Jobs at Red Oak

Own and consolidate two Salesforce instances through a merger, administer the post-merge org (users, permissions, workflows, integrations), diagnose and fix root-cause data quality issues, collaborate with Marketing Ops and Sales Ops on handoffs and reporting, build training and guardrails, and design AI agents/automations to reduce manual CRM work.

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.