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Business Operations Lead

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Technical Acumen
  • Hand Signals
  • Professionalism
  • Adaptability
  • Time Management
  • Proactivity
  • Personal Integrity
  • Growth Mindedness
  • Detail Oriented
  • Strategic Thinking
  • Empathy
  • Enthusiasm
  • Problem Solving

Roles & Responsibilities

  • 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)

Requirements:

  • 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
  • Provide direct support to the founder and executive team
  • Maintain 100% accurate and up-to-date client records, payments, renewals, and contracts

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, proactive, and business-minded Business Operations Lead to strengthen and scale our operational infrastructure. This is a high-impact role for a strong operator who thrives on ownership, builds clean systems, and drives execution across the company.

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.


Mission

Own and optimize the company’s operational infrastructure to ensure disciplined execution, revenue integrity, and organizational clarity, enabling leadership to focus on high-level strategy and growth.

Responsibilities
  • 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.
Client Records Accuracy
  • 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.
Communication Excellence
  • Ensure all client and vendor communication is clear, empathetic, and error-free.
Operational Organization
  • 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
Competencies
  • 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.



Salary: $2500 - $3700

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