Workflow & Task Management (ClickUp & HubSpot)

• System Administration: Serve as the primary ClickUp Admin, overseeing maintenance and ensuring all tasks are submitted and tracked to completion.
• Team Liaison: Act as the bridge between specialists and account managers, providing consistent follow-up to ensure project deadlines are met.
• Campaign Tracking: Manage the lifecycle of monthly offers and incentives, from initial graphic development to final campaign launch and updates.
• CRM Hygiene: Maintain accurate client status updates within HubSpot and Master Bandwidth trackers.

Reporting & Analytics Oversight

• Quality Control: Organize monthly and mid-month reports, verifying completion by all specialists.
• Accountability: Proactively follow up on missing data or delayed reports to ensure clients receive insights on time.
• Metric Benchmarking: Utilize industry tools (e.g., Brian Pasch’s onboarding tool) to define key metrics and benchmarks for CAMs to address during startup calls.

Co-op & Compliance Management

• Brand Alignment: Develop a deep understanding of co-op and compliance requirements for each specific brand.
• Document Control: Pull monthly co-op documents, maintain organized Google Drive folders, and handle submissions for select clients.
• Approvals: Coordinate video approvals and track submissions through to final approval, collaborating with the CAM on any necessary adjustments.

Onboarding & Financial Administration

• New Client Integration: Lead the onboarding process, including platform access setup, startup document verification, and tracking all open action items.
• Expense Accounting: Perform weekly pulls of Google Ads and Meta invoices for select clients; assist in resolving client credit card/billing issues (after 6 months of tenure).
• Continuity: Provide OOO coverage for CAMs to handle client correspondence and coordinate internal teams, ensuring no loss in momentum.