Strategic Operations Specialist

This is a remote position.

What We Do

At Outsource Access we help entrepreneurs and investors scale their vision by providing elite-level operational support. We dont just manage administrative tasks we make sure that critical investment workflows from deal sourcing to investor relations operate with flawless precision and speed.

How Youll Make a Difference

• Fueling the Deal Flow: Youll be the gatekeeper of the pipeline ensuring every inbound inquiry from searchers and investors is handled with professional excellence so that no high-value opportunity ever falls through the cracks.
  

• Building the Source of Truth: By maintaining a metIiculous CRM and organizing critical financial documents you turn raw data into actionable intelligence allowing fund managers to make faster smarter investment decisions.
  

• Amplifying Leadership Impact: You will buy back time for the firms principals by owning the scheduling follow-ups and coordination of office hours ensuring the team stays focused on high-level strategy rather than logistics.
  

• Scaling Through Systems: You wont just follow a process; youll help refine it. You will create repeatable workflows and use AI tools to draft content and organize information ensuring the business can grow without losing its professional edge.
  

Requirements

Is This You

• A Process Architect: You naturally think in checklists and workflows. You find deep satisfaction in taking a messy inbox or complex loan documents and turning them into a clean organized system.
  

• The Proactive Partner: You dont wait for a nudge to follow up. You anticipate what the team needs next and take ownership of moving projects forward before youre even asked.
  

• High-Stakes Professionalism: You communicate with clarity and grit. Whether you are drafting a summary for an investor or researching a potential deal your work reflects a high level of intelligence and total confidentiality.
  

• Tech-Savvy: You are comfortable navigating CRMs (like Airtable HubSpot or Salesforce) and are excited about using AI tools to summarize data and draft communications more efficiently.
  

• Your Home Office: You have a reliable high-speed internet connection and a dedicated quiet workspace that allows you to maintain focus and represent the firm professionally during virtual meetings.
  

Benefits

Why Youll Love Being Part of the OAmazing Team

Youre not just taking a job youre stepping into a role where your growth security and peace of mind actually matter. Here is the total package weve built for you:

Your Wellness & Security

• Health & Wellness Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
  
  
• Security for the What Ifs: Our Group Life Insurance benefit gives you added protection because your future (and your familys) deserves a safety net.
  
  
• Time to Recharge Guilt-Free: We support your well-being with paid leave credits that allow you to rest reset and show up as your best self at work and at home.
  
  
• Support You Can Count On: We take care of all government-mandated benefits so everything is handled properly and on time.
  

Your Financial Rewards

• Performance Incentives: Bring results and youll see it rewarded. Simple as that.
  
  
• Premium Pay: When you put in the time we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
  
  
• 13th Month Pay: A well-earned bonus to celebrate the results of your years effort.