Operations Associate

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Requirements:

• Professional or high-level competency in Notion
• Ability to quickly adapt to new technology and/or software
• Strong organizational skills with the ability to track, process, and report data efficiently
• Project and calendar management experience; Gmail and Slack

Responsibilities:

• Coordinate directly with clients to organize kick-off and offboarding calls, obtain necessary documentation and credentials, and maintain up-to-date client databases.
• Work with Service Directors to ensure proper staffing on client accounts, track team capacities, and manage updates to the staffing ledger when changes arise (e.g., restaffing, change orders, offboarding clients).
• Responsible for compiling and structuring client decks for key meetings, ensuring all relevant data and insights are included in a polished, professional format.
• Own the preparation, proper documentation, and leadership of internal client kick-off meetings. This includes setting agendas, ensuring all necessary documentation is in place, and leading discussions effectively.
• Serve as the primary owner of Notion system maintenance, including database management, data hygiene, and troubleshooting to ensure efficient internal workflows.
• Maintain up-to-date records across all internal platforms, including Notion, Google Suite, and Slack, ensuring consistency and accuracy.
• Assist in developing and implementing company-wide operational projects, including drafting standard operating procedures (SOPs), training materials, and process improvements.
• Provide updates on client onboarding/offboarding, client health status, and operational issues during weekly meetings.
• Assist with calendar coordination and scheduling as needed.