Jobs at Red Oak

Support the CEO by managing complex calendars and travel, producing board and executive materials, tracking and closing action items, investigating meeting metrics using core systems, conducting financial analysis, building AI-assisted workflows with Claude, representing the CEO when absent, and providing discreet personal administrative support.

Own end-to-end SaaS implementations for enterprise asset managers: manage project plans, translate regulatory requirements into system configuration, deliver hands-on training, create documentation, coordinate cross-functionally, and drive process improvements to ensure on-time, in-scope go-lives and smooth handoffs to Client Success.

The Director of Revenue Operations is responsible for building and maintaining infrastructure connecting Sales, Marketing, Finance, and Operations, ensuring reliable pipeline visibility and efficient GTM processes.