Portfolio Chief of Staff

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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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