Chief of Staff/Integrator
Listed on 2026-07-28
-
Business
CRM System, Business Analyst, Business Systems & Technology Analysis, Business Development
Job Description
- Full-Time
- Remote
- 3.200 USD
We thrive in the dynamic world of financial services and Fin Tech, offering innovative marketing and consultancy expertise. Our vibrant team collaborates globally, fostering growth through bespoke solutions and cutting-edge tools. Join us for unparalleled career development and impactful work.
What we need you to tackleProfile & Key Competencies We are looking for a highly execution-oriented, structured, and results-driven professional with the judgment to operate in fast-paced, high-growth, and complex environments. Strong operational mindset and bias for action: prioritize, solve problems, and mobilize teams toward measurable outcomes. Execution discipline: build structure, processes, and follow-up mechanisms within growing organizations. Critical thinking and sound judgment: analyze complex situations, make decisions, and anticipate risks.
Composure and resilience under pressure: maintain clarity and confidence while navigating difficult conversations. Executive communication: outstanding written and verbal communication skills in both Spanish and English. Stakeholder management and influence: align teams and build commitment without relying on hierarchical authority. Autonomy and ownership: work independently and move initiatives forward with minimal supervision.
- Power BI
- Customer Relationship management (CRM)
- ChatGPT - OpenAI
- Leverage LLM tools (e.g., ChatGPT/Claude/Gemini/Copilot) for analysis, documentation, synthesis, and decision support to accelerate ops without adding headcount.
- Build and maintain BI dashboards (e.g., Looker Studio, Power BI) for executive reporting and exit-prep readiness, complementing Sheets-based scorecards.
- Administer CRM and implement no-code automations (e.g., Zapier/Make/n8n) to reduce manual work, improve data integrity, and speed handoffs across teams.
- Use meeting capture tools (e.g., Otter/Fireflies/Fathom/tl;dv) to produce reliable summaries and action items that feed operating cadences and follow-ups.
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