Remote Operations & Deal Flow Architect

Outsource Access, Inc.; Cagayan de Oro; On-site; PHP 446,000 - 893,000; Full time

Benefits offered by this job

Health & Wellness — Covered

Group Life Insurance

Paid leave credits

Government-mandated benefits handled

13th Month Pay

Overtime Pay

Night Differential

Job summary

Outsource Access, Inc. is a remote-position powerhouse helping founders scale through elite operational support. You will gatekeep deal inquiries, maintain a robust CRM, and own scheduling to free leadership for strategic work.

The role requires a process-driven mindset, proactive collaboration, and professional communication when handling sensitive investor information. A strong command of CRMs and AI-assisted drafting will boost efficiency.

Qualifications

• Process-oriented thinker who can turn messy inputs into clean systems.
• Proactive, ownership-driven with ability to move projects forward without prompting.
• Clear, confidential communicator with professional demeanor in investor contexts.
• Comfortable navigating CRMs and leveraging AI to summarize data and draft communications.

Responsibilities

• Fueling the Deal Flow by gatekeeping inbound inquiries from searchers and investors.
• Maintaining a meticulous CRM and organizing critical financial documents for quick decision-making.
• Owning scheduling, follow-ups, and coordination of office hours to free leadership for strategy.
• Creating repeatable workflows and using AI tools to draft content and organize information for growth.

Skills

Process architecture

Proactive communication

High-stakes professionalism

CRM proficiency

AI-assisted drafting

Tools

Airtable

HubSpot

Salesforce

Job description

Outsource Access, Inc. is a remote-position powerhouse helping founders scale through elite operational support. You will gatekeep deal inquiries, maintain a robust CRM, and own scheduling to free leadership for strategic work.

The role requires a process-driven mindset, proactive collaboration, and professional communication when handling sensitive investor information. A strong command of CRMs and AI-assisted drafting will boost efficiency.