Description

Key Responsibilities

1. Meeting & Communication Management

• Schedule and coordinate meetings based on:
  
  • Portfolio Managers’ availability
  • Customer time zones and preferences.
• Prepare and attach clear agendas to all prospect, customer, and internal meetings
• Attend prospect and customer calls as required and ensure calls are recorded
• Capture detailed meeting notes, key takeaways, and next steps
• Share summarized action items with:
  
  • Portfolio Managers
  • Service Delivery Team
  • Customer Success Managers (CSMs)

2. Email & Inbox Operations

• Monitor and manage shared inboxes or delegated inbox access
• Read, respond to, and triage emails on behalf of Portfolio Managers where appropriate
• Apply priority flags, stars, and labels consistently
• Ensure inbox hygiene by filing emails into correct folders
• Ensure no emails are left unaddressed or missed

3. CRM (HubSpot) Ownership & Data Accuracy

• Maintain daily updates in HubSpot, including:
  
  • Contacts
  • Companies
  • Deals
  • Call notes and meeting summaries
• Ensure accurate status tracking for:
  
  • Active customers
  • Past customers
  • Upcoming prospects
• Flag potential new customers or expansion opportunities to Portfolio Managers and Service Delivery
• Ensure CRM data is clean, complete, and reliable for reporting and decision-making

4. Onboarding & Client Setup Coordination

• Coordinate onboarding logistics between:
  
  • Portfolio Managers
  • Customers
  • Service Delivery Team
  • CSMs
• Track onboarding steps and ensure all required setup activities are completed
• Support smooth handoffs from sales to service delivery

5. File, Drive & Documentation Management

• Create and maintain Google Drive folder structures for customers and projects
• Grant appropriate access to:
  
  • Portfolio Managers
  • Service Delivery
  • CSMs
  • Project Managers
• Upload and organize recorded calls and related documents
• Maintain trackers and documentation within the Portfolio Management Monday Board, including:
  
  • Delegated by
  • Files shared
  • Status updates
  • Notes and progress

6. Cross-Team Communication & Enablement

• Proactively notify Service Delivery teams of:
  
  • New or upcoming customers
  • Key changes, risks, or concerns discussed in meetings
• Act as a communication bridge between:
  
  • Portfolio Management
  • Service Delivery
  • CSMs
  • Internal stakeholders
• Ensure follow-ups and action items are not dropped

Required Skills & Experience

• 1-2 years of experience in:
  
  • Business support
  • Operations support
  • Virtual assistance
  • Account or customer operations
• Strong working experience with:
  • Google Workspace (Calendar, Docs, Drive, Sheets)
  • CRM systems (HubSpot preferred)
  • Project or task management tools (Monday.com preferred)
• Excellent written and verbal communication skills in English
• Strong attention to detail and organizational discipline
• Ability to manage multiple priorities and stakeholders simultaneously
• Comfortable working in a fast-paced, client-facing environment (backend support role)

Why us:

- Fully sponsored thrice-a-week lunches.

- Bi-annual festival bonuses as per local regulation.

-Be part of a fast-growing international marketing agency serving North American clients.

-Competitive compensation packages tied to performance KPIs, with more employee perks in development.

-Work in a high-performance, fun, and politics-free environment.

-Collaborate closely with leadership and cross-functional teams.

-Gain exposure to global marketing standards and best practices.

-Grow your career in an organization that values ownership, ideas, and continuous learning.

-Make a visible impact as we scale and strengthen our presence in Bangladesh.