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Job Title
Portfolio Chief of Staff
Location
Remote
Time Zone
US Eastern (ET) preferred; must overlap core ET working hours
Role Overview
This role is the portfolio’s accountability engine. You build and maintain scorecards, enforce follow-ups, and make progress (and problems) visible across three businesses. You ensure operators hit commitments without the CEO needing to micromanage.
Key Responsibilities
Build and maintain KPI dashboards and operating scorecards across all businesses (weekly “source of truth”)
Monitor lead flow, sales KPIs (speed-to-lead, close rate, pipeline), and project milestones; flag risks early
Run weekly accountability cadence with operators/partners: commitments, blockers, overdue items, next actions
Drive process consistency: scripts, CRM process, database nurturing, and follow-up standards (with VAs/teams)
Document repeatable SOPs and playbooks to support scaling (especially for expansion into new cities)
Translate CEO priorities into project roadmaps and milestone tracking for real estate initiatives
Coordinate cross-team execution and ensure standards align with brand promise
Required Qualifications
Experience working in Operations, Business Operations, or Chief of Staff-style roles with strong KPI ownership
Demonstrated experience building dashboards and enforcing performance cadence (weekly reporting + follow-through)
Strong process documentation skills (SOPs, playbooks, workflow diagrams) and operational discipline
Project management mastery (ClickUp/Asana) with proven ability to drive multi-stakeholder execution
Non-negotiable: Prior remote work experience; fluent with remote collaboration tools (Slack, Zoom, Google Workspace, Asana/ClickUp or similar) and ideally experience working with US or UK-based companies—applications without this will not be considered.
Preferred Qualifications
Experience in home services, lead-gen businesses, or sales ops environments
Familiarity with real estate development milestone tracking or investor reporting
Automation experience (Zapier/Make) and AI-powered SOP/report creation
Tools & Technology
ClickUp/Asana, Airtable/Google Sheets, CRM (HubSpot/GoHighLevel/Salesforce or similar), Slack/Zoom, Google Workspace, Zapier/Make, AI tools for reporting/SOPs/task creation
Please NOTE
It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
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