Executive Assistant, Client Success & Strategic Operations Lead

Chief of Staff Pathway

Reports to: Founder / CEO

Works Closely With:

• Program Manager & Events Coordinator
• Media & Audience Growth Manager

Location: Hybrid or Remote
Type: Full-time (preferred)

PURPOSE OF THE ROLE

The Executive Assistant, Client Success & Strategic Operations Lead exists to maximize founder leverage by ensuring time, attention, relationships, and opportunities are aligned with mission-critical, revenue-generating priorities.

This role is designed to evolve into a Chief of Staff–type position and serves as a selective relational connector, not a gatekeeper.

Your work will help the Founder:

• Stay focused on high-impact leadership activities
• Deepen connection with the right people
• Grow mission-aligned communities and programs
• Convert meaningful relationships into long-term engagement

CORE ORIENTATION: SELECTIVE CONNECTOR, NOT GATEKEEPER

This role does not block access.

It curates access.

The person in this role is responsible for:

• Helping the CEO connect with the right people
• Ensuring relational energy is invested where it advances the mission
• Creating clarity around who deserves time, attention, and follow-up

You will think in terms of:

Alignment, readiness, and long-term relationship value.

CORE PRIORITIES — IN ORDER

1. Mission-Aligned Revenue Generation
2. CEO Focus & Strategic Leverage
3. Client & Relationship Excellence
4. Operational Alignment Across Roles

CORE RESPONSIBILITIES

1. Mission-Aligned Growth & Revenue Support

This is an explicit priority of the role.

Understand the business model and growth goals for:

• Next Level
• The Path
• ShortTrack CBA Program
• Client engagements and projects

Help prioritize activities that:

• Bring new people into the Next Level community
• Increase Path participation
• Attract and support qualified Short Track advisors
• Drive client engagement and depth

Track and support:

• Strategic conversations
• Warm leads
• Referral pathways

Ensure follow-up is timely, thoughtful, and aligned with the mission.

This role ensures good conversations don’t die from inattention.

2. Founder Time, Energy & Focus Optimization

• Manage and curate the Founder’s calendar

• Protect time for:

• Teaching
• Thought leadership
• Content creation
• Strategic relationship development
• Advisor training

• Reduce reactive scheduling and distraction
• Prepare briefings so the CEO is always context-ready

This role protects clarity, not just availability.

3. Strategic Relationship & Inbox Management

• Monitor, organize, and manage the CEO’s inbox
• Respond on behalf of the CEO where appropriate
• Draft responses for review when needed

Prioritize email s related to:

• Revenue-generating opportunities
• Mission-aligned relationships
• Program growth and advisor development

• Escalate sensitive or urgent matters appropriately

This role turns the inbox into a relationship intelligence system, not a stress source.

4. Client Success & Engagement — Non-Program Work

Coordinate and support:

• Coaching
• Assessment Reviews
• Advisory Work
• Proposal Generation

Ensure every client interaction feels:

• Prepared
• Personal
• Intentional

Additional responsibilities include:

• Capture and organize notes, insights, and commitments
• Maintain continuity across sessions and engagements by updating client notes as needed

5. Cross-Role Alignment & Strategic Communication

Work closely with the Program Manager to:

• Align 1:1s, cohorts, and relational priorities
• Ensure member connection supports retention and depth

Coordinate with the Media Manager to:

• Surface mission-aligned stories and themes, with discretion
• Protect confidentiality and message integrity

Additionally:

• Identify misalignment early and recommend course correction

This role ensures people, message, and operations move together.

HOW THIS ROLE CONNECTS TO THE MISSION

The person in this role understands that their work:

• Creates more opportunities for people to encounter transformation and build value in their business
• Helps the CEO invest relational energy where it matters most
• Translates meaningful conversations into sustained engagement
• Supports growth without sacrificing depth or integrity

You are not just supporting the CEO —

You are amplifying the mission through alignment and execution.

WHAT SUCCESS LOOKS LIKE

Within 6–12 months:

Founder time is increasingly spent with:

• Mission-aligned leaders
• Potential members
• Advisors and strategic partners

Additionally:

• Revenue-generating activities feel intentional and organized
• Clients and prospects feel known, valued, and clear on next steps
• Internal roles operate in rhythm

SKILLS & EXPERIENCE REQUIRED

Must-Haves

• Experience supporting senior leaders
• Strong judgment and discretion
• Excellent written communication
• High emotional intelligence
• Ability to manage complex priorities

Strongly Preferred

• Background in consulting, coaching, or professional services
• Comfort with growth-oriented environments
• Experience with relationship-driven business models

STRATEGIC GUARDRAILS

This role:

• Does not own marketing strategy or curriculum
• Does not replace CEO relationships
• Does not operate as a blocker

You curate connection, protect focus, and enable growth.

WHY THIS ROLE MATTERS

This position ensures that:

• Growth remains mission-aligned
• Relationships are stewarded intentionally
• The CEO is not the bottleneck
• The system scales with soul intact