Executive Assistant, Flosum

Salary not provided

Google Workspace

Junior, Mid and Senior level

San Francisco Bay Area

More information about location

Office located in San Ramon, CA

Salesforce DevlOps and backup solution

Be an early applicant

Salesforce DevlOps and backup solution

21-100 employees

B2BSaaSDevOps

Be an early applicant

Salary not provided

Google Workspace

Junior, Mid and Senior level

San Francisco Bay Area

More information about location

Office located in San Ramon, CA

21-100 employees

B2BSaaSDevOps

Company mission

To help Fortune 100 companies accelerate digital transformation on Salesforce.

Job

Company

Role

Who you are

If you thrive on variety, can context-switch between a tax filing and a college application in the same hour, and want a role where you learn how a CEO actually operates day to day — this is it
You are sharp, driven, and high-energy with an insatiable appetite for learning and getting things done
You have a baseline understanding of personal finance, investments, and tax processes — enough to be dangerous and ask the right questions
You have exposure to or genuine interest in legal processes — you do not need to be a lawyer, but you should be comfortable reading a contract, understanding a filing deadline, and coordinating with attorneys without hand-holding
You are an exceptional organizer who builds systems, not just to-do lists
You exercise impeccable judgment and discretion — you will have access to sensitive personal and financial information
You communicate clearly, directly, and proactively — you do not wait to be asked
You are comfortable operating independently with minimal supervision and can manage up effectively
You are tech-savvy and embrace AI tools to maximize your productivity
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
If you are ambitious and want a role with real responsibility from day one, we want to hear from you

What the job involves

This is not a typical executive assistant position. You will serve as the operational right hand to Flosum's CEO, managing a blend of professional and personal operations that require intelligence, discretion, financial literacy, and legal awareness
Think of yourself as a one-person chief of staff for the CEO's entire life — investments, legal coordination, family logistics, office administration, and everything in between
You will be the single point of accountability for ensuring that nothing falls through the cracks across a complex, fast-moving set of responsibilities
Investment & Financial Operations:
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
Legal Coordination & Light Legal Work:
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
Personal & Family Operations:
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
Office & Administrative Operations:
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
This is a rare opportunity to work directly alongside a CEO and learn how decisions get made at the intersection of business, finance, and personal life
You will not be siloed. You will not be bored. You will build skills across legal, financial, and operational domains that most people do not get exposure to until much later in their careers

Our take

Flosum is a leading DevOps, data management and protection platform built entirely on Salesforce. This means that customers don't need to worry about their data leaving the trusted Salesforce environment. Designed with built-in AI and automation, it simplifies the management of Salesforce so that teams can move faster while maintaining their security.

It serves global enterprises in some highly regulated industries too, like healthcare, finance, and manufacturing - businesses where mistakes really aren't an option. Customers like Cargill, GE Healthcare, and Hilton all trust Flosum to streamline their development workflows and keep their systems running smoothly. The company is setting itself apart by giving teams complete control, so they can customise how AI supports their processes, all while staying compliant with industry regulations.

Recently, the company joined the AWS ISV Accelerate Program and launched on AWS Marketplace, marking a huge step forward in platform accessibility for enterprise customers. It also unveiled powerful new AI features powered by Agentforce, bringing smarter automation and tighter security to every release. As AI becomes a bigger part of the tech world, Flosum is well-positioned to continue helping businesses feel confident in their field.