Job Description

Job Description

Job Description

Salary: $40,000/year

All positions are 100% remote.

We are currently hiring in the US, with the exception of Alaska, California, Colorado, the District of Columbia, Hawaii, Illinois, Iowa, Maine, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New York, North Dakota, Oregon, Rhode Island, South Dakota, Washington State, and Puerto Rico.

Job Summary:

Our Client Facing Associate-Strategist drives the success of client accounts by demonstrating a commitment to the growth of each clients business. Through intentional and proactive planning, the CFA designs and oversees project plans and process workflows that alleviate client pain points and allow clients to refocus their time on what motivates them most. The CFA ensures the designed service is delivered on time, holding clients and teammates accountable along the way. The CFA identifies trends and opportunities for new delegation strategies, forecasts potential barriers, initiates proactive solutions and seeks new automations to increase efficiencies. CFA's will need to be available and responsive from 9am - 5pm ET Monday - Friday.

THE COMPANY Delegate Solutions was founded by Emily Morgan, an entrepreneur with an innate heart for supporting entrepreneurial leaders. Our team shares these core values and lives them out each day in our work. Our collective mission is to help reshape the culture of the traditional workforce by providing entrepreneurs with strategic workforce options to help them grow more efficiently and effectively. This means you are always surrounded by a professional team of supportive, knowledgeable, dedicated help!

WHY DELEGATE? Delegate Solutions is a woman-owned company with a hard-working and self-motivated team. We offer premium-level virtual assistant services and delegation training for entrepreneurs. We tackle their distracting to-dos; create a strategic delegation plan for meeting their goals; and fully manage the virtual team assigned to their projects. At Delegate Solutions, we offer autonomy while promoting and supporting each person's unique abilities. We create freedom for people to do what they love and have a big impact!

Our company's core purpose and core values:

Core purpose: To create freedom for people to do what they love and have a big impact.

Core Values:

• Innate Spirit of Helping Others - We are intentional and thoughtful when giving help and support. We step in anywhere we know that we can add value
• Enthusiasm for Excellence - We bring more than just a positive attitude; we invest our time and energy and develop a genuine enthusiasm for the clients that we work with and their businesses
• Support and Respectfully Challenge One Another - We create an environment where we encourage support and respectfully challenge one another to make our most impactful contribution as teammates
• We Do What We Say - We proactively create a culture of accountability that produces alignment and results amongst our team and for our clients
• Professional Authenticity - We believe in solution-oriented, thoughtful feedback. We give and receive information in an open, honest, and gracious way

Key Competencies Skills/Qualifications:

Project planning, process design, project oversight and tracking, managing workflows, designing strategies for better time management, enthusiasm for supporting growing business owners, strong work ethic, managing accountability, exceptional communication skills, strong technical background, experience managing relationships and delegating work, strong organizer and planner, customer service, delegation and process improvement, problem-solving, time management, analyzing information, developing standards, professional writing skills, scheduling, G-Suite skills, verbal communication, excellent learner with the ability to listen and understand, and execute complex written and verbal instructions.

Demonstrated Abilities In:

• Virtual work environment
• Managing multiple accounts, timelines and projects
• Proactively identifying trends and opportunities for growth
• Managing resources
  
• Critical thinking and strategic planning
• Relationship building long-term relationships
• Working on teams and in a professional environment
• GSuite, internet, and technology savvy
• Must have own computer with antivirus software and office high-speed internet connection
  

Job Responsibilities:

• Ensures account success, retention and satisfaction, growing the client lifespan
• Manage multiple accounts throughout the day
• Oversees all Project Management, Process, and System Design for accounts

• Customizes, develops and manages project plans, processes, and systems around client priorities and goals
• Monitors progress of project plans, processes, and systems from start to finish
• Ensures designed service is delivered on time
• Forecasts potential project barriers and initiates proactive solutions to overcome them
• Identifies delegation and automation strategies to free up team and clients time
• Responsible for Action Plan progression and overall accountability
• Keeps the client focused and organized on key business initiatives and goals
• Hosts and facilitates Weekly Accountability Calls (with both the client and Implementer)
• Implements and uses delegation tools when applicable
• Hosts and facilitates weekly Tandem Planning Calls with account partner
• Reviews and updates client files and processes regularly
• Directs the Implementer in the development of SOPs
• Promotes collaboration with the Implementer to achieve goals and deliverables during busy periods
• Monitors client time/usage
• Availability during business hours via Slack/phone/Zoom
• Checks on each account (including inbox/Asana/Slack and project work) 2x a day
• Helps nurture and develop new team members via shadowing and mentorship
• Represents the Delegates brand and core values in every interaction

Delegate Solutions utilizes E-Verify to confirm employment eligibility and is an Equal Opportunity Employer.

Benefits: PTO, Health Insurance Plan, 401k, Short-Term / Long-Term Disability Insurance, Supplemental Life Insurance, 100% Work from Home, Professional Development Opportunities

Salary: $40,000 annually, salaried

If you would like the opportunity to be part of a close-knit, results-oriented company with a responsible, transparent, and healthy leadership team environment, apply to Delegate Solutions today!

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