Catena

Account Manager

• Ensure operational workflows run smoothly across healthcare partnerships, improving efficiency and reducing errors.
• Maintain accurate CRM and project documentation to enhance visibility and decision-making.
• Support partner engagement and internal teams by coordinating follow-ups, meetings, and communications.
• Contribute to process improvements that increase overall operational effectiveness and scalability.
• Maintain and update partnership CRM data, ensuring all opportunities, follow-ups, and touchpoints are accurately tracked.
• Monitor sales pipelines and partnership conversations, flagging risks or stalled items proactively.
• Coordinate scheduling and logistics with healthcare and blood center partners.
• Handle routine partner communications related to scheduling, documentation requests, and operational coordination.
• Review recordings from internal and external meetings to extract action items, decisions, and next steps.
• Update project documentation and living documents based on meeting outcomes and partner requirements.
• Prepare follow-up materials and documentation packages for partners post–sales or operational meetings.
• Ensure key takeaways are logged with clear ownership and due dates in internal systems.
• Serve as the operational backbone of the Notion workspace, ensuring information is current and accessible.
• Create and maintain project, launch, and partnership trackers with high visibility.
• Build and refine workflows, templates, and documentation as operations scale.
• Handle ad hoc operational tasks common in fast-growing startup environments.
• Support new market launches through documentation, partner onboarding, and scheduling.
• Assist with vendor coordination and administrative tasks as needed.
• Identify inefficiencies and recommend process improvements to increase operational effectiveness.

Operations Coordinator – Healthcare Partnerships, Operations

Recruitment

• Own hiring outcomes across tech, creative, and generalist roles
• Turn candidate pipelines into consistent, high-quality placements
• Reduce time-to-hire without sacrificing quality
• Act as a trusted hiring partner to internal and client stakeholders
• Uphold Pearl’s recruitment standards, systems, and KPIs
• Manage intake, role calibration, candidate screening, interview coordination, and offer closure
• Ensure multiple active roles are fully vetted and interview-ready before submission
• Drive hiring outcomes while maintaining Pearl’s quality standards
• Recruit technical roles (Full-Stack, Frontend, Backend, QA)
• Recruit creative roles (UI/UX, Product, Design)
• Recruit generalist roles (Executive Assistants, Ops, Admin)
• Evaluate candidates to match role complexity without lowering standards
• Conduct selective sourcing for underperforming pipelines or niche/time-sensitive roles
• Use sourcing strategically in partnership with Pearl’s automation and systems
• Lead structured intake calls to define success profiles, must-haves, and trade-offs
• Set clear expectations on timelines and market realities
• Provide proactive updates and recommendations to stakeholders
• Conduct structured recruiter screens assessing role competence, communication, and culture fit
• Produce high-quality candidate summaries and scorecards
• Maintain Pearl’s quality bar before candidate endorsement
• Own role-level KPIs (hires, time-to-hire, conversion rates, quality)
• Maintain accurate ATS/CRM data
• Follow Pearl’s Blueprints, SOPs, Playbooks, and Job Aids
• Flag risks, bottlenecks, and process gaps proactively

Talent Acquisition Partner – Tech, Creative Focus

Social Media Manager

• Create video content that drives engagement, reach, and conversions across Instagram, TikTok, and Pinterest
• Maintain brand consistency across all visual assets
• Streamline content production workflows by delivering multiple high-quality assets weekly
• Enhance audience engagement by leveraging trending editing styles and platform best practices
• Contribute creative ideas for new formats and campaigns to improve content performance
• Edit high-quality Instagram Reels (15–90 seconds) optimized for engagement, reach, and conversions
• Transform raw footage from UGC creators, product demos, lifestyle shoots, and brand content into polished, attention-grabbing videos
• Apply trending editing techniques, including fast-paced cuts, kinetic typography, motion graphics, transitions, and effects
• Sync edits to trending audio, music, and voiceovers
• Add captions, text overlays, and CTAs optimized for sound-off viewing
• Color grade and apply visual effects to ensure brand consistency
• Edit content in vertical (9:16) format for mobile-first consumption
• Adapt and repurpose content across multiple platforms while maintaining originality
• Stay up-to-date with platform trends and algorithm changes
• Deliver multiple edited videos per week with fast turnaround times
• Design static graphics, carousel posts, and product images for Instagram, TikTok, Pinterest, and LinkedIn
• Create on-brand templates for announcements, promotions, product launches, and educational content
• Edit and retouch product photos for visual appeal and platform optimization
• Develop simple motion graphics or animated stills for stories and feed posts
• Ensure all still assets maintain brand consistency in colors, fonts, imagery, and overall aesthetic
• Adapt still assets for different platform specs and aspect ratios (square, vertical, horizontal)
• Work with the Social Media Manager to understand content needs, creative direction, and deadlines
• Review raw footage and assets to identify the strongest clips for editing
• Communicate proactively about timelines, file organization, and technical issues
• Provide creative input to elevate content performance
• Organize video files, project folders, and asset libraries for easy access and version control
• Participate in brainstorming sessions and contribute ideas for new content styles

