PE USA Remote Practice Project & Administrative Support Coordinator at CDL Human Resource

Location: Fully Remote — Kenya-based professional supporting a U.S.-based company

Position Summary

• The PE Practice Project & Administrative Support Coordinator will serve as the behind-the-scenes operational engine of the client's Private Equity practice.

The successful candidate will:

• Coordinate multiple parallel projects and workstreams.
• Manage the PE Practice Leader’s EmmerScale calendar.
• Track deliverables, timelines, and action items.
• Maintain accurate Monday.com boards.
• Support Slack communication and information flow.
• Prepare meeting materials and follow-up.
• Update documentation and SOPs.
• Use Claude and other AI tools to accelerate administrative workflows.
• Support onboarding activity when needed.
• Provide light HubSpot administrative support.
• Ensure important details do not fall through the cracks.
• This is not a client-facing role. The coordinator may attend meetings in a silent support capacity to capture notes and action items, but will not lead meetings, contact clients directly, conduct outreach, or own client relationships.

Key Responsibilities

Project Coordination

• Track multiple concurrent projects and workstreams across the Private Equity practice.
• Maintain visibility into action items, owners, deadlines, dependencies, deliverables,next steps, and project status.
• Follow up with internal stakeholders on outstanding tasks and deliverables.
• Help ensure nothing stalls, gets overlooked, or is dropped.
• Provide the PE Practice Leader with a clear view of what requires attention.
• Maintain accuracy and urgency while managing multiple simultaneous priorities.

Calendar Ownership

• Manage the PE Practice Leader’s calendar.
• Schedule and reschedule meetings.
• Coordinate availability across project and team calendars.
• Identify and resolve scheduling conflicts.
• Adjust meetings when priorities or availability change.
• Help prepare the Practice Leader’s calendar for upcoming work.
• Provide light calendar support for internal or non-PE Practice work when needed.

Slack Communication Support

• Support day-to-day communication flow within the client's Slack environment.
• Monitor assigned channels and relevant internal communications.
• Surface important information and outstanding action items.
• Post internal updates as directed.
• Help ensure requests communicated through Slack are captured and followed through.
• Maintain organized and timely communication across project teams.
• Use scheduled Slack messaging when appropriate to support different working hours and time zones.

Meeting Logistics & Follow-Up

• Prepare materials and documentation before meetings.
• Organize meeting-related information.
• Capture clear and structured notes.
• Identify decisions, action items, owners, and deadlines.
• Track follow-up responsibilities after meetings.
• Ensure actions are documented and completed.
• Attend meetings in a silent support capacity when required.
• Do not present, lead discussions, or independently engage clients.

Deliverable & Timeline Tracking

• Track deliverables, deadlines, milestones, and project commitments.
• Keep timelines current across active workstreams.
• Identify overdue or at-risk items.
• Follow up on approaching deadlines.
• Help maintain visibility into what is on track and what requires intervention.
• Provide concise updates to the PE Practice Leader.

Monday.com Board Management

• Maintain day-to-day project board hygiene.
• Update statuses and task progress.
• Maintain task ownership and due dates.
• Add updates when work progresses.
• Flag overdue items.
• Keep project information current and accurate.
• Work primarily within boards and structures already created by project leadership.
• Use basic Monday.com proficiency to support information sharing and project updates.

Documentation & SOP Support

• Maintain and update existing operational documentation.
• Update SOPs as processes change.
• Use meeting transcripts, notes, or instructions to revise documentation.
• Prepare updated drafts for review.
• Organize process information clearly.
• Maintain documentation so it remains accurate and transferable.
• Support Trainual or other knowledge-management systems when required.

AI-Assisted Workflow Execution

• Use Claude or another approved large language model as a daily work tool.
• Summarize meeting transcripts.
• Identify and organize action items.
• Prepare first drafts.
• Consolidate notes and information.
• Support recurring administrative workflows.
• Work within existing Claude Projects and established instructions.
• Use AI to increase speed, consistency, and accuracy.
• Apply sound judgment when reviewing AI-generated outputs.
• No advanced AI automation or technical build experience is required.

Onboarding Support

• Provide backup administrative support when new employees, contractors, brands, or projects are onboarded.
• Assist with onboarding trackers.
• Update timelines and checklists.
• Maintain document flow.
• Update Monday.com boards.
• Help coordinate onboarding-related information.
• Support existing onboarding owners rather than leading the process independently.

HubSpot & PE Business Development Support

• Provide light administrative support within HubSpot.
• Add new leads when directed.
• Update basic CRM records.
• Update deal stages.
• Maintain relevant activity information.
• Prepare brief summaries of PE business development activity when requested.
• Support the PE Practice Leader’s established processes.
• Do not independently prospect, conduct outreach, or own business development strategy.
• Basic HubSpot familiarity is sufficient; advanced proficiency is not required.

Time & Administrative Reporting

• Record working hours accurately in the approved time-tracking system.
• Support basic spreadsheet or administrative reporting when requested.
• Export and organize data when needed.
• Summarize time or project information.
• Flag discrepancies or missing information proactively.

Required Skills & Experience

• Bachelor’s degree in Business Administration, Operations, Communications,Project Management, or a related field.
• 2+ years of experience in project coordination, administrative support, operations,or a similar fast-paced professional environment.
• Exceptionally strong organizational skills.
• Ability to manage multiple concurrent workstreams without losing accuracy or urgency.
• Experience using at least one project-management platform such as Monday.com,Asana, ClickUp, or equivalent.
• Experience tracking tasks, owners, deadlines, deliverables, and follow-upresponsibilities.
• Excellent written and verbal English communication skills.
• Strong general business acumen.
• High degree of common sense and professional judgment.
• Ability to identify priorities and context without being told every detail.
• Self-directed and comfortable working with minimal supervision.
• Reliable and consistent in completing recurring responsibilities.
• Proactive and intuitive in anticipating needs.
• High emotional intelligence.
• Coachable and receptive to feedback.
• Comfortable using Slack, Google Workspace, calendar systems, andproject-management tools.
• Practical experience using Claude or another LLM for everyday work.
• Technologically adaptable and able to learn software quickly.
• Comfortable working behind the scenes in a fast-moving professional environment.
• Able to handle confidential information with discretion.
• Available for a consistent 4-hour daily block, Monday through Friday.

Preferred Qualifications

• Experience supporting private equity, conglomerates, holding companies,multi-brand organizations, consulting firms, professional services firms, or fractional teams.
• Familiarity with EOS/Traction, including Rocks, L10 meetings, and accountability structures.
• Basic HubSpot familiarity.
• Familiarity with Trainual or another SOP/LMS platform.
• Previous experience managing calendars for an executive, project leader, account leader, or consultant.

Benefits
Compensation & Benefits

• Competitive Salary
• Performance raises
• Remote work flexibility
• Opportunity to work with a diverse, dynamic team
• Career growth potential