Operations Coordinator

Job Position: Operations Coordinator
Location: Remote (Ability to work within specified time zones as needed)
Work Schedule: Flexible based on executive needs, typically Monday to Friday.

Position Overview:

The Operations Coordinator plays a crucial role in optimizing operational efficiency and supporting various aspects of our organization. This position requires strong organizational skills, attention to detail, and the ability to manage multiple tasks effectively.

Key Responsibilities:

1. Client Communication: Manage client interactions via email and phone, ensuring prompt responses and professional engagement.

2. SOP Development: Develop and document Standard Operating Procedures (SOPs) and playbooks for tasks such as onboarding, CRM management, and customer follow-ups.

3. Meeting Coordination: Coordinate weekly meetings, ensuring efficient formats and agendas are in place.

4. Data Management: Assist in gathering and analyzing Key Performance Indicator (KPI) data and management accounting reports.

5. Process Optimization: Collaborate with teams to refine sales scripts, pricing strategies, and operational processes.

6. Technology Utilization: Utilize and potentially train on software tools like HubSpot, Asana, Notion, and others to streamline operations.

Qualifications:

• Strong organizational skills with a proven track record in a similar role.
• Familiarity with CRM systems and productivity tools like HubSpot, Asana, and Microsoft Office.
• Ability to provide insights on selecting appropriate tech solutions and potentially learning new platforms.
• Experience in editing and creating visual content for social media is a plus.
• Ability to manage data for financial KPI dashboards and schedules.

Nice-to-Haves:

• Experience in Social Media Management: Proficiency in editing and creating visual content for platforms like Instagram, Facebook, and LinkedIn.
• Advanced Data Analysis Skills: Ability to build or gather data for dashboards tracking financial KPIs and schedules using tools like Excel, Google Sheets, or specialized analytics software.
• Familiarity with SEO and Digital Marketing Tools: Knowledge of SEO principles and experience with tools such as Google Analytics, SEMrush, Ahrefs, or similar platforms.
• Technical Skills in Automation: Experience setting up and maintaining automation tools like Zapier, ChatGPT/AI, or similar platforms to streamline processes and increase efficiency.
• SQL Proficiency: Knowledge or experience with SQL for data manipulation and database querying.