Brand Content Creator – Social Media Video

Ecommerce

• Drive engagement and follower growth across multiple social media platforms.
• Ensure timely delivery of high-quality content aligned with brand strategy.
• Foster an active and loyal online community, maintaining positive brand perception.
• Influence product and marketing strategies through trend monitoring and audience insights.
• Enhance operational efficiency in content creation, scheduling, and cross-functional collaboration.
• Develop and execute comprehensive social media strategies aligned with business objectives, seasonal campaigns, and product launches.
• Stay up-to-date on platform trends, algorithm changes, and emerging features across Instagram, TikTok, Pinterest, and LinkedIn.
• Create and maintain content calendars balancing promotional content, educational posts, UGC, trending formats, and community engagement.
• Conduct competitive research and trend analysis to identify opportunities for brand visibility.
• Establish KPIs for each platform and track performance to refine strategy.
• Coordinate with video editors, UGC creators, and paid content creators to source, review, and approve content.
• Collaborate with the founding team to ensure messaging aligns with brand voice and values.
• Brief designers and editors on content needs, providing clear creative direction and feedback.
• Manage content approval workflows, ensuring timely publishing and organized asset libraries.
• Monitor and respond to comments, DMs, and mentions in a timely and brand-consistent manner.
• Build and nurture an engaged online community through authentic interactions.
• Identify collaboration opportunities with relevant accounts, influencers, and brand advocates.
• Track sentiment and community feedback to inform content and product strategy.
• Write compelling captions, copy, and CTAs tailored for each platform.
• Create or adapt quick-turnaround content (graphics, memes, trending audio posts).
• Schedule and publish content using social media management tools.
• Optimize content with hashtags, keywords, tags, and platform best practices.
• Test different content formats, posting times, and messaging to maximize engagement.

Social Media Manager – E-commerce

QA Engineer

• Ensure CRE workflows function correctly across diverse property types and financial structures.
• Validate lease data, financial calculations, and operational processes for accuracy and reliability.
• Provide actionable QA feedback to product and engineering teams in real business context.
• Safeguard platform trust and adoption by maintaining high data integrity and compliance standards.
• Support continuous improvement of testing processes, documentation, and customer-focused workflows.
• Validate accuracy of lease abstractions, rent rolls, tenant records, operating expenses, and property financials.
• Test automated workflows including lease administration, CAM reconciliation, tenant billing, renewals, and lease expiration tracking.
• Ensure correct handling of CRE terminology, lease types (NNN, gross), CPI adjustments, TI allowances, and financial calculations (NOI, occupancy rates, IRR, cash-on-cash).
• Develop test plans based on real-world CRE scenarios (multi-tenant, mixed-use, portfolios).
• Create and maintain test cases for enterprise and mid-market CRE customers.
• Execute manual and automated tests across web and mobile environments.
• Perform regression testing to ensure platform updates do not disrupt critical workflows.
• Participate in UAT with real estate professionals, validating workflows against operational expectations.
• Validate data migrations from legacy property management systems.
• Test compliance with real estate accounting standards (ASC 842).
• Verify audit trails for high-impact actions and sensitive tenant data.
• Partner with Product and Engineering to translate business requirements into testable criteria.
• Work with beta customers to understand portfolio structures and workflow nuances.
• Document defects with clear CRE context and terminology.
• Maintain a library of CRE-specific test scenarios.
• Produce detailed bug reports highlighting business impact and operational risk.
• Maintain QA documentation including test plans, cases, and CRE best practices.

