- Monitor billing platform for renewals and manage strategy session scheduling.
- Handle complex calendar management and meeting logistics for both in-person and virtual sessions.
- Track and organize tasks, action items, and resources on behalf of the founder.
- Act as a strategic gatekeeper by managing the inbox, filtering communications, and maintaining an FAQ database.
- Conduct daily outbound check-in calls with members and log feedback in the CRM.
- Clean and segment CRM data, maintain the client directory, and audit or develop new SOPs.
- Coordinate occasional travel and local event venues.
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