Client Success, Account Manager

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Assistantly

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

HR Tech • Recruitment • Enterprise

Assistantly is a company that specializes in providing top-tier virtual and executive assistants to businesses looking for efficient and cost-effective solutions. The company offers a wide range of services including administration, marketing, operations, finance, and client success, providing a substantial cost saving to clients. Assistantly focuses on easing the hiring, onboarding, managing, and retaining of highly skilled assistants by offering fully-managed and scalable plans with a fixed monthly rate. Their unique selling point is the provision of highly qualified "unicorn" assistants who are trained for efficiency and come with a dedicated success team, ensuring the best possible match for their clients' needs. Trusted by over 500 fast-growing companies worldwide, Assistantly's main goal is to help businesses grow faster and more effectively by managing the complexities of building a team.

📋 Description

• Own end-to-end client onboarding, guiding new e-commerce brands through account setup, Shopify integration, and initial fulfillment workflows. • Serve as primary point of contact for a portfolio of client accounts, managing the relationship from onboarding through ongoing steady-state support. • Proactively monitor inventory levels across client accounts, flagging restock risk and nudging clients ahead of potential stockouts. • Manage and troubleshoot Shopify storefronts and integrations on behalf of clients, resolving day-to-day platform issues. • Track account health using internal account management tools, logging open issues, statuses, and follow-ups. • Coordinate with internal ops and warehouse teams to resolve client-facing fulfillment issues quickly and clearly. • Communicate fluently in DTC/e-commerce terminology (SKUs, inventory turns, fulfillment SLAs, restock cadence) when advising clients. • Surface upsell and expansion signals to the sales team; note that CRM usage is sales-owned, not account-management-owned. • Document account processes and client preferences to maintain continuity across the client lifecycle. • Report on account health metrics, escalating at-risk accounts before they churn. • Deliver clear, professional communication across email, chat, and calls with a consistently high service standard.

🎯 Requirements

• Own end-to-end client onboarding, guiding new e-commerce brands through account setup, Shopify integration, and initial fulfillment workflows. • Serve as primary point of contact for a portfolio of client accounts, managing the relationship from onboarding through ongoing steady-state support. • Proactively monitor inventory levels across client accounts, flagging restock risk and nudging clients ahead of potential stockouts. • Manage and troubleshoot Shopify storefronts and integrations on behalf of clients, resolving day-to-day platform issues. • Track account health using internal account management tools, logging open issues, statuses, and follow-ups. • Coordinate with internal ops and warehouse teams to resolve client-facing fulfillment issues quickly and clearly. • Communicate fluently in DTC/e-commerce terminology (SKUs, inventory turns, fulfillment SLAs, restock cadence) when advising clients. • Surface upsell and expansion signals to the sales team; note that CRM usage is sales-owned, not account-management-owned. • Document account processes and client preferences to maintain continuity across the client lifecycle. • Report on account health metrics, escalating at-risk accounts before they churn. • Deliver clear, professional communication across email, chat, and calls with a consistently high service standard.

🏖️ Benefits

• Competitive salary • Paid US holidays • Paid wellness days • Health & wellness allowance • Monthly profit sharing • Long-term placement with real growth • Continuous upskilling in AI, Operations, and Leadership • Dedicated success coaching and support through Assistantly