The ideal candidate is a proactive, agile thinker with strong critical thinking and problem-solving skills. They are highly organized, adaptable to shifting priorities, and thrive in dynamic environments. This individual brings attention to detail, desire to learn and grow, and the ability to navigate complexity with confidence, ensure tasks are carried out efficiently and on time —directly contributing to client success through operational excellence.

You’ll thrive in this role if you’re a natural collaborator who can influence across teams and functions to drive results.

Operational Execution

• Ensure compliance and demonstrate growing fluency in internal operational processes.
• Prioritize and manage workload effectively to meet deadlines and deliverables.
• Identify and resolve internal obstacles by navigating cross-functional teams and systems.
• Communicate clearly on project progress, risks, and needs.

Team Collaboration and Culture

• Build strong, trusted relationships through excellence in operations execution across internal teams to foster a collaborative, high-performing environment.
• Influence across levels to align stakeholders and drive decision-making Contribute positively to team morale and culture; support peers and share knowledge.
• Continuously grow technical and business acumen through elective training and coaching.

Business Operations & Finance Support

• Lead internal coordination for new business, renewals, and change orders.
• Manage weekly revenue forecasts and monthly invoicing; follow up on payments to minimize outstanding balances.
• Develop comprehensive understanding of revenue recognition models and contractual billing/invoicing types to support financial accuracy.
• Produce and interpret financial and project reports using tools like Excel and Power BI.
• Review time allocations to ensure accuracy, manage against original deal economics and proactively communicate deviations

Key Skills and Experience

• Bachelor’s degree required.
• 3–5 years of experience in account management, client services, or operations—agency or client-side.
• 3+ years of project management experience, including working with remote teams.
• Proficiency in Excel and financial tracking; experience with Power BI is a plus.
• Experience with CRM tools like Zoho and Salesforce is a plus.
• Strong critical thinking, problem-solving, and organizational skills with a solution-oriented mindset.  Apply learnings to new tasks independently
• Excellent communication, collaboration, and time management abilities.
• Self-motivated, ethical, and eager to learn and grow.
• Demonstrated ability to independently solve complex problems, adapt in fast-paced environments, and drive solutions with accountability and follow-through—even amid ambiguity.