlines, and commitments discussed during client conversations.
• Convert meeting notes into clear, actionable tasks within the project management system immediately after each call.
• Perform daily reviews of all active client tasks to identify upcoming deadlines, overdue items, and stalled work.
• Proactively follow up with internal team members to ensure progress and remove bottlenecks.
• Provide daily status updates to leadership on high-priority tasks that are at risk.
• Manage and protect the CEO’s calendar, balancing sales calls with focused strategy time.
• Oversee the administrative onboarding process for new clients, ensuring a smooth handoff and positive first 30-day experience.

Requirements

• Experience supporting executives, managing projects, or coordinating client-facing workflows
• Strong organizational skills with the ability to track multiple tasks and deadlines simultaneously
• Excellent written communication skills for internal coordination and client-facing summaries
• High attention to detail and accuracy in documentation and follow-through
• Familiarity with fast-paced digital marketing or agency environments

Qualifications

• Experience supporting executives, managing projects, or coordinating client-facing workflows.

Nice to Have

• Experience working with digital marketing teams (paid ads, creative, SEO, or similar)
• Comfort holding team members accountable across different seniority levels
• Ability to use AI or productivity tools to support note-taking and task capture in real time

Skills

* Required skills