Operations Assistant

This is a fully remote position, open to applicants in Egypt, +4 more countries.

📋 Description

• Ensure precise maintenance of contact, buyer, seller, and prospect records within Streak CRM.

• Input, update, and cleanse CRM records utilizing inbound emails, internal notes, and guidance from advisors.

• Identify and rectify duplicate records, incomplete data, and obsolete information.

• Document relevant communications and follow-up details in the CRM.

• Assist in CRM cleanup and initiatives to enhance data quality.

• Conduct research on business owners, companies, potential buyers, and strategic acquirers.

• Create and validate contact lists based on industry, geography, business type, and campaign specifications.

• Utilize AI-assisted research outputs and internal resources while manually confirming information.

• Investigate company and contact information through public sources, websites, LinkedIn, and approved data tools.

• Maintain well-organized Google Sheets containing accurate, usable, and documented research data.

• Facilitate client onboarding via welcome emails, onboarding communications, and follow-up coordination.

• Organize client documents, information, and internal checklists efficiently.

• Ensure client information is prepared and readily accessible to the advisory team.

• Provide general administrative and operational assistance.

• Keep organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders.

• Support standardized processes for documenting research, client information, and internal updates.

• Assist in establishing organized and repeatable operational processes.

• Identify administrative and data management challenges and propose improvements.

• Document recurring workflows to ensure accurate and consistent task execution.

• Aid leadership with ad hoc research, data cleanup, and operational projects.

⛳️ Requirements

• Candidates must be located in LATAM, Africa, or Eastern Europe.

• Must be available to work from 9:00 AM to 5:00 PM EST / U.S. business hours aligned with the client’s time zone.

• A minimum of 2 years experience in operations support, administrative coordination, CRM administration, research, or data management is required.

• Experience in maintaining CRM records and handling contact or customer data is essential.

• Preference will be given to candidates with experience in research, contact list building, data verification, or lead and contact enrichment.

• Previous experience with Streak CRM is beneficial but not mandatory.

• Strong proficiency in Google Workspace, including Gmail, Google Sheets, Google Docs, and Google Drive is necessary.

• Capability to learn and work with new systems and software platforms is required.

• Ability to research companies and contacts, verify information, and maintain accurate records is crucial.

• Experience utilizing AI tools to enhance research, organization, and workflow efficiency is preferred.

• Exceptional attention to detail when managing records, documents, and confidential information is a must.

• Strong organizational skills and the ability to manage multiple priorities effectively are required.

• Must be able to work independently and take ownership of ongoing responsibilities.

• A process-oriented approach to maintaining accurate and organized information is essential.

• A proactive and reliable attitude towards administrative and operational duties is necessary.

• Ability to handle confidential client, buyer, seller, and transaction information with discretion and professionalism is required.

• An English resume in PDF format is required.

• A video submission must be sent using the same email as the application.

🏝️ Benefits

• Fully remote work arrangement.

• Opportunity to become a valued member of a growing B2B advisory team.

• Chance to take ownership of systems, research, and administrative workflows.

• Opportunity to contribute to organized and efficient internal processes.