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PE USA Remote Practice Project & Administrative Support Coordinator

CDL Human Resource
Fully Remote — Kenya-based Posted Sep 2, 2026
Remote

About this role

PE USA Remote Practice Project & Administrative Support Coordinator

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

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