Product QA Specialist

Procurement

• **Core Responsibilities****Candidate Sourcing & Research — 35%**
• - Source candidates using LinkedIn Recruiter, Boolean search, and job boards
• - Conduct in-depth research on candidate backgrounds, skills, and experience
• - Identify passive and active candidates aligned with role requirements
• - Build talent maps and pipeline strategies for recurring roles
• - Source across multiple channels (LinkedIn, referrals, communities, networks)
• - Stay current on talent market trends and hiring patterns
• - Identify future-ready talent pools for anticipated hiring needs
• **Candidate Engagement & Outreach — 25%**
• - Draft targeted, compelling outreach messages
• - Engage candidates via email, LinkedIn, phone, or video calls
• - Conduct initial screening conversations to assess fit and interest
• - Communicate role value propositions and next steps clearly
• - Maintain positive candidate experience from first contact to handoff
• - Answer candidate questions professionally and accurately
• - Nurture candidate relationships for current and future roles
• **Pipeline Management & Database Maintenance — 20%**
• - Maintain organized, accurate candidate records in ATS
• - Manage sourcing lifecycle: research → outreach → screening → shortlisting
• - Tag and categorize candidates for future matching
• - Build and maintain role-specific and evergreen talent pools
• - Ensure data accuracy, completeness, and pipeline hygiene
• - Track candidate progression and availability status
• **Screening & Assessment — 10%**
• - Validate candidate experience, skills, and tool proficiency
• - Assess communication quality, professionalism, and role alignment
• - Conduct structured screening using defined criteria
• - Identify red flags or gaps early in the process
• - Prepare clear, concise candidate summaries for recruiter handoff
• **Collaboration & Reporting — 10%**
• - Align with recruiters and hiring managers on role requirements
• - Provide weekly pipeline updates and sourcing metrics
• - Track outreach volume, response rates, and qualified submissions
• - Share market insights and sourcing learnings with the team
• - Refine sourcing strategies based on performance data

Sourcing Specialist

Sales Development Rep

• IndustryRecruitment / Staffing / B2B Services
• Work ArrangementFully Remote — LATAM
• Job TypeFull-time
• Work Schedule40 hours per week, Monday to Friday
• Core hours: 9 AM – 5 PM EST
• LocationsRemote (LATAM)
• **About Pearl Talent:**Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.
• ***Hear why we exist, what we believe in, and who we’re building for: ******Watch here***
• **Why Work with Us?**At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, make an impact, and build a long-term career. We believe in creating environments where your potential is recognized, your voice matters, and your success is tied to meaningful work—not short-term perks. Joining Pearl means stepping into opportunities that challenge you, support you, and set you up for lasting success.
• **Role Overview:**The SDR Manager will be responsible for building, managing, and scaling Pearl Talent’s sales development engine across outbound and inbound channels. This role exists to create predictable pipeline flow, enforce execution discipline, and ensure deals consistently move forward. The position is both strategic and hands-on, requiring strong leadership, process ownership, and daily operational involvement. You will work closely with founders and senior leadership while directly managing a small but high-impact SDR team. This role is ideal for a confident, structured leader who thrives in fast-paced environments and holds teams to a high execution standard.
• Your ImpactYou will directly influence revenue growth by ensuring outbound activity volume, inbound responsiveness, and pipeline progression remain strong and consistent. Your work will improve deal velocity, revive stalled opportunities, and increase top-of-funnel conversion rates. By coaching SDRs and enforcing quality standards, you will raise overall sales execution across the organization. Your leadership will help build a scalable sales development function that supports long-term company growth.
• Core Responsibilities (with percentage allocations)**Outbound & Inbound Sales Development Strategy – 30%**
• - Design, launch, and optimize outbound cadences, activity targets, and prospecting workflows.
• - Strengthen inbound lead handling processes to improve response times and qualification quality.
• - Continuously refine top-of-funnel systems to maximize conversion and efficiency.
• **Pipeline & Deal Management – 25%**
• - Monitor pipeline health and ensure all active deals progress through defined stages.
• - Identify stalled or inactive opportunities and implement reactivation strategies.
• - Maintain clean CRM data and enforce pipeline discipline across the team.
• **SDR Leadership & Coaching – 25%**
• - Manage and coach two SDRs through regular one-on-ones, call reviews, and performance feedback.
• - Set clear expectations around activity levels, quality standards, and execution discipline.
• - Hold SDRs accountable to KPIs and drive consistent follow-through.
• **Quality Assurance & Performance Management – 10%**
• - Conduct call quality assurance reviews and score SDR performance.
• - Enforce messaging standards and ensure adherence to sales playbooks.
• - Provide structured feedback to improve call quality and outcomes.
• **Sales Systems & Cross-Functional Collaboration – 10%**
• - Build and maintain sales playbooks, documentation, dashboards, and reporting systems.
• - Partner with leadership to align SDR output with revenue goals and company priorities.

