Client Success & Project Coordinator (Executive Assistant to Founder)

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: TYPE OF WORK

Full Time

: SALARY

negotiable

: HOURS PER WEEK

40

: DATE UPDATED

Sep 1, 2025

JOB OVERVIEW

Full-Time (option to start as part-time and transition) | Remote | 7 AM – 3 PM CST (Mon–Fri)

ABOUT US:

Identity Alchemy is a creative agency that builds stunning, strategic, and high-converting websites for purpose-driven entrepreneurs, coaches, and small businesses. Our signature process helps clients clarify their vision, craft compelling messaging, and launch magnetic brands that elevate their impact and income.

We’re a small but mighty team dedicated to excellence, alignment, and transformation—and we’re growing! This role will play a critical part in ensuring our projects run smoothly, clients feel supported, and operations are optimized as we scale.

ABOUT THIS ROLE

This is a position for someone who thrives in a fast-paced, remote environment and enjoys both client-facing communication and behind-the-scenes organization. You’ll be responsible for managing client onboarding, supporting project flow inside ClickUp, communicating updates, and assisting the founder directly with task delegation, scheduling, and follow-through.

For the right person, this role can grow into a Director of Operations or COO position over time.

RESPONSIBILITIES

1 - Client Success & Communication

- Use templates to draft and send client agreements and welcome emails (reviewed by Ashley before sending).
- Set up onboarding materials for new clients, including Google Drive folders and pre-work docs.
- Track client deliverables, send reminders via Slack, and ensure timelines stay on track.
- Keep a running list of client questions, requests, and feedback—and make sure they are acknowledged and resolved.
- Communicate updates to clients about project status clearly and proactively.

2 - Project Management & ClickUp Coordination

- Build new client project plans in ClickUp using existing templates.
- Set up weekly team tasks in ClickUp based on each project’s current phase.
- Attend daily & weekly team huddles to ensure alignment.
- Add task descriptions, links, and context to set each tea ---------- mber up for success.
- Update due dates and identify bottlenecks in project timelines before they become delays.
- Schedule time on Ashley’s calendar for reviews or items she needs to complete.
- Reference client call recordings and Ashley’s meetings to assign or update tasks in ClickUp and ensure follow-through.
- Help identify and create SOPs (Standard Operating Procedures) to improve systems and grow our internal process library.

3 - Founder Support (Executive Assistant)

- Track Ashley’s meetings and follow-ups.
- Ensure promises made to clients are followed through on inside the project management system.
- Provide support in reviewing documents, preparing agendas, and improving internal workflows.

YOU'LL LOVE THIS ROLE IF:

- Are incredibly organized, detail-oriented, and resourceful.
- Feel at home in project management tools like ClickUp, Slack, and Google Drive.
- Have good written English and can communicate clearly and professionally.
- Are proactive—you look ahead and problem-solve before being asked.
- Love structure, systems, and helping a business run like a well-oiled machine.
- Want to grow into a leadership/operations role over time.
- Are coachable, collaborative, and open to feedback.
- Respect client confidentiality, deadlines, and details.
- Align with a family-first, integrity-based work culture where people matter just as much as the work.

WORK HOURS

Full-time role: Monday–Friday, 7:00 AM to 3:00 PM CST

Must be available for meetings and Slack communication during these hours.

Flexible holidays with advance notice.

PERKS & CULTURE

- Once with the company for 90-days: Paid time off for Phillipino Holidays + Sick leave

- 100% Remote Work

- Wellness-first mindset: We care about energy, not just hours

- Growth potential into a Director or COO role

- Access to templates, systems, AI tools, and leadership development

- Family-First Values: We respect real life, not just work life

- Mission-driven team that cares about the humans behind the business

- Encouragement to grow your skills, take initiative, and lead

HOW TO APPLY

1. Message us directly on this platform (no email)
2. Use the number “333” in your message so we know you read the full post
3. Introduce yourself and share why you’re excited about this role
4. Mention any relevant experience in project management, client support, or ClickUp

If you’re selected, we’ll send follow-up questions and a short paid test task. Finalists will be invited to a Zoom interview.

SKILL REQUIREMENT

Clickup English

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Client Success & Project Coordinator (Executive Assistant to Founder)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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