3+ years supporting founders, executives, or senior operators in startups, finance, or high-performance teams
Experience in Operations, Chief of Staff, or similar operational roles
Exceptional written and verbal communication skills
Native or bilingual English proficiency (clarity is essential)
Requirements:
Own day-to-day operations while aligning execution with company growth and revenue goals.
Act as a strategic partner to the COO and Founder, driving priorities, tracking KPIs, and ensuring follow-through on key initiatives.
Oversee the full client lifecycle (contracts, billing, renewals, records) ensuring accuracy and revenue integrity.
Build, document, and optimize SOPs, workflows, and internal systems to improve efficiency and scalability.
Job description
This is a remote position.
About the Company
We are a premium investing consulting firm helping high-capital investors build long-term wealth through Systematic Value Investing.
Achieved 140% portfolio returns in 2024
$523M+ in collective managed assets across 100+ high-net-worth clients
87% client renewal rate, reflecting the effectiveness of our services
Their mission is to provide strategic investment guidance that delivers measurable results and long-term client success.
About the Role
We are seeking a highly organized, strategic, and execution-driven Senior Operations Manager to strengthen our operational infrastructure and drive business performance. This is a high-impact role designed for a strong operator who can own systems, revenue workflows, and cross-functional execution with autonomy and precision. The successful candidate will serve as a strategic partner to the Founder and COO, ensuring operational excellence across the organization.
Mission
Empower the COO to focus on high-level strategy by owning and optimizing core operational systems, revenue workflows, and cross-functional execution with precision, judgment, and accountability. This role serves as a strategic operator in a fast-paced, high-performance environment.
Responsibilities:
Own day-to-day operations while aligning execution with company growth and revenue goals.
Act as a strategic partner to the COO and Founder, driving priorities, tracking KPIs, and ensuring follow-through on key initiatives.
Oversee the full client lifecycle (contracts, billing, renewals, records) ensuring accuracy and revenue integrity.
Build, document, and optimize SOPs, workflows, and internal systems to improve efficiency and scalability.
Analyze operational data to identify trends, risks, and improvement opportunities.
Lead cross-functional coordination to ensure seamless delivery of programs and services.
Provide high-level, solutions-oriented client communication aligned with company standards.
Support launches, special projects, and operational logistics for company initiatives.
Revenue & Client Lifecycle Integrity
Maintain 100% accurate and up-to-date client records within the first 45 days and ongoing thereafter.
Collect 100% of outstanding payments before their due date.
Track 100% of client renewals and follow up exactly 30 days prior.
Ensure all contracts are sent with 100% accuracy.
Executive-Level Communication
Uphold a high standard of clear, professional, and solutions-oriented communication with clients and vendors.
Represent the company with confidence, empathy, and attention to detail across all written and verbal interactions.
Ensure all external communication reflects the brand’s professionalism and operational excellence.
Operational Organization
Maintain centralized, audit-ready systems across documents, dashboards, and shared workspaces.
Ensure leadership has immediate access to accurate and actionable operational data.
Uphold documentation standards that drive clarity, continuity, and scalability.
Requirements
3+ years supporting founders, executives, or senior operators in startups, finance, or high-performance teams
Experience in Operations, Chief of Staff, or similar operational roles
Exceptional written and verbal communication skills
Native or bilingual English proficiency (clarity is essential)
Highly organized with strong prioritization skills in fast-paced environments
Strategic problem-solver with a continuous improvement mindset
Tech-savvy; proficient in tools such as Notion, Airtable, Motion, PandaDoc, Calendly, Stripe, Slack, GHL, Handshake, Dov, and Kindly
Core Competencies
Precision & Detail Orientation – Exceptional accuracy in contracts, timelines, documentation, and financial terms.
Systems Thinking – Designs structured, scalable processes that reduce friction and increase efficiency.
Sound Judgment – Makes context-aware decisions and knows when to escalate versus resolve independently.