Related skills
crm hubspot workflow automation salesforce no-code📋 Description
- Work with the CEO; own strategic initiatives end-to-end.
- Interface the CEO's office with all teams for clarity.
- Own the firm’s cadence: weekly leadership, quarterly offsites, annual planning.
- Build and automate agentic systems to streamline workflows.
- Lead tech ops ownership: CRM, PM, internal wiki.
- Drive AI and automation to scale Equi.
🎯 Requirements
- 4–6+ years in high-performance roles.
- Startup, Finance/FinTech, or 0-to-1 execution background.
- Proven automation, process optimization, or agentic systems experience.
- Strong communication and project management skills.
- Proficiency with Google Suite, CRM systems (Salesforce, HubSpot), and no-code tools.
- Bachelors degree in a relevant field.
🎁 Benefits
- Health, dental, and vision plans.
- 401(k) plan.
- Learning and work from home stipend.
- Flexible holidays and generous PTO.
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