Role Description We’re currently looking for top talent to fill the role below: - Role: Executive Assistant/ Client Support Lead - Monthly Rate: $750 - Availability: Part-time 20 hours/week - Time Zone: 10 AM to 2 PM EST To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form. What to Prepare: - English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check. - Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️ - 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification. Experience Needed/Responsibilities: - Handle day-to-day customer support and ongoing client interactions - Prepare for client calls and customer meetings - Join and gradually lead customer meetings, with the client supporting during ramp-up - Learn the software and become the main client expert for day-to-day needs - Interpret the software and manage reporting work for clients - Take over special projects and ad hoc work - Provide general administrative and right-hand-person support while the team is lean - Learn the existing processes and make sure they are followed consistently - Help oversee the India-based team’s workflow by tracking whether tasks are logged, checked, and completed before reports are uploaded - Work independently, improve processes over time, and step in proactively when direction is limited - Support other projects during slower periods as business demand fluctuates - Potentially grow into future client management / account management responsibilities if the role expands Good to have: - Able to manage a changing workload and a lean, sometimes chaotic environment - Executive assistant background - Project management background - Digital marketing background - HubSpot administration experience Requirements - Comfortable handling client-facing communication and customer meetings - Presentable and comfortable on camera - Independent and proactive; able to work well with limited direction Industry/Tools Experience - Microsoft Office / Microsoft system - Excel - Exchange - HubSpot Benefits - ✅ Competitive Salary – We recognize your skills and experience with a great compensation package. - ✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus? - ✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all! - ✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year. - ✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents. - ✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits. - ✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind. - ✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources. - ✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better! - ✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too! - ✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people. Some benefits may vary. Full details will be provided during the onboarding process.

• Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support • Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation • Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won • Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction • Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans • Forecast with discipline: Use Salesforce and Clari for precise pipeline hygiene, risk surfacing, and call accuracy; proactively course correct to protect the quarter while shaping the next • Contribute thought leadership: Mentor peers, share market/competitive insights, and inform GTM refinements (offers, packaging, playbooks)

Role Description We're looking for a service-driven Remote Client Support Specialist to help deliver an exceptional client experience within a structured, advisor-led service model. This fully remote position is perfect for someone who enjoys helping others, staying organized, and ensuring every detail is handled with care. In this role, you'll partner closely with assigned advisors to support clients throughout their experience — answering questions, coordinating details, and keeping everything on track behind the scenes. If you're professional, dependable, and thrive in a process-driven environment, this opportunity offers flexibility and long-term growth potential. What You'll Do: - Provide responsive support to clients through their assigned advisor - Answer questions and deliver clear, accurate information - Assist with scheduling, confirmations, and follow-up communication - Maintain organized client records and documentation - Ensure timely updates and a seamless overall experience Qualifications - Strong written and verbal communication skills - Customer service or administrative experience preferred (not required) - Detail-oriented and comfortable managing multiple tasks - Self-motivated and able to work independently in a remote setting - Tech-comfortable and quick to learn new systems - Must be a citizen of the US, UK, LATAM, Spain, or Australia Benefits - 100% remote flexibility - Structured training and ongoing team support - Clear systems and processes provided - Opportunity for professional growth within a collaborative environment

Role Description The Sr. Account Manager drives retention and growth through development of account strategies and business relationships with external clients. In this role, the focus will be on delivering best-in-class service to clients, leading and managing internal and external relationships, as well as developing new business from existing clients. This role operates in a fast-paced, high-visibility client environment and requires the ability to quickly assume ownership of complex accounts with minimal oversight. A key focus will be leading 1/1 readiness activities and operational project execution for a large, complex client. The ability to proactively identify client needs and establish proactive plans will be key. This role will conduct customer consultations, lead applicable negotiations, and work with internal partners to support client commitments and contractual deliverables. You’ll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. This role must be able to support Pacific Time Zone hours. Qualifications - 4+ years of external client-facing Healthcare Account Management or client implementation project management - 3+ years of project management experience (PBM/Health Plan preferred) - 3+ years of experience in tracking and planning projects, working with large data sets, and making data-driven analytical decisions - Proven solid understanding of pharmacy/PBM operations and infrastructure - Experience leading client-facing meetings, including agenda setting, facilitation, and follow-up action management - Experience with Medicare Part D and CMS regulations - Ability to support PST time zone hours - Driver’s License and access to reliable transportation Requirements - 3+ years PBM project management experience - Experience and understanding of PBM client impact reporting, root cause analysis, and full remediation - Experience developing large project timelines and driving cross-functional project teams to meet deadlines - Experience with 1/1 PBM client readiness and operational planning - Experience with Smartsheet or similar project management tools Benefits - Comprehensive benefits package - Incentive and recognition programs - Equity stock purchase - 401k contribution (all benefits are subject to eligibility requirements)