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crm ai cross-functional leadership strategic planning dashboardsπ Description
- Sit directly with founders; own the operational layer and cross-functional work.
- Drive strategic planning, investor relations, hiring, and internal comms.
- Lead board prep, investor updates, and key internal reviews.
- Manage high-priority cross-functional projects from framing to execution.
- Own GTM & Revenue Ops: pipeline hygiene, CRM discipline, and reporting.
- Build dashboards for leadership visibility into revenue, deployment health, KPIs.
π― Requirements
- 4-7 years in investment banking, PE, management consulting, or senior operator role at a high-growth startup.
- Finance fluency β comfortable with P&Ls, operating metrics, and corporate finance concepts.
- Proven builder of systems and processes, not just deliverables.
- Sharp written communicator across exec briefs, investor updates, and internal memos.
- AI-native β you use AI tools daily, pick up new systems fast, and actively look for leverage.
- High agency, low ego β you figure out what needs to happen and go do it.
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