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, productive, 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 up-to-date 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 explicit, 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.

📌 Strategic Operations Specialist (Vancouver)
🏢 Lever
📍 Vancouver