Virtual Assistant, Operations & Client Success Manager at JJo Advising, LLC | Torre
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Virtual Assistant, Operations & Client Success Manager

Will support clients and streamline operations to enhance impact in a purpose-driven advising business
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Part-time
Compensation
USD9 - 12/hour
Non-negotiable
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Remote (specific timezone)
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GMT-12:00 to GMT-04:00
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Posted 4 months ago

Requirements and responsibilities


Company: JJo Advising Remote — Latin America. Part-Time — 10–20 hrs/week. $8–12/hr to start — long-term growth potential. This is a calm, detail-oriented role for someone who enjoys keeping things moving, supporting clients thoughtfully, and making a founder’s life easier. Must be fluent in English, highly organized, and emotionally intelligent. Overview: I’m looking for a highly organized, proactive Virtual Assistant, Operations & Client Success Manager to help run and grow a purpose-driven, client-centered advising business. You’ll help ensure clients feel supported and cared for, commitments are tracked and honored, and the business operates smoothly behind the scenes. This role starts part-time and focused, with room to grow in responsibility and compensation as trust, systems, and scope solidify. You’ll act as a systems anchor and client experience partner, working closely with the founder and collaborating with the Creative Content Producer (to be hired). You’ll develop a strong understanding of the client journey, manage communications, track scope and pacing, keep inboxes under control, and help ensure content and internal projects ship on time. Core Responsibilities: Client Success & Relationship Management: * Track client sessions, pacing, and contract fulfillment. * Draft and send personalized weekly or monthly check-ins and milestone summaries. * Monitor client goals, themes, and concerns across their journey. * Recommend or draft thoughtful resources to share at the right moments. * Prepare short briefings for the founder ahead of client calls. * Help hold the founder accountable to client commitments. * Draft follow-up emails, invoices, contracts, and pre-end-of-contract summaries from templates. * Occasionally support clients with light research or spreadsheet tasks. * Maintain clear scope and flag scope creep early. Inbox & Communication Management: * Triage and organize the founder’s inbox daily. * Draft replies to key emails for review and sending. * Track deadlines, promises, and follow-ups. * Tag and organize messages using internal systems. Scheduling & Admin: * Ensure SavvyCal bookings align with contract rules and availability. * Add contract start dates and key milestones to shared calendars. * Maintain Notion-based client records and task trackers. * Remind clients to schedule sessions within contract windows (e.g., bimonthly). Lead & Follow-Up Support: * Manage incoming leads and discovery follow-ups. * Follow up with warm leads from referrals, social media, and in-person interactions. * Support light outreach using provided templates and research. Content & Project Support: * Draft weekly or bi-monthly email newsletters. * Publish finalized content to Instagram, LinkedIn, and YouTube according to calendar. * Track posting consistency and basic performance metrics. * Manage shared calendars for launches, content, and client delivery. * Track internal goals and weekly priorities. * Hold the Creative Content Producer accountable to deadlines. * Occasionally co-work or body-double with the founder on projects. * Document processes and suggest system improvements. Skills & Qualifications: * Strong written English, comfortable using AI as a drafting tool, with good judgment and tone. * Highly organized, proactive, and reliable. * High emotional intelligence and thoughtful communication style. * Comfortable with Notion, Google Suite, basic spreadsheets, and calendars. * Confident managing content calendars and project tracking. * Background in operations, client success, or executive assistance preferred. What Success Looks Like: * Clients feel consistently supported, understood, and guided. * Emails, promises, and deliverables don’t fall through the cracks. * Content goes out reliably. * The founder feels focused, supported, and unburdened. * Internal systems improve month over month.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
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