Executive Assistant (Ops & Client Success)

ROLE SUMMARY

ABOUT THE COMPANY

UnlockTheROI is a sales acceleration agency that helps founders land clients, refine their sales processes, and scale their businesses with confidence. By combining expert guidance with structured systems and automation, UnlockTheROI provides business owners with the tools they need to consistently generate revenue and optimize operations. From securing the first 10 clients to building a repeatable and scalable client acquisition system, the company supports entrepreneurs at the early stage of their growth journey.

ABOUT THE ROLE

The Executive Assistant is a key partner to the CEO and plays a vital role in keeping the business and its clients running smoothly. This role ensures that day-to-day operations are handled with excellence, clients stay engaged and happy, and the CEO can focus on high-leverage work. In addition to managing workflows and internal systems, this person will also play a frontline role in maintaining strong client relationships and operational consistency.

This is a unique opportunity to work directly with an experienced entrepreneur in a fast-growing company. You'll get hands-on experience in client success, process automation, executive support, and more — all while contributing meaningfully to a mission-driven business that helps founders grow.

This position is perfect for someone who:

✅ Loves supporting high-performing founders behind the scenes

✅ Is highly detail-oriented and thrives in a structured, system-driven environment

✅ Can follow SOPs exactly — and also knows when to improve them

✅ Enjoys building strong client relationships and spotting red flags early

✅ Is comfortable balancing both executive support and client success responsibilities

✅ Wants to be in a long-term role where they can grow with the company

ABOUT THE COMPANY VALUES

UnlockTheROI doesn’t just look for experience—they look for alignment. Their culture is built around a set of core values that define how the team operates, makes decisions, and shows up every day. These aren’t just internal mottos—they’re used to guide hiring, promotions, and daily execution. These values are summed up in the acronym S.P.A.C.E.

⚡ Speed to Inputs: We keep momentum high. No wasted time on low-leverage tasks, no bottlenecks—just action.

🔨 Power Through: We hammer because we know that anything worthwhile takes real, concentrated effort to achieve. Long, boring, hard work isn’t a hurdle—it’s the path.

✅ Absolute Accountability: Blame and finger pointing have no home here. We understand that success is measured by results (like the KPIs we each own).

🧗 Continuous Feedback: We embrace feedback–both praise and critical–and practice it as a skill because it is required for growth.

🎯 Easy Peasy: We put extra effort in to remove unneeded steps, friction, or bloat—for ourselves and our clients.

ROLE RESPONSIBILITIES

CLIENT SUCCESS & RETENTION

Champion the client journey by maximizing engagement, reducing churn, and creating memorable moments throughout the program.

• Serve as the main point of contact for client communication, onboarding, and ongoing support.
• Proactively send personalized messages, milestone nudges, and check-in reminders to guide client progress.
• Coordinate onboarding calls and periodic check-ins to set expectations, answer questions, and help clients stay on track.
• Monitor engagement across platforms (e.g., Skool, ConvertKit) and flag clients at risk of disengagement.
• Implement and manage simple systems for collecting and resolving support inquiries (e.g., usage questions, troubleshooting, and billing issues).
• Manage and optimize value-driven initiatives such as the Founder Fuel newsletter and milestone-based challenges.
• Track client participation in challenges and community programs, and follow through on related actions.
• Set up and maintain basic systems to collect client sentiment (e.g., NPS or CSAT surveys).
• Coordinate client recognition efforts by sending milestone rewards, such as branded swag for hitting key achievements.

EMAIL, CALENDAR & COMMUNICATION SUPPORT

Ensure the CEO’s time and communication channels are optimized for productivity.

• Manage and prioritize email inboxes, flagging action items and drafting replies when needed.
• Maintain and update the CEO’s calendar, ensuring strategic use of time and preferred meeting buffers.
• Schedule meetings and send reminders or follow-ups as needed.
• Draft and send communications on behalf of the CEO when appropriate.

OPERATIONAL SUPPORT & SOP MANAGEMENT

Keep internal operations smooth and consistent by managing and evolving the company’s SOPs.

• Follow existing SOPs with precision to ensure task consistency.
• Update and improve SOPs when processes change or inefficiencies are found.
• Suggest optimizations to workflows or systems where relevant.
• Maintain accurate records and task documentation.

PERSONAL ASSISTANCE TO THE CEO

Provide light personal admin support to ensure the CEO stays focused and organized.

• Book personal appointments (e.g., travel, wellness, errands) as requested.
• Send reminders for personal commitments or calendar events.
• Handle small personal tasks that help reduce mental load.

Although the responsibilities outlined above will form the core focus of your role, please note that your hiring manager may assign additional relevant tasks as needed to align with the evolving objectives of your position and the overall goals of our business.

ROLE QUALIFICATIONS

REQUIRED QUALIFICATIONS

• Experienced in delivering top-notch customer service
• Background in client-facing roles focused on relationship management and customer success
• Confident leading Zoom/video calls and managing client conversations independently
• Able to identify early signs of churn and proactively take steps to retain clients
• Experience in an Executive Assistant, Virtual Assistant, or similar support role
• Experience managing customer retention, billing questions, or support tickets
• Strong organizational and time-management skills
• Able to communicate professionally with clients and internal stakeholders
• Comfortable working in tools like Google Suite, Slack, Zapier, and task managers
• Follows instructions and SOPs with high accuracy
• Able to identify when a process isn't working and suggest improvements
• Experience managing multiple tasks and priorities at once
• Must have own webcam, microphone, and computer (relevant software and subscriptions provided)
• Excellent English verbal and written language proficiency (C1-C2 in CEFR Scale)
• Access to a quiet work area at home with reliable internet (50 Mbps or more)

PREFERRED ("NICE-TO-HAVE") QUALIFICATIONS

• Background in coaching, consulting, or client service environments
• Familiarity with CRMs, online course platforms, and community tools
• Demonstrated experience updating or optimizing SOPs and internal systems
• Experience with customer sentiment system setup and management (NPS, CSAT, etc.).

ROLE SPECIFICATIONS

• Base Salary: Q9,000 base salary.
• Role type: Full-time.
  
• Location: Guatemala (Remote - Work from home).
• Schedule: Monday to Friday: 9:00 AM - 6:00 PM EST + 1 hr. on Saturdays to sync calendars with CEO.

RECRUITING PROCESS

• Application / Screening: When you apply for this position, we will ask you a short questionnaire to get to know you a little bit better and ask you for some additional inputs to see if you qualify for the position. In addition, we will ask you to complete a short psychometric evaluation and a short English proficiency assessment. The idea is to explore if this is a good fit before moving forward.

• Skills Assessment: You will be asked to complete a few exercises and/or projects designed to recreate the work tasks that you will be responsible for if you are given the role. This helps us gauge your skill level as well as give you a better idea of the required work.

• Skills Assessment Interview: This is a 60 min - 90 min conversation where we further test your skills, learn about your previous working experiences, and evaluate culture fit to the role and company.

• Hiring Manager Final Interview: This is a 30 min - 60 min conversation with the position’s Hiring Manager (and potentially a few company team members) to get to know you better and to set the expectations and vision for the role.

The entire process usually takes anywhere between 2-4 weeks to complete depending on the seniority of the position.

CONTACT US

If you have any questions or run into any complications while submitting your application, please reach out to:

carlos.escobar@trymeteor.com

+502 5389 9183