Operations & Systems Lead - 60254129171

Remotelead

OtherSystems

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Quick Summary

Overview

Operations & Systems Lead (Specialty Finance) Location: Remote (South Africa or Latin America preferred) Working Hours: Partial overlap with U.S. Pacific Time business hours preferred Salary Range: $1,800 – $2,500 USD per month (DOE) Type: Full-Time

Key Responsibilities

1. Systems Building & Operational Organization (Priority #1) Operational Cleanup & Structure Audit and organize existing Google Drive folders, spreadsheets, and operational workflows Help centralize operational tracking and reporting Improve naming…

Requirements Summary

REQUIRED Advanced Spreadsheet Proficiency You do not simply “use” spreadsheets — you build systems within them. You should be highly proficient in: Google Sheets Excel Formulas Data organization Reporting structures Dashboard creation Linked…

Technical Tools

excel

Location: Remote (South Africa or Latin America preferred)
Working Hours: Partial overlap with U.S. Pacific Time business hours preferred
Salary Range: $1,800 – $2,500 USD per month (DOE)
Type: Full-Time

We are a specialty finance company providing cash flow solutions to medical clinics and equipment providers treating personal injury patients.
We advance funds against medical receivables tied to insurance settlements and litigation outcomes, helping clinics maintain operational cash flow while cases resolve — a process that can take anywhere from 8–26 months.

We are entering a significant growth phase and are looking for a highly organized, systems-oriented operator to help us transition from founder-managed processes and fragmented spreadsheets into a scalable operational platform.

We are looking for a highly organized Operations & Systems Lead who can help build the operational infrastructure behind a growing specialty finance company.

Currently, much of our operational logic, reporting flow, and tracking systems live across multiple spreadsheets, documents, and founder knowledge. Your role will be to help organize, streamline, and improve the systems that power the business.

You will work directly with the founders to:

Build operational workflows
Create reporting systems
Organize and improve spreadsheet infrastructure
Maintain operational visibility
Improve data accuracy and process consistency
Help scale the business operationally

This role is ideal for someone who enjoys creating order from complexity and building systems that make businesses run better.

Responsibilities

~1 min read

Audit and organize existing Google Drive folders, spreadsheets, and operational workflows
Help centralize operational tracking and reporting
Improve naming conventions, file organization, and reporting consistency

Build and maintain advanced Google Sheets / Excel tracking systems
Create interconnected operational dashboards and reporting workflows
Assist in evaluating or implementing tools such as Airtable or Smartsheet where appropriate

Map and document the operational flow of deals from onboarding through repayment
Create SOPs and repeatable operational processes
Identify bottlenecks, inefficiencies, and areas for improvement

Track medical receivables, settlements, funding activity, and operational milestones
Maintain organized reporting across:
Client funding activity
Internal operational metrics
Capital provider reporting

Aggregate and organize operational data
Build dashboards and reporting summaries
Help improve visibility into cash flow, portfolio activity, and operational performance

Ensure information remains accurate and synchronized across systems
Assist with ongoing operational reconciliation and reporting consistency

Utilize AI tools and automation opportunities to improve operational efficiency
Recommend workflow improvements and scalable systems

Assist in organizing and tracking due diligence and operational data related to clinic underwriting and reporting
Support operational scalability as the company grows