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Customer Delivery Lead

Salary undisclosed

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Flowstate is a dedicated email & marketing automation agency. Our focus is purely on email, and as a result, we are exceptional at creating incredible email experiences for our clients.

Based in Melbourne, Australia, we currently have a team of 20 staff & contractors, each of whom are dedicated to a particular job to deliver amazing emails. The team’s skills include scripting, design, technical integrations, strategy, reporting & project management.

We are entering a period of rapid growth & expansion, and as such, are looking to recruit key team members who can help our clients & grow with our business.

Our business is highly systemised and we expect all staff to be comfortable working within very structured processes. The advantage of this approach, you know exactly what is expected from your role & how to complete task to a high standard. Staff who thrive in our team, embrace systems thinking.

About the role:

We’re looking for an experienced Customer Delivery Lead to manage customer relationships, oversee project execution, and streamline internal processes. If you have 5+ years of experience in Customer Success or Project Management within an agency environment, we want to hear from you!

Key Responsibilities

Project Management for Customers:

Manage end-to-end onboarding of new clients and employees, ensuring a smooth experience.

Conduct initial walkthroughs for tools and processes (e.g., Asana, Slack).

Prepare and distribute onboarding materials and documentation.

Offboard clients/employees with full handover of assets, access, and documentation.

Create and manage all projects in Asana, ensuring it’s all setup before the kick off call

Set up and maintain internal and external Slack channels. Ensure relevant team members are added to the appropriate channels.

Facilitate clear communication between internal teams and external clients.

Setup an internal Kick off meeting

Administrative & Support Tasks:

Provide administrative support to ensure smooth daily operations, including scheduling meetings, managing emails, and handling customer service tasks as needed.

Support internal teams by handling administrative tasks related to project execution, ensuring that all team members have the necessary resources and information.

Help streamline internal workflows and maintain organised records for ongoing and completed projects.

Manage general office tasks, including coordinating team schedules, managing invoices, and ensuring that needed resources are available.

Creation of SOP’s in Notion

Customer and Staff onboarding and offboarding

Executive Assistant Task

Monitor and manage the Head of Delivery’s inbox to ensure timely responses.

Triage emails by prioritising urgent matters, categorising messages, and flagging action items.

Draft, reply, or delegate emails as appropriate on behalf of the Head of Delivery.

Regularly clean up the inbox to maintain organization and easy retrieval of information.

Manage the Head of Delivery’s calendar to ensure efficient scheduling of meetings and appointments.

Schedule, accept, decline, or delegate meeting requests based on priorities and availability.

Proactively resolve scheduling conflicts and ensure adequate prep time is allocated for meetings.

Send calendar reminders and ensure meeting links, agendas, and materials are readily accessible.

Creation of Asana customer cards

Other Task

Provide support to EMC team when needed.

Requirements:

5+ years of experience in Customer Success or Project Management within an agency.

Proven ability to manage customer relationships and project workflows effectively.

Strong organizational skills with experience using Asana, Slack, and Notion.

Excellent communication skills to engage with customers and internal teams.

Ability to work independently, prioritize tasks, and handle multiple projects.

Experience in process documentation and optimizing workflows.

Education:

Bachelor's degree in Marketing, Management, Communications, or a related field (preferred)

  • If you have a passion for project management and customer-related work you are looking to join a dynamic team at a growing company, we encourage you to apply for this opportunity at Flowstate.

Flowstate is a dedicated email & marketing automation agency. Our focus is purely on email, and as a result, we are exceptional at creating incredible email experiences for our clients.

Based in Melbourne, Australia, we currently have a team of 20 staff & contractors, each of whom are dedicated to a particular job to deliver amazing emails. The team’s skills include scripting, design, technical integrations, strategy, reporting & project management.

We are entering a period of rapid growth & expansion, and as such, are looking to recruit key team members who can help our clients & grow with our business.

Our business is highly systemised and we expect all staff to be comfortable working within very structured processes. The advantage of this approach, you know exactly what is expected from your role & how to complete task to a high standard. Staff who thrive in our team, embrace systems thinking.

About the role:

We’re looking for an experienced Customer Delivery Lead to manage customer relationships, oversee project execution, and streamline internal processes. If you have 5+ years of experience in Customer Success or Project Management within an agency environment, we want to hear from you!

Key Responsibilities

Project Management for Customers:

Manage end-to-end onboarding of new clients and employees, ensuring a smooth experience.

Conduct initial walkthroughs for tools and processes (e.g., Asana, Slack).

Prepare and distribute onboarding materials and documentation.

Offboard clients/employees with full handover of assets, access, and documentation.

Create and manage all projects in Asana, ensuring it’s all setup before the kick off call

Set up and maintain internal and external Slack channels. Ensure relevant team members are added to the appropriate channels.

Facilitate clear communication between internal teams and external clients.

Setup an internal Kick off meeting

Administrative & Support Tasks:

Provide administrative support to ensure smooth daily operations, including scheduling meetings, managing emails, and handling customer service tasks as needed.

Support internal teams by handling administrative tasks related to project execution, ensuring that all team members have the necessary resources and information.

Help streamline internal workflows and maintain organised records for ongoing and completed projects.

Manage general office tasks, including coordinating team schedules, managing invoices, and ensuring that needed resources are available.

Creation of SOP’s in Notion

Customer and Staff onboarding and offboarding

Executive Assistant Task

Monitor and manage the Head of Delivery’s inbox to ensure timely responses.

Triage emails by prioritising urgent matters, categorising messages, and flagging action items.

Draft, reply, or delegate emails as appropriate on behalf of the Head of Delivery.

Regularly clean up the inbox to maintain organization and easy retrieval of information.

Manage the Head of Delivery’s calendar to ensure efficient scheduling of meetings and appointments.

Schedule, accept, decline, or delegate meeting requests based on priorities and availability.

Proactively resolve scheduling conflicts and ensure adequate prep time is allocated for meetings.

Send calendar reminders and ensure meeting links, agendas, and materials are readily accessible.

Creation of Asana customer cards

Other Task

Provide support to EMC team when needed.

Requirements:

5+ years of experience in Customer Success or Project Management within an agency.

Proven ability to manage customer relationships and project workflows effectively.

Strong organizational skills with experience using Asana, Slack, and Notion.

Excellent communication skills to engage with customers and internal teams.

Ability to work independently, prioritize tasks, and handle multiple projects.

Experience in process documentation and optimizing workflows.

Education:

Bachelor's degree in Marketing, Management, Communications, or a related field (preferred)

  • If you have a passion for project management and customer-related work you are looking to join a dynamic team at a growing company, we encourage you to apply for this opportunity at Flowstate.