Chief of Staff

5+ years of experience in operations, project management, executive support, or Chief of Staff roles. Proven experience supporting senior leadership or C-level executives. Bachelor's degree required; MBA is a significant plus. Advanced proficiency in monday.com for project tracking and oversight. Hands-on experience setting up automation and workflows within Salesforce. Deeply adapted to AI (ChatGPT, Claude, etc.) and experienced in setting up software integrations (Zapier, APIs). First-class verbal and written English communication skills, capable of drafting correspondence indistinguishable from CEO's voice. Understanding of basic business accounting principles and scaling professional services firms. Proactive, self-directed, comfortable making decisions with incomplete information, and possessing high professionalism, discretion, and sound judgment.

Lead and assist in business projects, monitoring progress and ensuring timely, quality implementation across time zones. Map, implement, and optimize firm-wide workflows and automation systems, particularly within Salesforce. Monitor KPIs and firm performance using tools like monday.com, identifying friction points proactively. Manage CEO's executive communication, attend meetings, provide briefings, and delegate action items. Assist with financial health monitoring and create executive reports for strategic decision-making. Lead AI adaptation by researching, implementing, and training the team on AI tools. Partner with CEO to translate vision into actionable projects and align departments with growth trajectory.