Team Succes & Operations Manager

About Everything Bagel Partners LLC

At Everything Bagel, we build and support breakthrough brands that disrupt categories and captivate audiences across digital, social, and beyond. Our brand team leads strategy and messaging for some of the most exciting startups and scaling companies across wellness, beauty, CPG, and education and more. We believe in brand-building that’s strategic, deeply human, and creatively fearless.

Position Overview

We are seeking a highly organized, proactive, and client-focused Team Success & Operations Manager to join our dynamic team. This role combines high-level team success responsibilities with operational management to ensure seamless workflow execution, exceptional client service, and effective internal coordination. The ideal candidate is a systems thinker, exceptional communicator, and multitasker with a passion for organization, technology, and client experience.

Key Responsibilities

Client Success Management

• Act as the primary liaison for client communication to team across email, Slack, and meetings, ensuring prompt, clear, and professional interactions.
• Attend designated meetings and document and organize key takeaways, internal action items, and follow-ups.
• Lead new client onboarding processes across all teams and platforms (Asana, Air, Slack, Google Workspace), ensuring a smooth and thorough transition.
• Maintain client onboarding materials and ensure completion of all necessary intake information.
• Oversee client request delegation and resolution by coordinating with internal departments and ensuring alignment with client expectations.
• Support interteam relationships growth through feedback loops, referral initiatives, and satisfaction reporting.
  
  

Project & Workflow Management

• Create, maintain, and optimize project workflows using Asana, Air, Slack, and Google Suite.
• Lead system and file organization efforts to ensure accessible, up-to-date resources for both internal teams and clients.
• Review client project boards regularly for status updates, approvals, and creative asset feedback.
• Monitor timelines and deliverables, ensuring deadlines are met and issues are addressed proactively.
• Oversee creative ideation processes for ads, videos, email/SMS, and UX/UI web design on a monthly basis.
  
  

Operations & Administrative Management

• Manage and coordinate calendars, meetings, and schedules for internal and client-facing sessions.
• Lead weekly all-team meetings, prepare agendas, document decisions, and follow up on outstanding items.
• Prepare and distribute weekly and monthly internal and client-facing reports.
• Support ad hoc projects and operational requests from leadership and cross-functional teams.
  
  

Documentation & Presentation

• Draft, edit, and organize key documents and internal communications.
• Develop professional presentations using Google Slides to communicate strategies, performance metrics, and project updates.
• Maintain accurate records and files across platforms to support operational transparency and efficiency.
  
  

Qualifications

• 3+ years experience in team operations or project management roles.
• Proficiency in project management tools (Asana, Air, Google Workspace, Slack).
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities with acute attention to detail.
• Experience in coordinating cross-functional teams and managing multiple priorities.
• High emotional intelligence and a customer-first mindset.
• Ability to thrive in a fast-paced, creative, and collaborative environment.
  
  

Preferred Skills

• Experience working in a digital, marketing, or creative agency setting.
• Familiarity with UX/UI principles, email marketing, and video production processes.
• Comfortable with data reporting and analytics platforms.