Business Operations Specialist, Customer Success
Traba
Job Level
Mid-LevelSenior
About the role
- Report to the Chief of Staff, Revenue and support the CRO and executive leadership.
- Provide comprehensive and anticipatory support to the CRO, including proactive calendar management, travel arrangements, invoices/expense management for the Revenue Org, and meeting coordination.
- Organize and prepare for meetings/events/speaking opportunities, draft agendas, compile documents, and take minutes; ensure follow-up on action items.
- Support the CRO with business and personal projects, tracking progress and ensuring timely completion.
- Prepare correspondences, reports, and presentations with polish and accuracy.
- Handle incoming and outgoing communications including emails, messages and calls, prioritizing with sound judgment.
- Coordinate logistics for internal/external events, personal appointments, and travel arrangements.
- Handle sensitive information with discretion and confidentiality.
- Undertake special assignments and ad-hoc tasks as needed, navigating shifting priorities.
Requirements
- 4–7+ years of experience as an Executive Assistant, Personal Assistant, Project Manager, Private Banker, or Legal Secretarial role, preferably in a demanding, fast-paced and high-performance environment.
- Resilient, proactive problem-solver with a can-do attitude and strong initiative.
- Strong organizational and multitasking skills, with proven ability to manage multiple priorities seamlessly.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) or Google Business tools and familiarity with project management tools.
- Meticulous attention to detail and ability to deliver under tight deadlines.
- High level of discretion and integrity in handling confidential information.
- Ability to work independently and as part of a team.
- Bachelor's degree.
- Preferred: Bachelor’s degree in Accountancy, Business Administration, Management.
- Preferred: Experience in the fintech or technology sector.
