Partner directly with the COO and executive leadership to execute high-priority business initiatives
Translate concepts and strategic direction into clear action plans, timelines, and deliverables
Own initiatives from start to finish, ensuring on-time and effective implementation
Drive accountability across teams to ensure follow-through and completion
Process Implementation & Improvement
Design and implement new workflows and operational processes
Identify inefficiencies and execute process improvements to increase speed, accuracy, and consistency
Ensure processes are clearly documented, repeatable, and scalable
Systems Implementation & Optimization
Execute system improvements, enhancements, and workflow configurations
Gather requirements, coordinate testing, and lead rollout of system changes
Identify and implement automation opportunities to reduce manual work
Ensure tools and systems are being used effectively across teams
Go-to-Market & Business Operations Execution
Execute recurring business operations deliverables, including communications, reporting distributions, and stakeholder updates
Support sales and business development efforts through execution of campaigns, outreach, and follow-up processes
Build, update, and maintain sales and marketing materials, including pitch decks, collateral, and supporting assets
Develop and maintain internal enablement resources, including training materials and documentation
Manage and execute digital presence activities (e.g., LinkedIn), ensuring alignment with company messaging and priorities
Coordinate branded materials and assets, including vendor management, ordering, and design execution
Support pipeline and revenue operations activities within systems, including updates, templates, workflows, and reporting
Assist leadership with execution of initiatives that drive business growth, client engagement, and brand visibility
Platform Ownership & Administration
Serve as the administrator and business owner for key operational platforms, including Smartsheet, HubSpot, SharePoint, Power Automate, Front, PandaDoc, and Tratta
Maintain system hygiene, including data integrity, naming conventions, user permissions, and account structure
Build and optimize workflows, dashboards, automations, templates, and reporting within systems
Execute system clean-up, rebuilds, and enhancements to improve performance and usability
Support system integrations and partner with IT on access management and best practices
Cross-Functional Coordination
Act as the central project lead across departments for key initiatives
Coordinate stakeholders, manage timelines, and remove blockers to keep work moving forward
Ensure alignment between teams during implementation
Performance Tracking & Reporting
Track progress of key initiatives and report on status, risks, and outcomes
Support development of KPIs and ensure visibility into performance metrics
Identify gaps and take action to keep initiatives on track
Change Management & Adoption
Drive adoption of new processes and systems across the organization
Ensure teams are trained, supported, and equipped for changes
Monitor adoption and address gaps to ensure long-term success
Other Duties
Special projects as assigned by Chief Operating Officer and/or Chief Executive Officer.
Requirements
Bachelor’s degree required; MBA a plus
5–8+ years of experience in operations, project execution, or process improvement
Proven track record of executing cross-functional initiatives from concept to completion
Strong project management and organizational skills with high attention to detail
Proficiency working with operational systems (CRM, workflow tools, automation platforms, etc.)
Experience in debt collections, technology administration, property management and/or project
Ability to manage multiple priorities in a fast-paced environment