Remote Operations & Deal-Flow Strategist

Lever, Inc.; México; A distancia; MXN 500.000 - 800.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote working arrangement

Performance-based incentives

Descripción de la vacante

Lever, Inc. seeks a Strategic Operations Specialist based in Mexico to organize critical workflows, support deal sourcing, investor communications, and document management.

You will maintain CRM data, coordinate leadership schedules, and drive process improvements using AI-enabled tools in a fully remote setting. You will work with Airtable, HubSpot, and Salesforce to streamline recurring tasks, improve efficiency, and scale operations while communicating professionally with investors and

Formación

• Strong organizational skills with ability to create workflows and checklists.
• Experience in operations, executive support, or investment ops is valuable.
• Proactive, able to anticipate needs and drive projects independently.
• Excellent written and verbal communication with investors and partners.
• Attention to detail and accuracy in CRM, documents, and data.
• Professionalism, discretion, and confidentiality.
• Comfort with Airtable, HubSpot, or Salesforce.
• Interest in using AI tools to summarize information and improve workflows.
• Strong research and analytical capabilities to turn info into insights.
• Able to work autonomously in a remote environment.
• Reliable high-speed internet and a dedicated workspace.

Responsabilidades

• Manage inbound inquiries from prospective searchers and investors.
• Maintain and organize CRM records with accurate pipeline data.
• Organize financial documents for decision making.
• Support deal-flow operations by tracking opportunities and follow-ups.
• Coordinate leadership schedules, meetings, and follow-ups.
• Identify upcoming needs and own follow-ups without direction.
• Research opportunities and prepare concise summaries for review.
• Develop repeatable workflows and checklists to improve efficiency.
• Use AI tools to summarize info and draft communications.
• Identify bottlenecks and suggest practical improvements.
• Handle sensitive information with discretion and confidentiality.

Conocimientos

Strong organizational skills

Proactive

Communication skills

Attention to detail

Discretion and confidentiality

Autonomous work

Herramientas

Airtable

HubSpot

Salesforce

Descripción del empleo

Lever, Inc. seeks a Strategic Operations Specialist based in Mexico to organize critical workflows, support deal sourcing, investor communications, and document management.

You will maintain CRM data, coordinate leadership schedules, and drive process improvements using AI-enabled tools in a fully remote setting. You will work with Airtable, HubSpot, and Salesforce to streamline recurring tasks, improve efficiency, and scale operations while communicating professionally with investors and