Operations Assistant

• Maintain accurate contact, buyer, seller, and prospect records within Streak CRM
• Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions
• Identify and resolve duplicate records, incomplete data, and outdated information
• Capture relevant communications and follow-up information in the CRM
• Support CRM cleanup and data-quality initiatives
• Research business owners, companies, potential buyers, and strategic acquirers
• Build and validate contact lists based on industry, geography, business type, and campaign requirements
• Use AI-assisted research outputs and internal resources while manually verifying information
• Research company and contact information using public sources, websites, LinkedIn, and approved data tools
• Maintain organized Google Sheets with accurate, usable, and documented research data
• Support client onboarding through welcome emails, onboarding communications, and follow-up coordination
• Organize client documents, information, and internal checklists
• Ensure client information is prepared and accessible to the advisory team
• Provide general administrative and operational support
• Maintain organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders
• Support standardized processes for documenting research, client information, and internal updates
• Help establish organized and repeatable operational processes
• Identify administrative and data-management issues and recommend improvements
• Document recurring workflows for accurate and consistent task execution
• Assist leadership with ad hoc research, data cleanup, and operational projects

• Candidates based in LATAM, Africa, or Eastern Europe
• Availability to work 9:00 AM–5:00 PM EST / U.S. business hours aligned with the client’s time zone
• 2+ years of experience in operations support, administrative coordination, CRM administration, research, or data management
• Experience maintaining CRM records and working with contact or customer data
• Experience with research, contact list building, data verification, or lead and contact enrichment strongly preferred
• Previous experience with Streak CRM helpful but not required
• Strong proficiency with Google Workspace, including Gmail, Google Sheets, Google Docs, and Google Drive
• Ability to learn and work with new systems and software platforms
• Ability to research companies and contacts, verify information, and maintain accurate records
• Experience using AI tools to support research, organization, and workflow efficiency
• Exceptional attention to detail when managing records, documents, and confidential information
• Strong organizational skills and ability to manage multiple priorities
• Ability to work independently and take ownership of recurring responsibilities
• Process-oriented approach to maintaining accurate and organized information
• Proactive and dependable approach to administrative and operational responsibilities
• Ability to handle confidential client, buyer, seller, and transaction information with discretion and professionalism
• English resume required in PDF format
• Video must be submitted using the same email as the application

• Fully remote work arrangement
• Opportunity to become a trusted member of a growing B2B advisory team
• Opportunity to take ownership of systems, research, and administrative workflows
• Opportunity to contribute to organized and efficient internal processes