Job Description

Job Description

Decide Your Legacy is a purpose-driven coaching and consulting company helping individuals, families, and organizations build high-trust teams and transform their lives.

We’re looking for a proactive, organized, and growth-minded  Operations & Client Success Manager to help us run efficient systems, support our clients, and maintain a smooth, mission-aligned office environment.

Key Responsibilities

Operations & Systems

• Manage tools & systems (QuickBooks, CRM’s, Google Workspace, Notion, Kajabi, Zoom, etc.)
• Track metrics, process billing, and maintain accurate CRM records
• Coordinate with bookkeepers and support financial processes
• MacBook proficient

Client Support

• Greet and onboard clients with professionalism and care
• Support coaching prep, scheduling, and materials
• Organize client documents and follow up post-sessions

Office & Team Management

• Maintain office supplies and equipment
• Support hiring, onboarding, and employee reviews
• Foster a positive, productive office culture

Communication & Scheduling

• Manage calendars, emails, and client communications
• Assist with basic marketing and outreach efforts

What We’re Looking For

• 2+ years of administrative or operations experience (preferred)
• Strong organizational and communication skills
• Tech-savvy with tools like CRM, Notion, QuickBooks, Zoom, Kajabi, etc.
• Comfortable managing multiple systems and responsibilities
• Self-motivated, reliable, and eager to grow
• Bachelor’s degree in a related field (preferred)

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