Logo for Wisepath Group

Operations Manager

Role overview

Summary

This role is for an Operations Manager focused on campaign operations, responsible for overseeing daily activities and ensuring efficient execution of campaigns. You will coordinate with vendors and internal teams while maintaining data accuracy and performance reporting, contributing to the overall operational efficiency of the organization.

Qualifications

  • Minimum of 5 years of relevant experience in operations management, project coordination, campaign operations, business operations, or a related field.
  • At least 2 years of experience leading teams, coordinating vendors, or managing cross-functional operational workflows.
  • Advanced proficiency in Microsoft Excel or Google Sheets, including pivot tables, lookups, data reconciliation, duplicate identification, and reporting.
  • Strong organizational, analytical, and problem-solving skills with exceptional attention to detail.
  • Excellent written and verbal English communication skills.

Responsibilities

  • Oversee daily operational activities, campaign schedules, deliverables, and execution timelines.
  • Manage workflows from initial data requests and preparation through campaign coordination, delivery tracking, and reporting.
  • Identify operational bottlenecks, resolve issues, and implement process improvements.
  • Prepare accurate weekly operational reports and leadership updates.

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Problem Solving
  • Microsoft Excel
  • Google Sheets
  • Communication
  • Team Leadership
  • Organizational Skills
  • Detail Oriented

About the company

Wisepath Group logo

Wisepath Group

  • Asset & Wealth Management
  • 11–50
Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Operations Manager – Campaign Operations

Remote | Full-Time | Eastern Time (ET) Business Hours

About the Role

We are seeking an experienced, detail-oriented Operations Manager – Campaign Operations to oversee daily operational activities, campaign execution, vendor coordination, data accuracy, and performance reporting.

This is a hands-on management position for a proactive professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate has demonstrated success managing complex workflows, coordinating cross-functional teams, improving operational efficiency, and maintaining high standards of accuracy and accountability.

The Operations Manager will play a key role in ensuring campaigns are executed efficiently, vendors meet expectations, operational processes remain organized, and leadership has clear visibility into performance and potential risks.

Key Responsibilities

Operations & Campaign Management

  • Oversee daily operational activities, campaign schedules, deliverables, and execution timelines.

  • Manage workflows from initial data requests and preparation through campaign coordination, delivery tracking, and reporting.

  • Establish priorities, assign responsibilities, monitor deadlines, and ensure timely completion of deliverables.

  • Identify operational bottlenecks, resolve issues, and implement process improvements.

  • Maintain accurate operational records, documentation, and project status updates.

Vendor & Cross-Functional Coordination

  • Serve as a primary point of contact for assigned external vendors and service providers.

  • Coordinate vendor requests, pricing, project specifications, deliverables, and turnaround expectations.

  • Monitor vendor performance, investigate discrepancies, and ensure timely resolution of operational issues.

  • Collaborate with internal departments, including Operations, Product, Technology, Quality Assurance, and other supporting teams.

  • Maintain professional relationships and communicate expectations clearly.

Data Management & Quality Assurance

  • Oversee data preparation, validation, reconciliation, and quality-control processes.

  • Review data for accuracy, completeness, duplicates, formatting issues, and inconsistencies.

  • Reconcile records across multiple sources and maintain accurate tracking systems.

  • Establish standardized quality-control procedures to reduce errors and rework.

  • Ensure confidential information is handled securely and in accordance with applicable policies and approved procedures.

Team Leadership & Workflow Accountability

  • Coordinate assigned team members and cross-functional contributors to ensure operational priorities are met.

  • Delegate tasks, monitor progress, and provide clear instructions and constructive feedback.

  • Support training, documentation, and consistent adherence to established procedures.

  • Identify opportunities to improve team productivity and workflow efficiency.

  • Escalate performance concerns, resource constraints, and operational risks to leadership when appropriate.

Process Improvement & Systems Management

  • Maintain project management platforms, workflow trackers, standard operating procedures (SOPs), and operational checklists.

  • Evaluate existing processes and recommend improvements that increase efficiency, accuracy, and consistency.

  • Identify opportunities for approved automation and workflow optimization.

