Job Description
Position: Client Facing Associate-Strategist
Location: 100% Remote (U.S. locations excluding Alaska, California, Colorado, D.C., Hawaii, Illinois, Iowa, Maine, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New York, North Dakota, Oregon, Rhode Island, South Dakota, Washington State, and Puerto Rico)
Schedule: 9:00 AM - 5:00 PM ET, Monday to Friday
Position Overview:
As a Client Facing Associate-Strategist (CFA), you will play a pivotal role in driving the success and growth of client accounts. Through proactive planning and strategic thinking, you'll create and manage tailored project plans and workflows that help alleviate client challenges, enabling them to focus on what truly matters. Your commitment to ensuring that each service is delivered on time and within scope will be key to fostering long-term client relationships. You will also identify trends, explore new strategies for delegation, and streamline processes to boost team efficiency. As part of your role, you'll work collaboratively with clients and team members, maintaining open lines of communication and accountability.
What We Offer:
We're a dynamic, fully remote team dedicated to creating freedom for people to focus on what they love. We believe in giving our team members the autonomy to shine while supporting each individual's unique strengths. If you enjoy working in a supportive, professional, and results-driven environment, this is the perfect opportunity for you!
Core Values:
Innate Spirit of Helping Others: Thoughtfully provide support wherever you can add value.
Enthusiasm for Excellence: Invest in the success of the clients we serve, bringing genuine enthusiasm to everything you do.
Support & Respectful Challenge: Foster an environment of mutual support where we encourage each other to contribute our best.
Accountability: We do what we say and create a culture that prioritizes results.
Professional Authenticity: Provide solution-oriented feedback in an open and honest way.
Key Competencies and Qualifications:
Expertise in project planning, process design, and workflow management
Proven ability to develop strategies that improve time management and overall business efficiency
Strong communication skills, both verbal and written, with professional writing abilities
High technical proficiency (G-Suite, project management tools like Asana, etc.)
Experience managing multiple client accounts and relationships in a virtual work environment
Ability to identify opportunities for process improvements and automation
Self-motivated with a strong work ethic and a focus on accountability
Customer service-oriented with a knack for solving complex problems
Highly organized, with excellent time management skills
Must have access to a personal computer, antivirus software, and high-speed internet
Responsibilities:
Ensure client success, retention, and satisfaction to increase client lifespan
Oversee project management, system design, and process implementation for multiple accounts
Customize and manage project plans that align with client goals and priorities
Proactively identify and resolve potential project barriers
Explore and implement delegation and automation strategies to optimize workflows
Hold clients and team members accountable for progress and timelines
Lead weekly accountability calls with both clients and team members
Review and update client files, processes, and project tasks regularly
Mentor and guide new team members, fostering professional growth
Maintain consistent communication with clients via Slack, phone, and Zoom
Represent the company's brand and values in every client interaction
Benefits:
Paid Time Off (PTO)
Health Insurance Plan
401(k)
Short-Term & Long-Term Disability Insurance
Supplemental Life Insurance
100% Work from Home
Professional Development Opportunities
Compensation:
Annual Salary: $40,000
Why Join Us?
If you're ready to join a close-knit, results-oriented team that values transparency, professional growth, and collaboration, this is the place for you. We offer an environment where you can make an impact and do meaningful work while enjoying the flexibility of remote work.
Application Process:
If you're excited about this opportunity and meet the qualifications, we'd love to hear from you!
Employment Type: Full-Time
Salary: $ 40,000.00 Per Year
Job Tags
Full time, Temporary work, Remote job, Work from home, Monday to Friday,