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Role playbook

Assistant roles for E-commerce & DTC Brands

Customer support, marketplace operations, catalog, inventory and bookkeeping roles for online sellers. Every role is dedicated, on a customized schedule based on your needs and budget.

Overview

How dedicated assistants fit e-commerce & dtc brands

Roles on this page:

  1. Customer support specialist
  2. Marketplace operations assistant
  3. Catalog and inventory assistant
  4. E-commerce bookkeeper

Online brands juggle support tickets, listings, inventory, returns and reconciliations across several channels. Founders end up doing all of it at night.

Dedicated remote assistants can split that work by function, inside Shopify, marketplaces and your help desk.

Role 1 of 4

Customer support specialist

Answers tickets, processes returns per policy and protects reviews.

Related specialization: Customer Support

Day-to-day tasks

  • Answer email, chat and social tickets
  • Process returns, exchanges and refunds within policy limits
  • Track shipping exceptions
  • Tag tickets for product feedback
  • Update macros
  • Escalate chargebacks to the owner

KPIs to track

  • First response time
  • Tickets resolved without escalation
  • Refunds within policy
  • CSAT

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Help desk (Gorgias, Zendesk)
  • Shopify
  • Shipping tools

Sample weekly cadence

DailyQueue
MonWeekend backlog
WedMacro updates
FriFeedback report
Role 2 of 4

Marketplace operations assistant

Keeps Amazon, Walmart and other marketplace listings healthy and compliant.

Related specialization: Amazon & Shopify Marketplace Ops

Day-to-day tasks

  • Create and update listings
  • Monitor account health and policy notices
  • Handle listing suppressions
  • Prepare shipment plans
  • Track reimbursements
  • Report on buy box and pricing changes

KPIs to track

  • Suppressed listings
  • Account-health warnings resolved
  • Shipment plans on time

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Amazon Seller Central
  • Walmart Seller Center
  • Inventory tools

Sample weekly cadence

DailyAccount health
TueListing updates
ThuShipment plans
FriMarketplace report
Role 3 of 4

Catalog and inventory assistant

Maintains product data, inventory counts and purchase-order follow-up.

Related specialization: E-commerce Assistants

Day-to-day tasks

  • Load new products and variants
  • Keep product data consistent across channels
  • Reconcile inventory
  • Prepare reorder suggestions from your rules
  • Follow up on supplier POs
  • Track 3PL receiving

KPIs to track

  • Stockouts on core SKUs
  • Product data errors
  • PO follow-ups completed

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Shopify
  • Inventory management
  • Spreadsheet

Sample weekly cadence

MonInventory report
TueSupplier POs
ThuCatalog updates
FriReorder suggestions
Role 4 of 4

E-commerce bookkeeper

Reconciles payouts, fees and inventory for accurate margins.

Related specialization: Bookkeeping

Day-to-day tasks

  • Reconcile Shopify, Amazon and payment payouts
  • Record fees and refunds
  • Reconcile inventory and COGS inputs
  • Track sales tax reports for your advisor
  • Prepare monthly P&L
  • Maintain receipts

KPIs to track

  • Payouts reconciled
  • Close on time
  • Unreconciled items

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • QuickBooks or Xero
  • Payout connectors
  • Spreadsheet

Sample weekly cadence

WeeklyPayout reconciliation
Month-endClose and P&L
Compliance boundaries

What these roles do not do

Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.

Refunds and credits follow written policy limits.

Sales-tax filing and advice stay with your tax advisor.

Account credentials for marketplaces use named users where the platform allows.

General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.

How it works

From fit call to a working role

1. Fit call

We map your workload against the roles above and recommend where to start.

2. Shortlist

You interview pre-vetted candidates screened for this industry's tools and workflows.

3. Onboarding

Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.

4. Managed quality

Weekly scorecards and coaching from your ExecWing account lead.

FAQ

E-commerce & DTC Brands roles: common questions

Can support cover weekends?

Coverage is scheduled to your needs and budget.

Can they handle Amazon account suspensions?

They can gather information and draft for your review; appeals strategy stays with you or a specialist.

One assistant or several?

Small brands often start with one generalist; growing brands split support and operations.

Next step

Which e-commerce & dtc brands role should you start with?

Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.