Customer Success & Automations VA
Philippines / South Africa / Kenya
VA/EA – Operations /
Customer Success/ Automations / Virtual Executive Assistant / Part-Time /
Remote
The role
Be the operational partner to our Senior Manager of Coaching. You’ll set up and maintain client automations, onboard clients, and walk them through tools live on Zoom (1:1 and group). You’re calm, client-facing, and process-driven with enough tech fluency to own “how it works” end-to-end.
What you’ll do
● Client onboarding & success ○ Set up client accounts/workspaces, templates, and automations per playbook.
○ Host live Zooms to demo workflows, troubleshoot, and ensure activation.
○ Track milestones, renewals and client health; flag risks early.
● Automation ops
○ Implement/update simple automations (email sequences, tags, lists, triggers).
○ Document SOPs and maintain clean records across systems.
● Collaboration
○ Work closely with the Senior Manager of Coaching; keep them informed with crisp notes, next steps and risks.
○ Capture client feedback → propose improvements to flows and FAQs.
Must-haves
● Client-facing confidence on Zoom (clear English, steady facilitation).
● Proven customer success / onboarding experience for a SaaS, services, or coaching org.
● Comfortable configuring marketing/sales automations (e.g., Instantly or similar; basic tags/lists/sequences; integrations).
● Strong organization (docs, checklists, follow-ups) and dependable execution in ET hours.
Nice-to-haves
● Familiarity with LinkedIn workflow tooling, CRM basics (HubSpot/GoHighLevel/Pipedrive), Slack, Google Workspace, Calendly, Zoom.
● Experience supporting coaching/education or professional-services customers.
KPIs
● Onboarding completion rate & time-to-activation, CSAT/NPS, issue resolution time, SOP accuracy.
$500 - $700 a month
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$300 tenure bonus every 6 months
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
