Executive Assistant - Client Success Manager

Executive Assistant – Future Client Success Manager

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Executive Assistant – Future Client Success Manager

Future Leadership & Operations Pathway

Location
:
Hybrid

Type
:
Full-Time

About Vitale & Company

Vitale & Company is a leadership consulting firm dedicated to helping organizations build trust, develop strong leadership cultures, and create high-performance environments. We work with executives, teams, and organizations to unlock potential and drive meaningful impact.

We are seeking a highly organized, detail-driven, and proactive Executive Assistant – Future Client Success Manager to support the CEO, lead client coordination, and ensure operational excellence across the business. This role blends high-level executive support, client experience oversight, project coordination, and business development support.

This position is ideal for someone ambitious, driven, detail-oriented, and eager to grow into strategic operational leadership. It is intentionally designed to evolve into higher-level leadership roles, including potential advancement to Operations & Client Experience Coordinator, Business Operations Manager, Director of Strategic Initiatives, Chief of Staff or comparable strategic positions.

• Manage and optimize the CEO’s calendar with exceptional attention to detail, alignment, and priority awareness.
• Manage complex travel and scheduling logistics with precision—ensuring accurate itineraries, proactive conflict resolution, and seamless coordination of all details.
• Manage confidential communication, inboxes, and follow-through on action items.
• Prepare agendas, take notes when needed, and ensure timely, accurate follow‑up.
• Prepare professional correspondence and communication on behalf of the CEO.
• Support operational efficiency by anticipating needs, identifying gaps, and improving processes.

• Own the master calendar for all deadlines, client engagements, and company deliverables.
• Use project management tool to maintain timelines, workflows, and visibility across all projects.
• Independently manage a wide variety of projects from start to finish with minimal oversight.
• Anticipate bottlenecks, identify conflicts early, and proactively resolve issues.

• Serve as the primary point of contact for client onboarding, scheduling, and ongoing communication.
• Maintain consistent, timely follow‑through to ensure an excellent client experience.
• Manage the CRM with complete accuracy of client details, touchpoints, and next steps.
• Track commitments, session details, and deliverables to ensure seamless execution for all clients.
• Support engagement by communicating updates, next steps, and scheduling details with clarity and polish.
• Build strong, trust‑based relationships with executive clients and partners.

• Support business development through opportunity research, follow‑up, and communication.
• Assist with applications for speaking engagements, leadership events, and organizational opportunities.
• Conduct outreach to organizations and schedule introductory or discovery calls.
• Support proposal preparation, formatting, editing, and submission.

• Support logistics for leadership workshops, training programs, and client events.
• Assist with presentations, proposals, and client communication materials.
• Provide support to events and special projects as assigned by the CEO.

The right candidate will embody and excel in the following:

• Responsiveness & Urgency: Thrives in a fast‑paced, high‑expectation environment and responds quickly and professionally to evolving needs.
• Follow‑Through: Ensures nothing falls through the cracks. Closes loops, completes commitments, and maintains consistent communication.
• Attention to Detail: Holds a high bar for accuracy across scheduling, logistics, communication, and documentation.
• Strategic Thinking: Anticipates needs, identifies gaps, and brings forward recommendations—not just tasks.
• Profe…