Executive Assistant, Client Success & Strategic Operations Lead

Chief of Staff Pathway Reports to: Founder / CEO Works Closely With: • Program Manager & Events Coordinator • Media & Audience Growth Manager Location: Hybrid or Remote Type: Full-time (preferred) PURPOSE OF THE ROLE The Executive Assistant, Client Success & Strategic Operations Lead exists to maximize founder leverage by ensuring time, attention, relationships, and opportunities are aligned with mission-critical, revenue-generating priorities. This role is designed to evolve into a Chief of Staff–type position and serves as a selective relational connector, not a gatekeeper. Your work will help the Founder: • Stay focused on high-impact leadership activities • Deepen connection with the right people • Grow mission-aligned communities and programs • Convert meaningful relationships into long-term engagement CORE ORIENTATION: SELECTIVE CONNECTOR, NOT GATEKEEPER This role does not block access. It curates access. The person in this role is responsible for: • Helping the CEO connect with the right people • Ensuring relational energy is invested where it advances the mission • Creating clarity around who deserves time, attention, and follow-up You will think in terms of: Alignment, readiness, and long-term relationship value. CORE PRIORITIES — IN ORDER 1. Mission-Aligned Revenue Generation 2. CEO Focus & Strategic Leverage 3. Client & Relationship Excellence 4. Operational Alignment Across Roles CORE RESPONSIBILITIES 1. Mission-Aligned Growth & Revenue Support This is an explicit priority of the role. Understand the business model and growth goals for: • Next Level • The Path • ShortTrack CBA Program • Client engagements and projects Help prioritize activities that: • Bring new people into the Next Level community • Increase Path participation • Attract and support qualified Short Track advisors • Drive client engagement and depth Track and support: • Strategic conversations • Warm leads • Referral pathways Ensure follow-up is timely, thoughtful, and aligned with the mission. This role ensures good conversations don’t die from inattention. 2. Founder Time, Energy & Focus Optimization • Manage and curate the Founder’s calendar • Protect time for: * Teaching * Thought leadership * Content creation * Strategic relationship development * Advisor training • Reduce reactive scheduling and distraction • Prepare briefings so the CEO is always context-ready This role protects clarity, not just availability. 3. Strategic Relationship & Inbox Management • Monitor, organize, and manage the CEO’s inbox • Respond on behalf of the CEO where appropriate • Draft responses for review when needed Prioritize email s related to: • Revenue-generating opportunities • Mission-aligned relationships • Program growth and advisor development • Escalate sensitive or urgent matters appropriately This role turns the inbox into a relationship intelligence system, not a stress source. 4. Client Success & Engagement — Non-Program Work Coordinate and support: • Coaching • Assessment Reviews • Advisory Work • Proposal Generation Ensure every client interaction feels: • Prepared • Personal • Intentional Additional responsibilities include: • Capture and organize notes, insights, and commitments • Maintain continuity across sessions and engagements by updating client notes as needed 5. Cross-Role Alignment & Strategic Communication Work closely with the Program Manager to: • Align 1:1s, cohorts, and relational priorities • Ensure member connection supports retention and depth Coordinate with the Media Manager to: • Surface mission-aligned stories and themes, with discretion • Protect confidentiality and message integrity Additionally: • Identify misalignment early and recommend course correction This role ensures people, message, and operations move together. HOW THIS ROLE CONNECTS TO THE MISSION The person in this role understands that their work: • Creates more opportunitie