Job Overview: We are seeking a highly organized and proactive Assistant to support our team in both internal administrative duties and client management tasks. This role requires strong communication skills, attention to detail, and the ability to manage multiple projects at once. You will work closely with our Creative Director, clients, and internal team to ensure seamless operations and excellent customer service.
Key Responsibilities:
Internal Duties:
Schedule Demographic meetings for our Onboarding of new Digital Clients.
Help with the creation of our clients’ landing pages.
Perform secret shopper calls for scheduled trainings as needed and take notes.
Client Management:
Write summaries of our client’s monthly analytics reports by the 5th of every month, in our automated dashboards.
Schedule calls for digital leads and reach out to potential clients or past clients.
Communicate with doctors and office managers, answering questions and providing campaign updates.
Track all client communications in Infusionsoft and respond to digital leads via phone or email.
New Client Onboarding:
Send proposals and agreements to new clients, track progress in Infusionsoft.
Send and manage credit card authorization forms.
Qualifications:
Strong organizational and multitasking skills.
Excellent written and verbal communication skills.
Experience in client management and administrative roles preferred.
Proficiency with CRM software (Keap/ Infusionsoft preferred)
Ability to work independently and as part of a team.
Location: Carlsbad, CA
Compensation: Competitive salary based on experience.
Hours: Full-time
If you're detail-oriented, passionate about client success, and enjoy working in a fast-paced environment, we’d love to hear from you! Apply today.