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Industry: Marketing Agency
Client Success Assistant
New
Remote
Independent Contractor
10 hrs/week
$1,000/month

Support a growing consulting firm's client success operations — keeping projects on track, clients informed, and the CEO focused on what matters most. A mix of project accountability, HubSpot management, and light design work.

HubSpot Canva Google Workspace Client Success Project Management
What you'll do
  • Manage and update client portals in AlignedUp — ensure all project statuses, tasks, and deliverables are current
  • Keep HubSpot client projects and tasks up to date so nothing falls through the cracks
  • Weekly CEO accountability walkthrough: surface what's due, what's behind, what needs attention
  • Send weekly milestone updates to clients and coordinate scheduling and onboarding logistics
  • Build email templates in HubSpot using Canva-designed assets and design landing page templates
  • Set up and maintain client branding kits in HubSpot across multiple accounts
  • Flag issues requiring CEO attention before they become problems
Who you are
  • Organized, detail-oriented, and proactive — you don't wait to be told what to do
  • Growth mindset: comfortable learning new tools and figuring things out
  • Solid understanding of basic marketing fundamentals (landing pages, email templates)
  • Strong work ethic — these 10 hours are productive hours
  • Someone who wants to grow with the business as it scales
Required tools
Canva Google Workspace HubSpot Clockify
Nice to have
AlignedUp
Details
  • $1,000/month flat fee · paid monthly via ACH
  • 10 hours/week · time tracked via Clockify from day one
  • Target start: June 1, 2026
  • Reports directly to CEO · high autonomy for task execution
  • Education not required — skills and work ethic matter more
$1,000/mo · contractor · 10 hrs/wk
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Job Description
Client Success Assistant
Sourced by Intentiovation Growth Collective
Marketing Agency Independent Contractor $1,000/month 10 hrs/week Remote Start: June 1, 2026
Position Overview
Employment TypeIndependent Contractor
Compensation$1,000/month (flat fee)
Time Commitment10 hours/week
Payment ScheduleMonthly via ACH
Start DateJune 1, 2026 (target)
Primary Responsibilities
Client Success & Project Accountability 60% of role
Client Communication Coordination
  • Serve as primary point of contact for client logistics
  • Manage client distribution email lists
  • Send weekly milestone updates to clients and Framework team
  • Coordinate meeting scheduling and calendar management
Client Experience Support
  • Coordinate kickoff call logistics and client onboarding coordination
  • Arrange in-person meeting details (if applicable)
  • Handle client gift/thank you coordination
  • Track client milestones and deliverable timelines
Client Portal Management
  • Review and update client portals in AlignedUp on a regular cadence
  • Ensure project statuses, tasks, and deliverables are current and accurate
  • Maintain organized documentation and templates within portals
  • Keep projects accountable — checking for up to date status
HubSpot Management
  • Keep all client projects and tasks up to date in HubSpot
  • Monitor task statuses and ensure nothing falls through the cracks
  • Support CEO in maintaining an accurate view of what's due, when, and by whom
CEO Accountability Support
  • Weekly walkthrough with CEO of client priorities and upcoming deliverables
  • Proactively surface what needs to be done and by when — don't wait to be asked
  • Help CEO stay on track with client commitments and timelines
  • End-of-week summary highlighting completed tasks, upcoming priorities, and any items needing attention
Design & Marketing Support 30% of role
Email Template & Landing Page Design
  • Build email templates in HubSpot using Canva-designed assets
  • Design email template layouts in Canva based on client branding
  • Build landing page templates (product marketing, content download, thank you pages) per client brand guidelines
  • Understand the basic mechanics of marketing pages
  • Receive direction and parameters from CEO, then execute with creative judgment
Client Branding Support
  • Set up and maintain branding kits in HubSpot for clients
  • Ensure templates and designs are consistent with each client's visual identity
  • Repurpose and adapt design assets as needed across client accounts
Administrative Support 10% of role
Weekly Reporting
  • Friday end-of-week summary to CEO
  • Highlight completed tasks, client updates, upcoming priorities
  • Flag any issues requiring owner attention
Task Coordination
  • Manage assigned project timelines and follow up on delegated items
  • Maintain organized documentation across Google Workspace
  • Flag issues requiring CEO attention before they become problems
Tools & Systems
Required Proficiency
Canva Google Workspace Gmail Google Drive Clockify
Preferred (training available)
HubSpot AlignedUp
Success Metrics
Account Management
  • 100% on-time Friday client updates
  • Client satisfaction with communication responsiveness
  • Smooth coordination of kickoffs and meetings
  • Clients feel supported and well-communicated with
Overall
  • Business owner time freed up for business development
  • Seamless delegation with minimal owner involvement
  • Proactive problem-solving and issue escalation
Working Relationship
Reporting Structure
  • Reports directly to CEO
  • Weekly check-in to align on priorities and review client status
  • Asynchronous communication via email and preferred messaging platform
Autonomy Level
  • High autonomy for executing assigned tasks
  • CEO involvement for strategic decisions and client escalations
  • Empowered to manage routine coordination and design work independently
Growth Opportunity
  • Potential to expand hours as Framework scales
  • Path to primary account manager for key clients
  • Opportunity to take on additional responsibilities as trust is established
Ready to apply? Submit your application directly through our portal.