About Our Client

Our Client builds institutional memory for investment firms and family offices. The judgment, decisions, and conversations that make a firm what it is mostly live in people's heads, and disappear when those people move on. We change that, working on top of the tools each firm already uses to turn how they operate into something the team can use, allocators can see, and the next generation can inherit.

The Role

This is a frontline operations role for an AI-native consulting practice. The founder owns each client engagement and sets the architecture. You keep the systems running and the clients well-served.

As AI lets very small teams deliver work that used to require very large ones, someone has to make sure the prompts, knowledge bases, capture routines, and recurring deliverables behind that actually work as intended.
 

What You'll Do

• Frontline support. Be the first point of contact for client teams. Take in requests, respond, and escalate to the founder when needed.
• Diagnose the problem. Most requests won't come with clear specs. Figure out what the client actually needs and what the response should look like.
• Update the tooling. Once you know the right response, go into Notion, Linear, Slack, Google Workspace, Claude, Fireflies, etc., and make it real. The work is configuration and curation.
• Turn messy material into useful artifacts. Transcripts, email threads, scattered documents, read them, find the structure, produce a summary, decision log, brief, or procedure.
• Steward the knowledge base. Keep each client's institutional memory layer organized, current, and trustworthy. Catch staleness, gaps, and drift before they compound.
• Monitor quality. Review AI-assisted outputs on a regular cadence. Fix wrong-voiced or thin output and feed corrections back into the templates.
• Document the system. Write the procedures and reference materials that let a client's team operate on their own.
• Onboard new clients. Stand up tooling, ingest context, build initial structures, get routines running. Each onboarding makes the next one faster.

Must Have

• 3-5 years of experience in a client success, consulting, or project management role
• Exceptional (C-level) verbal and written English communication skills
• Hands of experience/familiarity with AI tools and workflows  (Claude preferred)
• Well organized with a positive attitude and problem-solving skills
• Familiarity with Slack and Zoom for internal team coordination/communication
• Ability to work full-time EST

Nice to Have

• Background working in a data-intensive role, organizing info into  actionable insights