Chief of

Chief of Staff

Employment Type:Full-time, Independent ContractorWork Model:RemoteWork Hours:US Eastern Standard Time (EST) alignment(Monday–Friday, 9:00 AM – 5:00 PM ET)

Role Overview

We are seeking a high-agency, tech-fluentChief of Staffto serve as a core operational engine alongside the founders of an early-stage AI technology company in the energy and industrial asset valuation space.

This isnota traditional administrative seat. Designed for a cross-functional operator, you will bridge financial administration, CRM engineering, sales development, and executive special projects. You will bring structure to a fast-moving, lean startup—deploying AI workflows, automating manual processes, maintaining financial controls, and spending 1–2 days per week actively driving outbound SDR sales initiatives to help scale the platform.

Key Responsibilities

1. Financial & Business Operations Governance
* Financial Administration:Manage day-to-day financial operations, including billing, customer invoicing, Accounts Payable (AP), Accounts Receivable (AR), and foundational accounting workflows in coordination with external finance partners.
Financial Administration:Manage day-to-day financial operations, including billing, customer invoicing, Accounts Payable (AP), Accounts Receivable (AR), and foundational accounting workflows in coordination with external finance partners.
* Process Automation:Track financial obligations, manage recurring operational compliance, and continuously identify opportunities to automate manual accounting procedures.
Process Automation:Track financial obligations, manage recurring operational compliance, and continuously identify opportunities to automate manual accounting procedures.
* Record Hygiene:Maintain clean, audit-ready financial records and produce regular operational reporting for founder review.
Record Hygiene:Maintain clean, audit-ready financial records and produce regular operational reporting for founder review.

2. HubSpot Administration & Systems Architecture
* CRM Management:Serve as the primary administrator forHubSpot, maintaining data hygiene across contacts, accounts, pipelines, and activity logs.
CRM Management:Serve as the primary administrator forHubSpot, maintaining data hygiene across contacts, accounts, pipelines, and activity logs.
* Workflow Automation:Build and optimize custom HubSpot workflows, automated email sequences, and sales pipelines to streamline lead management.
Workflow Automation:Build and optimize custom HubSpot workflows, automated email sequences, and sales pipelines to streamline lead management.
* Tech Stack Optimization:Leverage productivity tools (Asana, Slack, QuickBooks, Excel) to organize cross-functional work, reduce friction, and improve team output.
Tech Stack Optimization:Leverage productivity tools (Asana, Slack, QuickBooks, Excel) to organize cross-functional work, reduce friction, and improve team output.

3. Outbound Sales & Growth Support (1–2 Days / Week)
* Active Pipeline Sourcing:Spend 20–40% of your time executing outbound prospecting via phone calls, LinkedIn, and email to engage potential enterprise accounts.
Active Pipeline Sourcing:Spend 20–40% of your time executing outbound prospecting via phone calls, LinkedIn, and email to engage potential enterprise accounts.
* Opportunity Tracking:Conduct initial lead discovery and follow-ups, ensuring all deal stages and interactions are tracked inside HubSpot.
Opportunity Tracking:Conduct initial lead discovery and follow-ups, ensuring all deal stages and interactions are tracked inside HubSpot.
* Sales Operations:Assist with prospect research, sales performance reporting, and building repeatable lead generation playbooks for the growth team.
Sales Operations:Assist with prospect research, sales performance reporting, and building repeatable lead generation playbooks for the growth team.

4. Executive Project Ownership & AI Workflow Execution
* Founder Leverage:Function as a trusted operational right hand—tracking company-wide priorities, managing deadlines, and taking ambiguous initiatives from concept to execution.
Founder Leverage:Function as a trusted operational right hand—tracking company-wide priorities, managing deadlines, and taking ambiguous initiatives from concept to execution.
* Everyday AI Tooling:Integrate AI tools (LLMs, generative workflows) daily to accelerate research, data analysis, content creation, and process documentation.
Everyday AI Tooling:Integrate AI tools (LLMs, generative workflows) daily to accelerate research, data analysis, content creation, and process documentation.
* Independent QA:Exercise sharp critical judgment when evaluating AI outputs, ensuring data accuracy and quality control before executive deployment.
Independent QA:Exercise sharp critical judgment when evaluating AI outputs, ensuring data accuracy and quality control before executive deployment.

Required Skills & Qualifications
* Professional Experience:5+ years of experienc