# Operations Assistant at Scale%20army%20careers

> Maintain CRM records, research and verify contacts, and organize client information and onboarding workflows for an advisory team.

- Company: Scale%20army%20careers
- Location: Egypt (remote)
- Places: Remote, Egypt
- Posted: 2026-10-15
- Team: Operations
- Work mode: Remote
- Apply: https://jobs.ashbyhq.com/scale%20army%20careers/efed1cb6-3bd0-4153-ad34-c4ad769af981
- Page: https://ye.saranatour.dev/jobs/operations-assistant-scale-20army-20careers-kn7cp1pznwxhhc4y1dtwtxy1t58hda3c

## The posting

Operations Assistant
Scale%20army%20careers · Egypt

_**This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.**_

Our client is a B2B advisory firm that supports business owners through confidential, high-trust engagements. The firm works with a small team of advisors and relies on accurate information, organized systems, and efficient administrative processes to support its client and deal-related activities.

## Role Overview

The Operations Assistant will support the internal systems and administrative workflows of a B2B advisory team. This role focuses on maintaining accurate CRM records, researching and verifying contacts, organizing client information, supporting onboarding activities, and ensuring important information is properly captured and accessible.

The ideal candidate is highly organized, detail-oriented, and comfortable working independently within established processes. This is not a traditional calendar-management Executive Assistant position; it is an operations-focused role suited to someone who enjoys data management, research, identifying inconsistencies, and keeping internal systems organized.

## Location

Fully Remote | 9:00 AM – 5:00 PM CT

## Key Responsibilities

### CRM & Data Management

- Maintain accurate contact, buyer, seller, and prospect records within Streak CRM.
- Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions.
- Identify and resolve duplicate records, incomplete data, and outdated information.
- Ensure relevant communications and follow-up information are accurately captured in the CRM.
- Support ongoing CRM cleanup and data-quality initiatives.

### Research & Contact List Building

- Conduct targeted research to identify business owners, companies, potential buyers, and strategic acquirers.
- Build and validate contact lists based on industry, geography, business type, and campaign requirements.
- Use AI-assisted research outputs and internal resources while manually verifying information for accuracy.
- Research company and contact information using public sources, websites, LinkedIn, and approved data tools.
- Maintain organized Google Sheets containing accurate, usable, and well-documented research data.

### Client Onboarding & Administrative Support

- Support client onboarding through welcome emails, onboarding communications, and follow-up coordination.
- Organize client-related documents, information, and internal checklists.
- Ensure relevant client information is prepared and accessible to the advisory team.
- Provide general administrative and operational support as needed.

### Google Workspace & Information Organization

- Maintain organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders.
- Support standardized processes for documenting research, client information, and internal updates.
- Help establish organized and repeatable operational processes as the team grows.

### Process Improvement & Operational Projects

- Identify recurring administrative and data-management issues and recommend improvements.
- Document recurring workflows to support accurate and consistent task execution.
- Assist leadership with ad hoc research, data cleanup, and operational projects.

## Qualifications

### Experience

- 2+ years of experience in