Operations Associate - (US Based - AI Financial Data Intelligence)

Work Arrangement: Fully remote

Job Type: Full-time

Salary Range: Up to $1,800 per month, based on experience

Work Schedule: 40 hours per week, with core hours between 9 AM – 5 PM EST

Locations: Remote, anyone based in the Philippines

About Pearl Talent:

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About Client

Developer of AI-based data intelligence platform intended to cater to the needs of financial firms. The company specializes in ingesting unstructured data from both the internal knowledge base & selected public sources and delivers structured insights through tailored financial workflows, enabling financial firms to take action based on data.

1. Email & Calendar Management

• Organize and prioritize incoming emails for efficient handling.
• Manage and coordinate calendars, scheduling appointments and resolving conflicts.
• Ensure timely follow-ups and maintain inbox organization (achieve inbox zero).

2. Task & Project Management

• Prioritize and track tasks to meet deadlines and project milestones.
• Delegate tasks where necessary, ensuring they are completed efficiently.
• Define project objectives, allocate resources, and monitor progress.

3. Administrative & CRM Support

• Assist with scheduling, travel arrangements, and expense management.
• Update and manage customer information in the CRM, ensuring data accuracy.
• Provide support by conducting research and summarizing findings for various projects.

Requirements

• Proficiency in email and calendar management tools (e.g., Superhuman).
• Experience with CRM systems like Salesforce or HubSpot for data management.
• Strong task and project management skills, including experience with tools like Linear.
• Technical proficiency in using AI tools like ChatGPT and Claude.
• Familiarity with SaaS environments and adaptability to various software platforms.

Benefits

• Competitive Salary: Up to $1,800 per month, based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Health Coverage: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance