Operations Assistant - 19429

The final offer is at the client’s discretion and will depend on the candidate’s interview result, skills, and experience.

The organization is a high-growth consulting practice based in Dallas, operating under a globally recognized franchise network that specializes in operational cost reduction and vendor optimization. The founder is a seasoned entrepreneur with a proven track record, currently overseeing a successful automated logistics enterprise with over 80 employees. This new venture leverages that deep logistics expertise to help external businesses improve efficiency and drive bottom-line results.

This is a high-impact, senior-level operator role designed for a strategic "right hand" rather than a traditional assistant. As the consulting practice enters its launch phase, the founder requires an autonomous self-starter to build the operational backbone from the ground up. You will bridge the gap between strategy and execution, managing everything from CRM architecture and prospect research to client onboarding and complex data normalization. This is an entrepreneurial environment where you will transform ambiguity into scalable systems.

Internal Operations & Client Delivery

• →Systems Architecture: Build, document, and refine SOPs, workflows, and operational systems to ensure scalability.
• →Client Onboarding: Lead the intake and organization of critical client documentation, including contracts, SLAs, and invoices.
• →Data Management: Normalize and structure client AP data and operational information within spreadsheets for analysis.
• →Project Coordination: Support baseline cost analysis, vendor outreach, and quote collection to drive consulting results.
• →Stakeholder Liaison: Coordinate with corporate support teams to leverage marketing assets and internal resources effectively.

Business Development & GTM Support

• →Pipeline Management: Maintain high levels of CRM hygiene and track outreach activity across the sales funnel.
• →Market Research: Conduct prospect research, build targeted lead lists, and support LinkedIn/email outreach campaigns.
• →Growth Support: Coordinate appointment setting, manage direct mail initiatives, and assemble professional pitch materials and presentations.

Hard Skills:

• Advanced Data Management: High proficiency in spreadsheets (Excel/Google Sheets) for data normalization and reporting.
• CRM Mastery: Experience managing and organizing sales pipelines and contact databases.
• Project Management Tools: Familiarity with tools used for tracking tasks and documenting SOPs.
• Outbound Tools: Experience with LinkedIn outreach or sales sequencing tools is a plus.

Soft Skills:

• Strategic Thinking: Ability to "read between the lines" and anticipate the needs of a busy founder.
• Autonomy: A self-directed operator who thrives in a startup-style environment with minimal oversight.
• Operational Precision: High attention to detail when managing contracts, invoices, and data structures.