Chief of Staff, CEO Office & Personal Operations

2 hours, 16 minutes ago
Full-time
Mid Level
Operations
Flosum

Flosum

Flosum offers a comprehensive, 100% native platform designed for Salesforce that focuses on DevOps, data management, and security orchestration, ensuring secure data backup and streamlined compliance for enterprises.

Internet Software & Services
51-250
Founded 2013

Description

  • Coordinate with financial advisors, accountants, and investment managers on the CEO’s behalf.
  • Track and organize personal investment portfolios, statements, and financial correspondence.
  • Manage tax preparation workflows, including document gathering, CPA coordination, deadline tracking, and timely filings.
  • Process and organize incoming financial paperwork, invoices, and office mail.
  • Maintain systems for accounts payable, reimbursements, and recurring financial commitments.
  • Serve as the primary liaison with attorneys, legal agencies, and regulatory bodies for personal and light business matters.
  • Review, organize, and track contracts, agreements, and legal correspondence.
  • Manage timelines for legal filings, renewals, compliance deadlines, and government documentation.
  • Coordinate family-related logistics such as college applications, enrollment, academic deadlines, and school communications.
  • Handle personal scheduling, travel, and other administrative needs, while proactively flagging issues and improving processes.

Requirements

  • 2-5 years of experience in executive support, operations, legal administration, financial coordination, or a similar multi-disciplinary role.
  • Bachelor’s degree required; coursework or certification in business, finance, pre-law, paralegal studies, or a related field is a strong plus.
  • Demonstrated ability to manage complex, multi-track workstreams with competing deadlines.
  • Experience coordinating with external professionals such as attorneys, accountants, and financial advisors.
  • Familiarity with personal tax filings, investment documentation, and basic legal agreements.
  • Proficiency with productivity tools such as Google Workspace and Microsoft Office.
  • Willingness to adopt new technology aggressively, including AI tools.
  • Must be trustworthy, discreet, and comfortable handling confidential information.
  • Ability to work independently with minimal supervision and manage up effectively.
  • Residence in San Ramon, California, or the Bay Area is preferred.

Benefits

  • Competitive compensation and benefits.
  • Opportunity to shape the digital strategy at a high-growth Salesforce ISV.
  • Collaborative, innovative, and mission-driven culture.
  • Career growth in a fast-scaling company serving global enterprises.
  • Opportunity to learn directly from top leaders in Salesforce DevOps and SaaS sales.
  • Exposure to exciting challenges in a rapidly growing industry.
  • Direct access to a CEO role with broad responsibility and high impact.

Interested in this position?

Apply directly on the company website

Apply Now

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