Executive Assistant, Client Support Lead

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Executive Assistant/Client Support Lead at Coconut responsible for managing client interactions.

• Part-time role assisting clients and leading customer meetings for a remote team.

• Manages client reporting requirements, supports a team based in India, and continuously adapts processes.

⛳️ Requirements

• Manage daily customer support and ongoing client interactions.

• Prepare for client calls and customer meetings.

• Participate in and gradually take charge of customer meetings, with client support during the initial phase.

• Acquire knowledge of the software to become the primary client expert for daily requirements.

• Interpret the software and handle reporting tasks for clients.

• Take on special projects and additional assignments as needed.

• Provide general administrative and supporting role as the team operates with limited resources.

• Understand existing processes and ensure consistent adherence.

• Help manage the workflow of the India-based team by monitoring task logging, checking, and completion before reports are submitted.

• Work independently, enhance processes over time, and proactively take initiative when guidance is minimal.

• Assist with other projects during slower periods in response to business demands.

• Potential for growth into client management/account management responsibilities if the role expands.

• Capable of handling a fluctuating workload in a lean and sometimes chaotic environment.

• Background in executive assistance.

• Project management experience.

• Experience in digital marketing.

• Familiarity with HubSpot administration.

• Comfortable with client-facing communication and customer meetings.

• Presentable and at ease on camera.

• Independent and proactive; able to work effectively with minimal direction.

• Proficiency in Microsoft Office, Microsoft systems, Excel, Exchange, and HubSpot.

🏝️ Benefits

• Competitive Salary – We value your skills and experience with an attractive compensation package.

• 13th Month Pay – Enjoy an additional month’s salary—who doesn’t appreciate a bonus?

• Paid Time Off – Recharge with 12 days of PTO for vacation, self-care, or just a break!

• US Holidays Off – Benefit from 12 paid US holidays throughout the year.

• Maternity & Paternity Leave – We support expanding families with specific leave for new parents.

• Comprehensive Healthcare – Quality healthcare benefits for you and your family.

• Life Insurance – Our full-time HMO plan includes life insurance for added peace of mind.

• Mental Health Support – Access mental health consultations and wellness resources to prioritize your well-being.

• Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even more enjoyable!

• Exciting Team Experiences – Enjoy island getaways, virtual town halls, and regional meetups—because work should be enjoyable!

• Stay Connected – Join a supportive network where you can learn, grow, and connect with incredible individuals.