Chief of Staff – Executive Operations

Description

• Serve as the Principal's right-hand partner across day-to-day operations and strategic priorities
• Proactively manage calendars, meetings, travel schedules, and executive priorities
• Prepare meeting briefs, take notes during executive meetings, and track action items through to completion
• Coordinate with internal and external stakeholders on behalf of the Principal
• Support executive administration, project coordination, research, and special projects as needed
• Build and maintain CRM systems, relationship databases, and follow-up processes
• Track key contacts, networking opportunities, introductions, and ongoing relationship management activities
• Create accountability systems to ensure action items, commitments, and follow-ups are completed without the Principal having to track them himself
• Proactively surface the right follow-ups at the right time across the Principal's full network
• Leverage AI tools and automation platforms to streamline workflows and improve operational efficiency
• Build and maintain workflows and automations using tools such as Claude, Microsoft Copilot, ChatGPT, Zapier, Make, or equivalent
• Identify process improvements and implement scalable systems to support business growth
• Design and maintain operational infrastructure that runs reliably without requiring the Principal to manage it
• Communicate directly with senior stakeholders, investors, and business contacts on behalf of the Principal with full professional credibility
• Draft and send correspondence, follow-ups, and meeting requests that represent the Principal accurately
• Participate in executive-level meetings and ensure decisions, actions, and commitments are captured and followed through

Requirements

• Proven experience as a Chief of Staff, Executive Business Partner, Senior Executive Assistant, or similar strategic support role
• Previous experience supporting C-suite executives, founders, investors, family offices, private equity firms, venture capital firms, or investment management professionals
• Strong understanding of CRM systems, relationship management, and executive operations
• Advanced proficiency with AI tools such as ChatGPT, Claude, or Microsoft Copilot
• Demonstrated experience building workflows, automations, or operational systems using AI and technology
• Exceptional written and verbal English communication skills; you will be on calls and in meetings with senior contacts and must communicate with full professional credibility
• Strong organizational skills with the ability to manage multiple priorities simultaneously in a fast-paced environment
• High level of discretion, professionalism, and confidentiality
• Highly proactive, self-directed, and comfortable operating with ambiguity and changing priorities
• Strong sense of ownership, urgency, and accountability with the ability to anticipate needs before being asked