Match score not available

Client Success Operations Executive

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

1–2 years of experience in operational, project coordination, or client servicing support roles, preferably in a startup or healthcare environment., Highly organized with strong attention to detail and time management skills., Proficient in using spreadsheets (Google Sheets, Excel) and familiar with automation tools or internal CRM/dashboards., Strong communication skills, proactive, solution-oriented, and able to work in fast-paced, collaborative environments..

Key responsabilities:

  • Manage client onboarding and program configuration across Intellect systems.
  • Support the Client Success team by making backend changes and maintaining content in the Admin Dashboard.
  • Coordinate logistics for L&D webinars and provide troubleshooting support during live sessions.
  • Identify workflow improvements and maintain internal SOPs to enhance team efficiency.

Intellect logo
Intellect Startup https://intellect.co
201 - 500 Employees
See all jobs

Job description

As a Client Success Operations Executive, you will play a key role in enabling the Client Success team to deliver a best-in-class experience to our B2B clients. This includes managing client onboarding and program configuration, supporting L&D webinar execution, and driving process improvements across our internal workflows.

Client Onboarding & Setup

  • Set up and configure new client accounts across Intellect systems (e.g. Admin Dashboard, program configuration, email drips).
  • Coordinate with internal teams to ensure timely go-live readiness.

Operational Support & Maintenance

  • Support the Client Success team in servicing active clients by making backend changes, updating employee lists, and maintaining content in the Admin Dashboard.
  • Source and coordinate local speakers for regional or localised launch webinars in collaboration with the Client Success and L&D teams.

L&D Webinar Coordination

  • Coordinate logistics and action steps for L&D webinars (e.g. MHFA, mental health workshops, webinars).
  • Provide troubleshooting support during live sessions to ensure smooth execution.
  • Liaise with internal facilitators and Client Success Managers to align on webinar needs and follow-ups.

Process Improvement

  • Identify and propose workflow improvements to enhance team efficiency and service delivery.
  • Maintain internal SOPs and templates to support scalability.

Requirements

  • 1–2 years of experience in an operational, project coordination, or client servicing support role; experience in a startup or healthcare environment is a bonus.
  • Highly organised with strong attention to detail and time management.
  • Proficient in using spreadsheets (Google Sheets, Excel); bonus if experienced in automation tools or internal CRM/dashboards.
    A team player who thrives in fast-paced, collaborative environments.
  • Strong communicator who is proactive, solution-oriented, and responsive.
  • Comfortable working with ambiguity and keen to learn across cross-functional domains.

Benefits

  • Work in a diverse environment with people from over 10 countries
  • A generous leave policy
  • Work flexibility
  • Medical coverage
  • Performance Bonus
  • Christmas Leave (The team takes the whole Christmas week off separate from our leave policy)
  • Birthday Leave (1 day)
  • Holidays off
  • Quarterly mental health day off
  • Mental health benefits (Premium access to our app!)
  • Work-life balance and employee wellness
  • Regular social events where we have non work-related fun

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Web Conferencing
  • Google Sheets
  • Microsoft Excel
  • Communication
  • Time Management
  • Teamwork
  • Detail Oriented

Client Success Manager Related jobs