Value Creation Specialist

Plutus21; Bogotá ciudad; Presencial; COP 100.440.000 - 133.920.000; Jornada completa

Descripción de la vacante

Plutus21 Partners is seeking a Value Creation Specialist to work directly with the Partners, managing daily priorities and leading internal initiatives and client engagements. You will organize a Partner's week and prepare client-facing summaries, exercising sound judgment and acting independently when needed.

The ideal candidate thrives in organizing priorities, drafting concise materials, and delivering clear summaries with next steps.

Formación

• 2+ years of experience in a professional services, consulting, or business operations environment.
• Demonstrated experience in client-facing roles.
• Prior experience supporting senior leadership in a demanding, multi-priority environment is strongly preferred.
• Strong written and verbal communication skills in English.
• Proficient across project management platforms, CRM systems, and standard productivity tools, with the ability to adopt new systems quickly.
• Proactive and self-directed, with a consistent record of identifying what needs to be done and following through without repeated instruction.
• Adaptable to a dynamic scope of responsibilities that will shift in line with firm priorities and growth.

Responsabilidades

• Track open action items, follow-ups, and commitments across meetings and communications to ensure nothing is missed or delayed.
• Prepare briefs, agendas, and background materials to ensure full alignment ahead of engagements.
• Handle correspondence where delegated, maintaining appropriate tone and standards in all communications.
• Manage calendars, including scheduling, prioritization, and proactive identification of conflicts or bottlenecks before they affect operations.
• Attend internal meetings as a representative, exercise pre-authorized judgment where required, and deliver clear summaries with recommended next steps.
• Take ownership of specific workstreams within firm-wide initiatives, advancing progress between check-ins rather than solely monitoring status.
• Attend client meetings when required, capturing key information and managing follow-through professionally.
• Contribute to client-facing deliverables including research summaries, meeting recaps, and project updates.
• Ensure that client commitments are tracked and fulfilled on time, upholding the firm's standards in all external communications.

Conocimientos

Client-facing

Communication

Project management

CRM systems

Productivity tools

Self-directed

Herramientas

Project management platforms

CRM systems

Productivity tools

Descripción del empleo

Job Summary

Plutus21 Partners is looking for a Value Creation Specialist to work directly with the Partners, managing day-to-day priorities that keep their time focused on high-value decisions while also leading internal initiatives and client engagements.The ideal candidate is equally comfortable organizing a Partner's week and preparing a client-facing summary the following day, able to context-switch quickly, operate with minimal supervision, and exercise sound judgment on when to act independently and when to elevate.

Key Responsibilities

• Track open action items, follow-ups, and commitments across meetings and communications to ensure nothing is missed or delayed
• Prepare briefs, agendas, and background materials to ensure full alignment ahead of engagements
• Handle correspondence where delegated, maintaining appropriate tone and standards in all communications
• Manage calendars, including scheduling, prioritization, and proactive identification of conflicts or bottlenecks before they affect operations
• Attend internal meetings as a representative, exercise pre-authorized judgment where required, and deliver clear summaries with recommended next steps
• Take ownership of specific workstreams within firm-wide initiatives, advancing progress between check-ins rather than solely monitoring status
• Attend client meetings when required, capturing key information and managing follow-through professionally
• Contribute to client-facing deliverables including research summaries, meeting recaps, and project updates
• Ensure that client commitments are tracked and fulfilled on time, upholding the firm's standards in all external communications

Qualifications

• 2+ years of experience in a professional services, consulting, or business operations environment
• Demonstrated experience in client-facing roles
• Prior experience supporting senior leadership in a demanding, multi-priority environment is strongly preferred
• Strong written and verbal communication skills in English
• Proficient across project management platforms, CRM systems, and standard productivity tools, with the ability to adopt new systems quickly
• Proactive and self-directed, with a consistent record of identifying what needs to be done and following through without repeated instruction
• Adaptable to a dynamic scope of responsibilities that will shift in line with firm priorities and growth