Sales Development Manager

Project Manager

• Manage projects from initiation through completion across multiple workstreams
• Track milestones, timelines, dependencies, and deliverables
• Follow up on action items and ensure closure
• Execute pre-project and launch checklists to ensure readiness
• Monitor project status daily and flag risks or blockers early
• Ensure smooth handoffs between phases and stakeholders
• Maintain clear ownership and accountability for tasks
• Drive projects to completion with minimal supervision
• Maintain high-quality CRM hygiene in HubSpot or similar platforms
• Update records, pipelines, trackers, and project statuses accurately
• Manage reporting documents, trackers, and dashboards
• Ensure data accuracy across spreadsheets and systems
• Clean, deduplicate, and organize records consistently
• Support leadership with reliable data and reporting
• Serve as point of contact for project-related coordination
• Schedule meetings, manage logistics, and handle follow-ups
• Maintain professional communication with internal and external stakeholders
• Prepare agendas, summaries, and project documentation
• Coordinate vendors and external partners as needed
• Ensure stakeholders are aligned and informed throughout the project lifecycle
• Create and maintain SOPs, checklists, and project templates
• Build reusable decks, trackers, and documentation
• QA deliverables before submission or stakeholder review
• Identify recurring bottlenecks and standardize solutions
• Maintain organized template libraries and version control
• Document best practices and lessons learned
• Conduct market, client, or competitive research as needed
• Prepare reports, briefs, and presentations
• Support light financial or expense tracking related to projects
• Assist with proposal development and background research
• Provide administrative support that ensures project success

• Develop and execute social media strategies aligned with brand and business goals
• Create original content across Instagram, Facebook, LinkedIn, TikTok, Pinterest, and X/Twitter
• Produce short-form videos, graphics, testimonials, and visual stories
• Manage content calendars and ensure consistent posting schedules
• Write platform-specific copy that reflects brand voice and drives engagement
• Design and edit content using tools such as Canva, CapCut, or Adobe tools
• Maintain consistent visual and messaging standards across all content
• Adapt formats to platform-specific features and best practices
• Monitor and respond to comments, messages, and mentions promptly
• Foster positive, professional, and engaging online communities
• Manage sentiment, moderation, and on-brand interactions
• Surface high-value inquiries and route qualified leads appropriately
• Build relationships with followers, advocates, and partners
• Support and manage community spaces (groups, forums, or channels)
• Track KPIs including engagement, reach, follower growth, CTR, and conversions
• Prepare regular performance reports with insights and recommendations
• Use analytics tools to measure performance and ROI
• Conduct A/B testing on content formats, timing, and messaging
• Identify top-performing content and replicate success patterns
• Optimize strategy based on performance trends and insights
• Stay current on algorithm updates, features, and best practices
• Monitor industry and competitor social activity
• Recommend new formats, platforms, or experiments
• Optimize profiles for discoverability and conversion
• Ensure compliance with platform policies and brand guidelines
• Collaborate with marketing, sales, and product teams
• Source internal content for authentic storytelling
• Align social efforts with campaigns, launches, and initiatives
• Support paid social efforts when applicable
• Share audience insights to inform broader marketing strategy

