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Client Success Operations Executive

As a Client Success Operations Executive, you will play a key role in enabling the Client Success team to deliver a best-in-class experience to our B2B clients. This includes managing client onboarding and program configuration, supporting L&D webinar execution, and driving process improvements across our internal workflows.

Client Onboarding & Setup

  • Set up and configure new client accounts across Intellect systems (e.g. Admin Dashboard, program configuration, email drips).
  • Coordinate with internal teams to ensure timely go-live readiness.

Operational Support & Maintenance

  • Support the Client Success team in servicing active clients by making backend changes, updating employee lists, and maintaining content in the Admin Dashboard.
  • Source and coordinate local speakers for regional or localised launch webinars in collaboration with the Client Success and L&D teams.

L&D Webinar Coordination

  • Coordinate logistics and action steps for L&D webinars (e.g. MHFA, mental health workshops, webinars).
  • Provide troubleshooting support during live sessions to ensure smooth execution.
  • Liaise with internal facilitators and Client Success Managers to align on webinar needs and follow-ups.

Process Improvement

  • Identify and propose workflow improvements to enhance team efficiency and service delivery.
  • Maintain internal SOPs and templates to support scalability.
  • 1–2 years of experience in an operational, project coordination, or client servicing support role; experience in a startup or healthcare environment is a bonus.
  • Highly organised with strong attention to detail and time management.
  • Proficient in using spreadsheets (Google Sheets, Excel); bonus if experienced in automation tools or internal CRM/dashboards.
    A team player who thrives in fast-paced, collaborative environments.
  • Strong communicator who is proactive, solution-oriented, and responsive.
  • Comfortable working with ambiguity and keen to learn across cross-functional domains.
  • Work in a diverse environment with people from over 10 countries
  • A generous leave policy
  • Work flexibility
  • Medical coverage
  • Performance Bonus
  • Christmas Leave (The team takes the whole Christmas week off separate from our leave policy)
  • Birthday Leave (1 day)
  • Holidays off
  • Quarterly mental health day off
  • Mental health benefits (Premium access to our app!)
  • Work-life balance and employee wellness
  • Regular social events where we have non work-related fun
Intellect Glassdoor Company Review
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CEO of Intellect
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Heather Preu
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Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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Our vision is to empower any person in any company to continually improve, automate and grow their business. We are a technology company on a mission to offer a user-friendly, no-code development platform with industry solutions that provide busi...

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 15, 2025

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