Client Experience Project & Executive Operations Lead

Summary

Join Power Digital, a tech-enabled growth firm, as a highly organized and proactive Executive Assistant & Project Manager supporting the Client Experience (CX) team leadership. This dual role optimizes internal workflows to drive client satisfaction, increase retention, and enable cross-sell/upsell opportunities. You will manage calendars, prepare materials, track project progress, and coordinate with cross-functional teams. The ideal candidate thrives in fast-paced environments, excels in stakeholder coordination, and balances detail orientation with strategic insight. Responsibilities include executive support, project and workflow management, client retention and growth enablement, and operational support. The position requires 3+ years of experience in a relevant role, proven project management success, excellent communication skills, and proficiency in project management tools.

Requirements

• 3+ years in an executive assistant, project manager, or operational support role (agency experience preferred)
• Proven success in managing complex projects with multiple stakeholders
• Excellent written and verbal communication skills
• High proficiency in project management and productivity tools (e.g., Google Workspace, Slack, Asana)
• Detail-oriented, proactive, and solution-focused

Responsibilities

• Serve as a strategic right hand to CX leadership: manage calendars, prep for meetings, prioritize follow-ups, and ensure timely communication
• Assist in preparing materials for client QBRs, cross-functional team meetings, and executive presentations
• Handle sensitive information with confidentiality and professionalism
• Own end-to-end internal project coordination related to client retention initiatives, account health tracking, and upsell/cross-sell planning
• Build and maintain Asana task boards, timelines, and progress trackers for leadership priorities
• Coordinate with internal teams (Revenue, Strategy, Operations & People) to ensure smooth handoffs and aligned objectives
• Track and support execution of client retention efforts, including satisfaction surveys, renewal checkpoints, and milestone touchpoints
• Monitor and flag cross-sell/upsell opportunities based on client lifecycle and service gaps
• Support rollout of new CX processes that enhance client experience and retention
• Streamline team rituals (weekly syncs, quarterly planning, monthly metrics reviews) and maintain centralized documentation
• Assist in the development and dissemination of CX best practices, templates, and playbooks
• Report on team KPIs and help identify process improvement opportunities

Preferred Qualifications

Strong understanding of client lifecycle and digital marketing agency dynamics is a plus