Growth Marketing

• Develop and execute growth strategies aligned with business objectives
• Own lifecycle marketing initiatives across Acquisition, Activation, Retention, Referral, and Revenue (AARRR)
• Plan and manage multi-channel campaigns across SEO, SEM, paid social, email, and content
• Conduct market, audience, and competitor research to identify growth opportunities
• Set campaign goals, budgets, and performance benchmarks
• Monitor performance and optimize campaigns to improve ROI
• Identify growth levers across marketing, product, and sales touchpoints
• Develop high-quality content for blogs, landing pages, email, and social channels
• Craft compelling value propositions and conversion-focused messaging
• Ensure content aligns with brand voice and broader growth strategy
• Collaborate cross-functionally on integrated content campaigns
• Distribute content strategically across owned, earned, and paid channels
• Maintain consistent messaging across the full customer journey
• Design and run A/B tests across ads, landing pages, and funnels
• Manage and optimize paid channels (Google Ads, Meta Ads, etc.)
• Test new acquisition channels, tactics, and growth loops
• Optimize email marketing for engagement and conversion
• Own SEO strategy including keyword research and on-page optimization
• Experiment with community, referral, partnership, or affiliate growth models
• Track performance using analytics and marketing automation tools
• Monitor key metrics such as traffic, conversion rates, CAC, LTV, and ROI
• Implement tracking infrastructure (UTMs, pixels, dashboards)
• Translate insights into clear, actionable optimization recommendations
• Identify top-performing channels and scale successful initiatives
• Report weekly and monthly on performance and business impact
• Partner with Product, Sales, Design, and Engineering teams
• Align growth initiatives with product roadmap and business priorities
• Coordinate creation of high-converting creative assets
• Improve lead quality and handoff processes with sales teams
• Present performance insights and recommendations to stakeholders
• Share learnings and best practices across the organization

Growth Marketer

Executive Assistant

• **Core Responsibilities****Medical Records Coordination & Management — 30%**
• - Request, track, and organize medical records from providers and facilities
• - Initiate requests and manage systematic follow-ups to ensure timely receipt
• - Communicate with provider offices to resolve delays or discrepancies
• - Coordinate ROI processes and ensure authorization requirements are met
• - Maintain real-time tracking of outstanding requests and statuses
• - Navigate provider-specific compliance protocols and requirements
• - Build professional relationships with provider offices
• **Document Monitoring, Capture & Routing — 25%**
• - Monitor email inboxes, fax dashboards, provider portals, and secure websites
• - Download and log incoming records promptly across all channels
• - Apply correct file naming, categorization, and storage standards
• - Upload documents into appropriate sections of internal systems
• - Route documents to correct teams or case files without delay
• - Maintain uninterrupted monitoring cadence to prevent missed items
• **Quality Review & Verification — 20%**
• - Review records for accuracy, completeness, and organization
• - Validate documentation against original requests and requirements
• - Serve as final quality checkpoint prior to delivery
• - Identify and flag errors, omissions, or inconsistencies
• - Ensure sensitive information is handled securely and appropriately
• - Conduct periodic quality audits on workflows
• **Data Entry & System Management — 15%**
• - Enter and catalog records securely in internal databases
• - Maintain structured trackers with channels, timestamps, and statuses
• - Update completion dates and delivery confirmations
• - Keep digital filing systems clean and retrieval-ready
• - Generate reports on turnaround time and completion rates
• **Internal Communication & Escalation — 10%**
• - Communicate status updates and blockers to internal teams
• - Escalate unresponsive providers or quality issues appropriately
• - Document issues and resolutions clearly within systems
• - Prepare concise summaries and status reports for stakeholders
• - Coordinate across teams to maintain workflow continuity

Medical Virtual Assistant

Chief of Staff

• Serve as a trusted advisor to executive leadership on priorities and decision-making
• Conduct research, analysis, and synthesis to inform strategic initiatives
• Translate strategic goals into actionable execution plans
• Track progress against key initiatives and flag risks or misalignment early
• Represent executive priorities in cross-functional discussions
• Manage executive calendars with strategic prioritization
• Own inbox management, drafting and triaging communications as needed
• Prepare meeting agendas, briefs, and post-meeting action tracking
• Coordinate complex scheduling across stakeholders and time zones
• Track executive to-dos and ensure follow-through
• Design and maintain internal systems (CRM, project trackers, knowledge bases)
• Build and organize documentation, SOPs, and internal workflows
• Ensure data accuracy, consistency, and accessibility across tools
• Identify inefficiencies and implement lightweight process improvements
• Maintain clean information architecture and version control
• Draft polished internal and external communications on behalf of leadership
• Coordinate stakeholder follow-ups and relationship touchpoints
• Track interactions and commitments across partners, clients, or investors
• Support preparation of reports, updates, and leadership materials
• Lead strategic projects from planning through execution
• Coordinate across teams to ensure alignment and accountability
• Track milestones, dependencies, and deliverables
• Remove blockers and escalate issues when needed
• Maintain visibility across all major initiatives
• Proactively identify risks, gaps, and inefficiencies
• Troubleshoot operational issues before they escalate
• Coordinate vendors, tools, or service providers as needed
• Support light operational or financial tracking when required