  • Support system testing, issue identification, and coordination of corrective actions.

  • Develop repeatable processes that support operational growth and scalability.

Reporting & Performance Monitoring

  • Prepare accurate weekly operational reports and leadership updates.

  • Track key performance indicators (KPIs), including turnaround times, completion rates, data accuracy, vendor performance, and operational efficiency.

  • Identify trends, recurring issues, and areas requiring corrective action.

  • Provide clear recommendations supported by operational data.

  • Maintain visibility into upcoming deadlines, outstanding tasks, risks, and deliverables.

Required Qualifications

  • Minimum of 5 years of relevant experience in operations management, project coordination, campaign operations, business operations, or a related field, or an equivalent combination of experience and demonstrated results.

  • At least 2 years of experience leading teams, coordinating vendors, or managing cross-functional operational workflows.

  • Advanced proficiency in Microsoft Excel or Google Sheets, including pivot tables, lookups, data reconciliation, duplicate identification, and reporting.

  • Demonstrated ability to manage recurring operational deadlines, multiple priorities, and complex workflows with minimal supervision.

  • Experience developing and maintaining SOPs, workflow documentation, project trackers, and performance reports.

  • Strong organizational, analytical, and problem-solving skills with exceptional attention to detail.

  • Excellent written and verbal English communication skills.

  • Ability to exercise sound judgment, maintain confidentiality, and appropriately escalate operational concerns.

  • Ability to work consistently during the required Eastern Time (ET) business schedule.

Preferred Qualifications

  • Experience in marketing operations, campaign execution, direct mail, lead generation, or data-driven service environments.

  • Familiarity with ClickUp or comparable project management software.

  • Experience working with CRM platforms, reporting dashboards, and shared document management systems.

  • Knowledge of data validation, quality assurance, vendor management, and operational compliance practices.

  • Experience coordinating remote or internationally distributed teams.

  • Familiarity with workflow automation and process improvement methodologies.

A college degree is preferred but not required. Equivalent professional experience and demonstrated operational success will be considered.

What Success Looks Like

First 30 Days

  • Develop a thorough understanding of existing operational workflows, tools, vendors, and reporting expectations.

  • Review current processes, documentation, and quality-control procedures.

  • Identify immediate opportunities to improve organization, accuracy, and workflow visibility.

First 60 Days

  • Independently manage recurring operational responsibilities and campaign timelines.

  • Establish consistent vendor follow-up, internal coordination, and reporting procedures.

  • Demonstrate ownership of operational deliverables and timely issue resolution.

First 90 Days

  • Implement at least one measurable process improvement that enhances efficiency, accuracy, or operational visibility.

  • Demonstrate consistent performance against established operational targets.

  • Establish reliable, repeatable workflows that support continued growth.

Work Environment & Expectations

  • Work Location: Remote

  • Schedule: Full-time, aligned with Eastern Time (ET) business hours

  • Work Environment: Collaborative, fast-paced, and results-oriented

  • Reporting Structure: Reports to designated company leadership

The successful candidate must have reliable internet connectivity, a suitable remote workspace, and the ability to communicate effectively across distributed teams.

Specific employment or engagement terms, including classification and applicable benefits, will be communicated during the hiring process and confirmed in writing.

Equal Employment Opportunity

We are an Equal Opportunity Employer committed to providing a professional, inclusive, and respectful work environment.

Qualified applicants will be considered without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

Reasonable accommodations are available to qualified applicants and employees in accordance with applicable laws.

How to Apply

Interested candidates should submit the following information through the application process:

  1. Current Resume: Highlighting relevant operations, project management, vendor coordination, and leadership experience.

  2. Location & Time Zone: Your current country of residence and time zone.

  3. Compensation Expectations: Your requested compensation in USD, including whether the amount is monthly or annual.

  4. Brief Introduction Video: A 1–2 minute introduction describing your professional background, relevant experience, and interest in the position.

  5. Prescreening Questions: Complete all required application questions.

We appreciate your interest and look forward to learning more about your experience and qualifications.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Related jobs

See all Operations Manager jobs

Other jobs at Wisepath Group