Client Coach

About ZenPilot

ZenPilot helps agencies build more productive, profitable, and healthy teams by streamlining their operations. Our training and consulting firm has now served over 2700 agencies over the past decade!

We're a close-knit team of 16, split between the US, South America, Europe, and Asia, with 3 simple departments: Growth, Delivery, and Operations.

Our core values, documented as a reflection of the values exemplified by our team, describe the culture we've built and the kind of teammates we're searching for:

→ I am humble + hungry – I strive to be the best in the world in my role and recognize I need to constantly be growing. We’re not a “B’s get degrees” team; it’s cool to nerd out at ZenPilot.

→ I own my stuff – When I tell someone I’ll do it, it’s as good as done. I take responsibility when I mess up and handle criticism with a gracious heart.

→ I celebrate your good work – I actively look for opportunities to make other team members look good and feel good.

→ I have your back – I actively communicate and pitch in when someone needs help without needing to be asked and with no strings attached.

→ I am a systems thinker – I learn from every experience and improve outcomes by defining and refining our process. As a team, we share what we learn and improve our systems to get 1% better each day.

Aside from living out these values, our team has tons of fun together, enjoying hangouts and fun activities every other Friday. It's important to be ambitious and dedicated, but it's also important to enjoy the process!

About This Role

We are looking for a Client Coach to help our amazing agency clients overcome internal chaos so they can spend more time serving their customers and growing their businesses.

We believe that agency owners should not have to do the same thing twice. We help them overcome chaos by leading their team through a 3-step process to design their workflow, document processes inside their project management platform, and train their entire team so everyone knows how to keep the system updated.

Does that sound like a good fit for you? If so, here's what you should know:

There is a proven process for you to follow, but we want you to lead by owning the client relationship and continuing to improve that process.

You should be obsessed with helping clients find value as fast as possible, be known for over-communicating, and naturally set clear expectations and live up to those expectations.

You'll be the type of hyper-organized person who is motivated to keep everyone on schedule, on the same page, and moving forward.

We expect you to push us to improve the process, build upon what we’ve started, and invent new and better techniques.

And, most of all, you should truly enjoy helping people transform their scattered processes into an air-tight system that enables them to continue growing their businesses.

In this role, you will:

• Work directly with clients on video calls and written communication as you lead them through their client journey with ZenPilot.
• Work closely with the rest of the accounts team and our solutions team to plan, manage, and deliver world-class solutions.
• Engage with clients in our private member's community.
• Live inside ClickUp and become a ClickUp all-star so you can quickly answer client questions and configure workflows to help clients accomplish their goals.
• Run training sessions with different stakeholders inside client organizations so everyone knows how to use the tool and find the information they need to do their jobs well.
• Own the project timeline and keep everyone on pace to complete on schedule.
• Obsess over delivering a Disney and Chick-Fil-A level customer experience.
• Continue to refine and improve our delivery processes as we get better every day.

About You

You should be obsessed with helping clients find value as fast as possible, be known for over-communicating, and naturally set clear expectations and live up to those expectations.

You'll be the type of hyper-organized person who is motivated to keep everyone on schedule, on the same page, and moving forward.

We expect you to push us to improve the process, build upon what we've started, and invent new and better techniques.

And, most of all, you should truly enjoy helping people transform their scattered processes into an air-tight system that enables them to continue growing their businesses.

During the onboarding process, you will have training on the ZenPilot Proven Process, tooling, documentation, and rules of engagement and will receive guidance on how to best coach clients. However, you will be expected to hit the ground running, taking initiative and finding solutions as you go.

Qualifications:

• A genuine love for people and the ability to cultivate relationships quickly;
• Superb written communication skills;
• Meticulous attention to detail;
• Outstanding organizational and time management skills;
• Persistent positive attitude and poise under pressure;
• A high level of integrity and discretion in handling confidential information and professionalism in dealing with people at all levels;
• A knack for solving problems;
• Proven ability to work independently;
• Experience and true desire to work remotely;
• Marketing agency experience would be awesome, but not necessary;

Tech Stack Expertise:

• Most crucial: ClickUp, Slack, Zoom, and Google Workspace
• Extra credit: HubSpot, Make.com

How to Apply

We are committed to finding the top candidate for this role. Therefore, please carefully review the job description and take your time to submit a high-quality resume that stands out.

If you apply, ZenPilot will respond promptly and keep you updated throughout the process.