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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in executive calendar management, client coordination, and compliance tracking within regulated industries. Proficient in building operational systems and documentation to enhance organizational efficiency.
Highest-signal resume keywords
Executive Calendar ManagementClient CoordinationCompliance TrackingBilingual Communication (Spanish & English)Operational System Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft OutlookMicrosoft ExcelSmartsheetSOP DevelopmentInvoice ReconciliationProject Management ToolsRegulatory ComplianceData TrackingWorkflow DocumentationBilingual Communication
Soft Skills
Organizational SkillsCommunication SkillsProblem-SolvingCollaborationAttention to Detail
Tools & Technologies
SmartsheetAsanaClickUpNotionTodoist
Industry Keywords
Medicare AdvantageHealthcareRegulated IndustryCompliance FilingsVC-Backed Startup
About the role
Key responsibilities & impact- Manage the COO’s calendar across internal operations, board meetings, and client travel to Puerto Rico
- Triage the COO’s Outlook inbox and draft responses on his behalf
- Coordinate board meeting logistics, member communications, and follow-up actions
- Build and run a follow-up tracking system for open action items across the leadership team
- Act as the day-to-day operational contact for a Medicare Advantage health plan client in Puerto Rico
- Reconcile invoices, coordinate billing, and complete client compliance attestations
- Schedule and coordinate meetings with the client’s administrative team in Spanish
- Support the COO during client visits with coordination and translation
- File recurring state-by-state regulatory forms on a monthly cycle
- Track compliance deadlines across multiple states and ensure on-time submission
- Write SOPs for each recurring regulatory process
- Coordinate with internal teams to collect compliance documentation
- Set up project and task tracking in Smartsheet or a comparable tool to replace email- and text-based workflows
- Document processes and build operational playbooks as headcount grows past 160
- Identify bottlenecks and recommend tools or automations to remove them
- Coordinate onboarding logistics for new hires during the hiring ramp
Requirements
What you’ll need- 4+ years of professional experience, including 2+ years as a Chief of Staff, Executive Assistant to a C-suite executive, or Executive Operations Manager
- Experience at a VC- or PE-backed startup or scale-up (30–200 employees)
- Hands-on use of Microsoft Outlook for executive calendar and inbox management
- Hands-on use of Microsoft Excel for reporting and tracking, including pivot tables, trackers, and reconciliations
- Experience building and maintaining trackers in Smartsheet or a comparable PM tool such as Asana, ClickUp, or Notion
- At least one SOP, tracking system, or workflow built from scratch and documented on CV
- Client-facing coordination experience covering scheduling, billing, or invoice reconciliation with external stakeholders
- Native or C1+ Spanish and C1+ English (CEFR)
- Nice to have: experience in healthcare, Medicare Advantage, health plans, or another regulated industry
- Nice to have: experience with recurring regulatory or compliance filings and deadline tracking
- Nice to have: daily use of Todoist or AI productivity tools
- Nice to have: experience tracking account P&L or building financial data visualizations
- Nice to have: consulting or business school background with hands-on execution experience
Benefits
Comp & perks- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
- Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
- Generous PTO: In accordance with company policy
- Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
