Client Success & Operations Specialist
Top Benefits
About the role
We are seeking a Client Success & Operations Strategist (in other companies this person could hold the title of Client Coordinator, Office Administrator, or Executive Assistant), who thrives in a dynamic environment supporting operations, administration, and client engagement.
You will support key operational areas of the business while also working closely with company leadership and clients. The ideal candidate is comfortable interacting with clients, managing internal logistics, coordinating communications, and proactively ensuring the business runs smoothly day-to-day.
This is a high-impact role with many advancement opportunities including a clear path to becoming a vCIO (Virtual Chief Information Officer) — one of our company’s most strategic client-facing leadership positions. You will gain broad exposure across departments, while building toward a leadership role in client management.
Key Responsibilities
Client Engagement & Account Support
- Assist vCIOs with vendor communications, research, and procurement of hardware and software for clients
- Maintain accurate and well-organized documentation for client environments and communications
- Contact clients via phone and email to resolve inquiries and obtain missing information
- Assist with client invoice reconciliation and billing accuracy
- Begin managing small client accounts under the guidance of a senior vCIO
- Learn the responsibilities and expectations of a vCIO with the goal of internal promotion
Office Operations & Administration
- Answer and route incoming phone calls to appropriate team members or departments
- Take and deliver accurate phone messages when necessary
- Assist with the preparation, formatting, and coordination of internal documents, reports, and meeting materials
- Manage office setup and logistics for meetings, internal events, and company functions
- Maintain a clean, organized, and professional office environment
- Coordinate printing, shipping, and other administrative needs
Executive & Leadership Support
- Provide administrative support to the President
- Assist with internal project coordination and follow-up on cross-departmental action items
- Help prepare leadership communications and meeting materials
- Serve as an operational support partner for executive-driven initiatives
Marketing & Client Communication Support
- Plan, script, and coordinate the monthly video-based service bulletin sent to clients
- Assist in the execution of local marketing and sales initiatives, such as trade show booths, branded materials, and vendor event support
- Help organize and deliver client-facing communication pieces in partnership with marketing and leadership teams
Internal Culture & Staff Events
- Plan and coordinate internal staff events, seasonal parties, and employee engagement activities
- Support internal communications and employee announcements as needed
Physical Requirements:
Must be able to work in-office in Port Coquitlam, BC and perform standard office functions (sitting, typing, phone use, light lifting).
Join ActiveCo and Customize Your Benefits:
At ActiveCo, we understand that your needs are unique, which is why we offer you the flexibility to design a benefits package that suits you best. When you join our team, you'll have access to:
- Flexible Vacation Policy
- Professional Development Fund
- Personalized Health and Dental Coverage
- Fully remote schedule
- Dynamic Company Culture
We prioritize your well-being and growth. Join us and create a benefits package that reflects your priorities and aspirations, putting you in control of your future.
Salary:
CAD 38,000 - 50,000 Depending on experience, skills and competencies.
Who We are:
At New Charter, we’re building a caliber of business the IT industry hasn’t yet seen. We are Serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world.
At New Charter Technologies, we’re investing in our people – through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies. ( Please note: Every application submitted through Workday is reviewed by a real person, not an AI. We value your time and take each submission seriously.)
Our teams are dedicated to pioneering breakthrough technologies, disruptive solutions, and transformative strategies. We’re the architects of change, fostering an environment where bold ideas take flight, and creativity knows no bounds. At New Charter Technologies, we’ve embraced the idea that every individual brings something special to the table. Our foundation is based on the belief that each team member plays a crucial role in our collective success. Ready to be part of a dynamic and supportive community where your unique skills and personality shine? We’re on a mission to make a difference, and we want you to be part of the story. Let’s transform the world together and build a career that’s as unique as you are!
We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today! Learn more here: Why New Charter .
New Charter Technologies is committ e d to cr e ating an inclusiv e e nvironm e nt and is proud to b e an e qual opportunity e mploy er. New Charter re cruits, e mploys, trains, comp e nsat e s, and promot e s r e gardl e ss of rac e , color, r e ligion, s e x, s e xual ori e ntation, g e nd e r id e ntity, national origin, v e t eran, or disability status.
About New Charter Technologies
New Charter Technologies offers the best of both worlds: locally delivered IT solutions supported by a nationwide team. We blend our local community and market know-how with industry-leading scale to provide IT services that can grow with you, including advanced cybersecurity, 24/7 IT support, co-managed IT, project work, strategic consulting, or fully outsourced IT.
For MSP founders and leaders, New Charter offers an opportunity to continue running the business you've built while receiving investment and support that will help your business grow. We help qualified MSPs monetize what they’ve built, prioritize people, and protect their legacy. With New Charter, founders run their own companies while also participating in the leadership team of an organization that is a dominant player in the industry.