IT Support

• Lead the configuration, administration, and continuous optimization of the Atlassian Suite (Jira, Confluence, Jira Service Management) to support business needs.
• Design and maintain Atlassian workflows, custom fields, permissions, schemes, and automation rules to meet business requirements.
• Act as the primary escalation point and internal expert for Atlassian-related issues and enhancements.
• Manage and support Windows & Mac devices, ensuring performance, security and reliability.
• Oversee asset management and full device lifecycle (procurement to decommissioning).
• Manage system access, patching, and endpoint security in line with policies and compliance standards.
• Deliver efficient, high-quality IT service desk support with timely resolution of incidents and requests.
• Monitor service desk performance against SLA and implement continuous improvement initiatives.
• Promote IT and Atlassian best practices across the organization.
• Identify opportunities to automate IT and Atlassian processes using tools like n8n and native Atlassian automation.
• Streamline repetitive tasks to reduce manual effort and improve service delivery.
• Maintain clear, up-to-date documentation for systems, workflows , and configurations.

Senior IT Administrator, Atlassian

• **Core Responsibilities**
• ***Executive Calendar Ownership & Gatekeeping – 25%***
• - Own the executive’s calendar end-to-end as the single scheduling authority
• - Triage all inbound meeting requests through a controlled intake process
• - Proactively block focus time and enforce protected productivity windows
• - Prevent scheduling conflicts and double-bookings
• - Communicate boundaries clearly and provide structured availability
• ***Social Media & Creator Operations – 40%***
• - Build and maintain a consistent short-form content posting cadence
• - Coordinate recurring content capture and publishing workflows
• - Edit and package short-form video content for Instagram and TikTok
• - Ensure zero missed posts and consistent daily execution
• - Track performance and surface actionable insights for optimization
• ***Newsletter Operations (Substack) – 15%***
• - Manage logistics for a bi-monthly newsletter publishing cadence
• - Support formatting, publishing, and follow-up workflows
• - Track engagement metrics and summarize performance insights
• ***Podcast Outreach Infrastructure – 10%***
• - Build and maintain a lightweight podcast outreach tracking system
• - Track targets, outreach status, responses, and scheduling coordination
• - Improve accountability and ROI visibility for outreach efforts
• ***Additional Executive Admin Support – 10%***
• - Provide limited inbox triage related to professional commitments
• - Support scheduling coordination beyond core calendar ownership

Executive Assistant, Calendar, Creator Ops

• Ensure smooth execution of deals, LP communications, and founder-level operational processes.
• Build, maintain, and optimize internal workflows and CRMs to improve efficiency and accuracy.
• Provide consistent, high-quality written communications on behalf of leadership.
• Enable leadership to focus on strategic priorities by managing operational details and execution.
• Identify gaps in processes and implement solutions that improve team and organizational effectiveness.
• Executive Assistant & Inbox Ownership – 30%
• Manage scheduling and email flow for meetings and deal coordination.
• Track to-dos and proactively nudge leadership when items slip.
• Prepare pre-meeting agendas based on prior calls and context.
• Coordinate logistics, planning, and calendar execution end-to-end.
• Move AI-generated meeting notes into structured Google Drive folders.
• Organization & Systems Management – 25%
• Set up and manage CRM from scratch, including data hygiene and reminders.
• Own setup and ongoing management of tech tools (Google Drive, Slack, Asana/Notion).
• Maintain structured documentation and internal knowledge bases.
• Ensure information is consistently logged, updated, and accessible.
• Deal & LP Process Management – 25%
• Manage internal deal processes end-to-end, from intake through execution.
• Run workflows through CRM, including reminders, memos, and follow-ups.
• Support scheduling and coordination with founders and external stakeholders.
• Own operational steps during deal execution to ensure nothing drops.
• Track LP relationships, including identifying LPs who can become customers.
• Communication & External Follow-Ups – 10%
• Draft professional, polished emails on behalf of leadership.
• Maintain consistent external follow-ups across deals and LP communications.
• Support preparation and drafting of quarterly LP updates.
• Ensure messaging reflects clarity, sophistication, and strong judgment.
• Financial & Operational Support – 10%
• Categorize expenses and maintain light bookkeeping-style tracking.
• Support coordination around logistics, vendors, and operational execution.
• Identify workflow gaps and propose process improvements proactively.