Chief of Staff

Our client is an innovative financial technology company dedicated to helping individuals build a clear path to homeownership. By offering tailored credit-building tools and personalized guidance, our client empowers users to improve their financial health and credit scores, ultimately preparing them for the home-buying process. The company’s platform provides easy-to-understand, actionable insights, and resources designed for long-term success. Our client supports aspiring homeowners in establishing financial stability, building credit, and making informed decisions, making homeownership achievable for a broader audience.

The role supports the CEO

Content Creation

• Completing application information for grants and other funding or partnership requirements
• Creating or updating company marketing materials
• Pitch decks, etc using branding templates and guidelines
• Write blogs and other thought pieces for the company
• Maintain company LinkedIn, professional content

Communications

• Creating user communications, newsletters, announcements, and scheduling through (Sendgrid or other tool)
• Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf
• Build out email workflows leveraging CRM platforms like Customer.io or Hubspot 

Social Media

• Performing minor website posting or updates 
• Creating social media content and scheduling through posting multi-posting platform (such as Buffer)

Scheduling

• Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
• Scheduling and preparing for webinars and other company-sponsored or participating events
• Schedule interviews and follow-ups

Other Activities

• Write procedures documents for critical processes with the help of the leadership team
• Leverage AI tools to build out draft communications or research. 
• Complete competitive research and build out draft reports 
• Must be proficient in Google Suite, Canva, Figma, or Powerpoint
• Fast learner and able to execute without excessive supervision

• Education and Experience: Bachelor’s degree in Business, Communications, Marketing, or a related field is preferred, with 5+ years in a similar role supporting executives or overseeing content creation, marketing, and/or operations.
• Content Creation and Writing Skills: Demonstrated experience in content creation, marketing collateral design, and professional social media management, with skills in grant writing or drafting applications for funding.
• Technical Skills: Proficiency in Google Suite, Canva, Figma, PowerPoint, and experience with CRM platforms (e.g., Customer.io, HubSpot) and scheduling or email tools like SendGrid.
• Project Management: Strong organizational skills to manage multiple projects independently, including content updates, competitive research, and administrative support for leadership initiatives.
• Digital and Social Media Proficiency: Experience with website posting or basic updates, content creation, and social media scheduling using platforms like Buffer.
• Communication and Interpersonal Skills: Strong written and verbal communication skills for executive communications, user announcements, newsletters, and creating content for LinkedIn.
• Adaptability and Self-Motivation: Ability to learn quickly, take initiative, and work independently with minimal supervision; familiarity with using AI tools to enhance productivity is a plus.

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.

• Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

Salary: $1000 / month
Schedule: EST