Partner with the COO to manage priorities, schedules, and key deliverables
Track operational activities such as invoices, contracts, and project milestones
Prepare meeting materials, summaries, and internal reports
Maintain organized digital files and documentation systems
Support execution of strategic initiatives and special projects
Track progress against goals and ensure follow-through on key deliverables
Coordinate meetings, document action items, and monitor completion
Document and maintain standard operating procedures (SOPs) and workflows
Maintain and improve internal systems (e.g., Monday.com, Harvest, shared drives)
Ensure data accuracy, organization, and version control
Troubleshoot basic system issues and coordinate with vendors as needed
Build and manage templates, trackers, and dashboards
Coordinate logistics for marketing initiatives and client projects
Track pipeline activity including leads, proposals, and onboarding progress
Maintain organized documentation and reporting for business development efforts
Ensure consistency in branding and materials across channels
Assist with recruiting coordination and onboarding logistics
Maintain organizational documentation (org charts, role descriptions, etc.)
Support team meetings, engagement initiatives, and company events
Track completion of trainings, surveys, and performance processes

3-5 years of experience in operations, project coordination, or administrative roles
Strong organizational and time management skills
Experience with project management tools (Monday.com preferred)
Proficiency in Microsoft Office
Clear, concise communicator, both written and verbal
High attention to detail and strong follow-through
Comfortable working with sensitive information and maintaining confidentiality
Bachelor’s degree in Business, Operations, or related field (or equivalent experience)

Operations Associate

Key skills