Strategic Operations Specialist

Lever, Inc.; Canada; Remote; CAD 70,000 - 110,000; Full time

Benefits offered by this job

HMO health coverage

Group life insurance

Paid leave credits

Government-mandated benefits

Performance-based incentives

Overtime pay

Night differential pay

13th month pay

Fully remote

Skill development opportunities

Job summary

Lever, Inc. is seeking a Strategic Operations Specialist based in Canada to streamline deal-flow, investor communications, and administrative workflows.

You will maintain CRM records, organize financial documents, and support leadership with scalable processes in a remote team. Responsibilities include coordinating schedules, following up on opportunities, researching prompts, and using AI tools to summarize information and improve efficiency.

Qualifications

• Strong organizational skills and ability to structure complex information into clear workflows.
• Experience in operations, executive support, administrative coordination, or investment operations.
• Proactive, autonomous worker who can move projects forward independently.
• Excellent written and verbal communication with investors and stakeholders.

Responsibilities

• Manage inbound inquiries from prospective searchers and investors promptly and professionally.
• Maintain and organize CRM records and critical pipeline data.
• Organize financial documents to create a reliable source of truth.
• Support deal-flow operations by tracking opportunities and follow-ups.
• Coordinate leadership schedules, meetings, and administrative activities.
• Develop repeatable workflows and operational processes to boost efficiency.
• Use AI tools to summarize information and draft communications.
• Identify bottlenecks and suggest practical improvements for scale.
• Handle sensitive information with discretion and confidentiality.
• Work remotely with accountability for deadlines.

Skills

Organizational skills

Independent work

Communication

Research and analytical skills

Attention to detail

Tools

Airtable

HubSpot

Salesforce

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Strategic Operations Specialist based in Canada.

You will play a key role in keeping critical operational and investment workflows organized, efficient, and moving forward.
Your work will support deal sourcing, investor communications, document management, scheduling, and day-to-day coordination.
You will act as a reliable operational partner, helping leadership stay focused on strategic priorities by taking ownership of essential processes.
The role combines structured administration with process improvement, research, CRM management, and technology-enabled workflows.
You will use modern tools, including AI solutions, to organize information, streamline communications, and make recurring processes more efficient.
Success in this position requires strong attention to detail, proactive ownership, sound judgment, and a high level of professionalism.
As part of a remote team, you will have the opportunity to make a tangible impact by helping build scalable systems that support continued growth.

Accountabilities

• Manage inbound inquiries from prospective searchers and investors, ensuring requests are handled promptly, professionally, and accurately.
• Maintain and organize CRM records, ensuring critical pipeline and relationship information remains accurate, complete, and accessible.
• Organize financial documents and other important business information to create a reliable source of truth for decision-making.
• Support deal-flow operations by tracking opportunities, follow-ups, and relevant information throughout the pipeline.
• Coordinate leadership schedules, office hours, meetings, follow-ups, and other administrative activities.
• Proactively identify upcoming needs and take ownership of follow-ups and coordination without requiring constant direction.
• Research potential opportunities and prepare clear, concise summaries and information for internal review.
• Develop and improve repeatable workflows, checklists, and operational processes to increase efficiency and consistency.
• Use AI-powered tools to summarize information, organize data, draft communications, and streamline recurring tasks.
• Help identify operational bottlenecks and recommend practical improvements that enable the business to scale effectively.
• Handle sensitive business, financial, and investor information with a high degree of discretion and confidentiality.

Requirements:

• Strong organizational skills and a natural ability to structure complex information into clear workflows, checklists, and systems.
• Experience in operations, executive support, administrative coordination, investment operations, or a related field is valuable.
• Highly proactive approach, with the ability to anticipate needs, manage follow-ups, and move projects forward independently.
• Excellent written and verbal communication skills, with the ability to communicate professionally with investors, business partners, and internal stakeholders.
• Strong attention to detail and accuracy when working with CRM records, financial documents, correspondence, and operational data.
• High level of professionalism, discretion, and confidentiality when handling sensitive information.
• Comfortable working with CRM and productivity platforms such as Airtable, HubSpot, or Salesforce.
• Interest in and willingness to use AI tools to summarize information, organize data, and improve communication workflows.
• Strong research and analytical skills, with the ability to gather information and turn it into useful summaries and insights.
• Ability to work autonomously in a remote environment while maintaining accountability for deadlines and deliverables.
• Reliable high-speed internet connection and a dedicated, quiet home workspace suitable for focused work and professional virtual meetings.

Benefits:

• Comprehensive HMO health coverage through a leading provider.
• Group life insurance for additional financial protection.
• Paid leave credits to support rest, recovery, and personal well-being.
• Government-mandated benefits provided in accordance with applicable requirements.
• Performance-based incentives.
• Overtime pay for eligible additional working hours.
• Night differential pay for eligible work performed during late hours.
• 13th month pay.
• Fully remote working arrangement.
• Opportunity to develop operational, organizational, and technology skills while contributing to scalable business processes.