Account Operations Executive

• Manage the day-to-day scheduling of group activities for clients.
• Implement workforce planning best practices and improve scheduling processes and workforce utilization.
• Support adoption and optimization of scheduling and workforce planning systems.
• Gather client requirements for workshops and group events.
• Coordinate clinicians, clients, counselling sessions, group sessions, and event logistics.
• Maintain clinician availability on the Digital Therapy platform backend.
• Send workshop details and meeting links to client contacts.
• Escalate booking logistics issues to the Service Delivery Manager.
• Track schedule details in shared documents and ensure consistency and accuracy.
• Run Digital Therapy platform reports, collect clinical team data, and prepare operational performance and productivity reports.
• Collaborate on monthly and quarterly business reports and record report delivery in the central client database.
• Translate workforce data into operational and business performance insights.
• Support onboarding for large-scale programs and smaller engagements.
• Capture new-client service information and configure backend systems for client companies and clinicians.
• Provide first-line support for scheduling enquiries.
• Prepare client Launch days, including marketing and communication packages, user guides, and clinician information.
• Respond to client queries in HubSpot and engage relevant internal stakeholders.
• Record client communications, assigned clinicians, and important account activities.
• Work collaboratively within the team to provide excellent client service and uphold Zevo’s values.

• 3+ years of experience in business support roles, with a strong focus on customer success, communications and working with data.
• Proven experience in workforce planning and the effective use or implementation of scheduling tools and best practices.
• Strong experience working with AI Tools.
• Strong analytical skills with the ability to interpret data, identify trends, and provide actionable workforce insights.
• Confident engaging and communicating with clients, both oral and written, with the ability to lead meetings both with clients and internal teams.
• Exceptional organizational skills, strong attention to detail, and the ability to manage multiple priorities.
• Demonstrated excellent team working experience with the ability to take ownership of individual responsibilities, that feed into the accountabilities of key internal stakeholders.
• Demonstrated ability to work collaboratively within a team environment, fostering innovation, accountability, and excellent client service.
• Experience with scheduling and/or event management is a bonus.
• Strong capability with Excel is a must, PowerBI capability is a bonus.