Business Operations Lead

This is a remote position.

• 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
  

The successful candidate will act as a strategic partner to the Founder and COO, overseeing core operational workflows, revenue processes, and cross-functional priorities with autonomy, judgment, and precision.

• Operate in an operational role with a focus on execution, but with strong strategic judgment, far above basic administrative tasks.
  
• Provide direct support to the founder and executive team.
  
• Maintain 100% accurate and up-to-date client records, payments, renewals, and contracts.
  
• Provide warm, empathetic, and solutions-oriented client responses via email and phone.
  
• Build, maintain, and improve SOPs, internal workflows, and operational systems.
  
• Organize internal workspaces, dashboards, documents, and resources across Notion, Airtable, Slack, Motion, GHL, Handshake, Dov, Kindly, and other operational tools.
  
• Identify recurring issues and communicate trends or process improvement opportunities to the COO.
  
• Support the COO with planning, priorities, and operational execution across teams.
  
• Maintain a deep understanding of programs, services, and policies to deliver accurate and confident client support.
  
• Prepare documents, meeting agendas, summaries, and follow-up actions.
  
• Provide logistics and operations support for special projects, launches, and in-person events.
  

• 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.
  

• Ensure all client and vendor communication is clear, empathetic, and error-free.
  

• Keep all internal documents, shared workspaces, agendas, and resources organized, accessible, and up-to-date, with no missing information.
  

Requirements

• 3+ years of experience supporting founders, executives, or senior operators, preferably in startups, finance, or high-demand small teams
  
• Experience in roles such as Operations, Chief of Staff, Admin/Ops Assistant, or other operational titles
  
• Excellent written and verbal communication skills
  
• Native or bilingual English speaker (clarity of communication is essential)
  
• Highly organized with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
  
• Strong problem-solving skills, strategic thinking, and a continuous improvement mindset
  
• Tech-savvy with experience in tools like Notion, Airtable, Motion, PandaDoc, Calendly, Stripe, Slack, GHL, Handshake, Dov, Kindly
  

• Attention to Detail: Especially in contracts, dates, documentation, and payment terms
  
• Operational Excellence: Builds clean systems, processes, and structures that scale
  
• Organization & Planning: Manages complex moving parts with clarity and structure
  
• Judgment: Makes smart, context-driven decisions; knows when to escalate or solve independently
  
• Proactivity: Acts before being asked; brings solutions, not problems
  
• Communication: Clear, concise, professional communication across channels
  
• Integrity & Professionalism: Honest, reliable, and consistent, especially when working independently
  
• High Standards & Enthusiasm: Shows energy, ownership, and a can-do mindset
  
• Openness to Feedback: Hungry to learn, quick to adapt
  
• Empathy & Adaptability: Works well with clients and colleagues in dynamic environments
  
• Growth-Oriented: Desire and capacity to develop into a leadership role within the company
  

Benefits

• $2,500-$3,700 monthly
  
• 100% remote from anywhere in LATAM.