Client Success & Operations Specialist
Top Benefits
About the role
We are seeking a Client Success & Operations Strategist (in other companies this person could hold the title of Client Coordinator, Office Administrator, or Executive Assistant), who thrives in a dynamic environment supporting operations, administration, and client engagement.
You will support key operational areas of the business while also working closely with company leadership and clients. The ideal candidate is comfortable interacting with clients, managing internal logistics, coordinating communications, and proactively ensuring the business runs smoothly day-to-day.
This is a high-impact role with many advancement opportunities including a clear path to becoming a vCIO (Virtual Chief Information Officer) — one of our company’s most strategic client-facing leadership positions. You will gain broad exposure across departments, while building toward a leadership role in client management.
Key Responsibilities
Client Engagement & Account Support
- Assist vCIOs with vendor communications, research, and procurement of hardware and software for clients
- Maintain accurate and well-organized documentation for client environments and communications
- Contact clients via phone and email to resolve inquiries and obtain missing information
- Assist with client invoice reconciliation and billing accuracy
- Begin managing small client accounts under the guidance of a senior vCIO
- Learn the responsibilities and expectations of a vCIO with the goal of internal promotion
Office Operations & Administration
- Answer and route incoming phone calls to appropriate team members or departments
- Take and deliver accurate phone messages when necessary
- Assist with the preparation, formatting, and coordination of internal documents, reports, and meeting materials
- Manage office setup and logistics for meetings, internal events, and company functions
- Maintain a clean, organized, and professional office environment
- Coordinate printing, shipping, and other administrative needs
Executive & Leadership Support
- Provide administrative support to the President
- Assist with internal project coordination and follow-up on cross-departmental action items
- Help prepare leadership communications and meeting materials
- Serve as an operational support partner for executive-driven initiatives
Marketing & Client Communication Support
- Plan, script, and coordinate the monthly video-based service bulletin sent to clients
- Assist in the execution of local marketing and sales initiatives, such as trade show booths, branded materials, and vendor event support
- Help organize and deliver client-facing communication pieces in partnership with marketing and leadership teams
Internal Culture & Staff Events
- Plan and coordinate internal staff events, seasonal parties, and employee engagement activities
- Support internal communications and employee announcements as needed
Physical Requirements:
Must be able to work in-office in Port Coquitlam, BC and perform standard office functions (sitting, typing, phone use, light lifting).
Join ActiveCo and Customize Your Benefits:
At ActiveCo, we understand that your needs are unique, which is why we offer you the flexibility to design a benefits package that suits you best. When you join our team, you'll have access to:
- Flexible Vacation Policy
- Professional Development Fund
- Personalized Health and Dental Coverage
- Fully remote schedule
- Dynamic Company Culture
We prioritize your well-being and growth. Join us and create a benefits package that reflects your priorities and aspirations, putting you in control of your future.
Salary:
CAD 38,000 - 50,000 Depending on experience, skills and competencies.
Who We are:
At New Charter, we’re building a caliber of business the IT industry hasn’t yet seen. We are Serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world.
At New Charter Technologies, we’re investing in our people – through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies. ( Please note: Every application submitted through Workday is reviewed by a real person, not an AI. We value your time and take each submission seriously.)
Our teams are dedicated to pioneering breakthrough technologies, disruptive solutions, and transformative strategies. We’re the architects of change, fostering an environment where bold ideas take flight, and creativity knows no bounds. At New Charter Technologies, we’ve embraced the idea that every individual brings something special to the table. Our foundation is based on the belief that each team member plays a crucial role in our collective success. Ready to be part of a dynamic and supportive community where your unique skills and personality shine? We’re on a mission to make a difference, and we want you to be part of the story. Let’s transform the world together and build a career that’s as unique as you are!
We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today! Learn more here: Why New Charter .
New Charter Technologies is committ e d to cr e ating an inclusiv e e nvironm e nt and is proud to b e an e qual opportunity e mploy er. New Charter re cruits, e mploys, trains, comp e nsat e s, and promot e s r e gardl e ss of rac e , color, r e ligion, s e x, s e xual ori e ntation, g e nd e r id e ntity, national origin, v e t eran, or disability status.
About New Charter Technologies
New Charter Technologies offers the best of both worlds: locally delivered IT solutions supported by a nationwide team. We blend our local community and market know-how with industry-leading scale to provide IT services that can grow with you, including advanced cybersecurity, 24/7 IT support, co-managed IT, project work, strategic consulting, or fully outsourced IT.
For MSP founders and leaders, New Charter offers an opportunity to continue running the business you've built while receiving investment and support that will help your business grow. We help qualified MSPs monetize what they’ve built, prioritize people, and protect their legacy. With New Charter, founders run their own companies while also participating in the leadership team of an organization that is a dominant player in the industry.