Chief of Staff – CEO Office, Personal Operations
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Job Description
Chief of Staff to the CEO at Flosum coordinating personal and professional operations. Overseeing financial, legal, and family logistics while learning business decision-making processes.
Responsibilities:
- Coordinate with financial advisors, accountants, and investment managers on behalf of the CEO
- Track and organize personal investment portfolios, statements, and financial correspondence
- Manage tax preparation workflows — gather documents, coordinate with CPAs, track deadlines, and ensure timely filings for both personal and business-related obligations
- Process, organize, and resolve incoming financial paperwork, invoices, and office mail efficiently
- Maintain a clear system 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 legal matters
- Review, organize, and track contracts, agreements, and legal correspondence
- Manage timelines for legal filings, renewals, and compliance deadlines
- Conduct basic legal research and prepare summaries to support decision-making
- Coordinate with local government agencies and offices on permits, filings, and documentation
- Manage logistics for family-related matters including college applications, enrollment, academic deadlines, and school communications
- Coordinate medical appointments, insurance paperwork, and health-related administration for the CEO's family
- Handle personal scheduling, travel, and logistics that intersect with professional commitments
- Serve as the go-to problem solver for personal administrative needs, ensuring fast resolution
- Own the CEO's incoming mail — physical and digital — with a system for triage, action, and follow-up
- Maintain organized records and filing systems across financial, legal, and personal domains
- Identify and implement tools and processes that increase efficiency across all areas of responsibility
- Proactively flag issues, deadlines, and risks before they become problems
Requirements:
- 2-5 years of experience in executive support, operations, legal administration, financial coordination, or a similar role combining multiple disciplines
- 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 (attorneys, accountants, financial advisors)
- Familiarity with personal tax filings, investment documentation, and basic legal agreements
- Proficiency with productivity and AI tools — Google Workspace, Microsoft Office, and a willingness to adopt new technology aggressively
- Must be trustworthy, discreet, and comfortable handling confidential information
Benefits:
- Opportunity to shape the digital strategy at a high-growth Salesforce ISV.
- Collaborative, innovative, and mission-driven culture.
- Competitive compensation and benefits.
- Career growth in a fast-scaling company serving global enterprises.
- Be part of a global, mission-driven team
- Learn from top leaders in Salesforce DevOps and SaaS sales
- Work on exciting challenges in a rapidly growing industry
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