I'm a Sr. Executive Assistant, Customer Success and Operations Specialist with 2 years of experience running the day-to-day operations of a coaching and digital education company. I currently support a client base of hundreds of founders, handling everything from onboarding and platform access to payment follow-ups, escalations, and offboarding.
My work sits at the intersection of customer support and back-office operations. On any given week I'm managing course access in Kajabi and Skool, updating and cleaning records in HubSpot, following up on outstanding balances, QAing and publishing email newsletters, coordinating monthly workshops and live events, and writing the SOPs that let the rest of the team run those processes without me.
What I bring to a team:
Ownership. I don't need to be chased. I track my own deadlines, flag risks early, and close loops.
Clear written communication. I've handled sensitive conversations around payments, refunds, and cancellations while keeping the relationship intact.
Systems thinking. When I notice a process breaking repeatedly, I document it and fix it instead of patching it every time.
Comfort with tools. Kajabi, Skool, HubSpot, Slack, Notion, Google Workspace, Stripe, PandaDoc, Zoom, Asana, and Supabase.
If you're looking for someone who can take the operational and customer-facing load off your plate and keep it running quietly in the background, I'd be glad to talk.
if the field is limited:
Customer Success and Operations Specialist supporting a coaching and digital education company. I manage the full customer lifecycle: onboarding, course platform access (Kajabi, Skool), HubSpot CRM operations, AR follow-ups, escalations, and offboarding. I also handle newsletter QA and publishing, workshop and event coordination, and SOP documentation. Reliable, organized, and comfortable owning processes end to end.
One thing worth adjusting: I kept the experience claim vague ("over a year") since I don't have your exact start date. Swap in the real number and any past roles you'd want included, and it will read stronger.
