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CRM

Operations Lead

Confidential employer

Posted 10/14/2026Rate visible after sign-upSource: Curated from source
CRM
Google Workspace
Asana
Trello
Project Management
About the Role

About the Opportunity

We are looking for a proactive, organized, and solutions-driven Operations Lead to oversee daily operations, strengthen internal workflows, and ensure our team operates efficiently, consistently, and in alignment with company objectives.
In this role, you’ll take ownership of operational processes, coordinate team activities, identify inefficiencies, and implement practical improvements that support productivity, accountability, and business growth. You’ll work closely with leadership and different departments to ensure responsibilities are clearly defined, deadlines are met, and operational challenges are addressed before they become larger issues.

This position is ideal for someone who enjoys solving problems, improving systems, managing priorities, and helping teams perform at their best. We’re looking for a hands-on leader who can turn operational challenges into effective solutions and build processes that support long-term success.

Key Responsibilities

Operations Management & Oversight

  • Oversee daily business operations to ensure tasks, projects, and workflows are completed accurately and on schedule.
  • Coordinate activities across departments to maintain alignment with company priorities and operational goals.
  • Monitor task completion, deadlines, resource allocation, and overall team productivity.
  • Establish clear procedures, responsibilities, and expectations to promote accountability.
  • Identify operational bottlenecks, recurring issues, and gaps that affect efficiency or service quality.
  • Ensure operational activities follow established company policies, procedures, and performance standards.
  • Provide management with regular updates on operational progress, challenges, and improvement opportunities.

Team Leadership & Performance Management

  • Guide, support, and coordinate team members to ensure consistent performance and timely execution of responsibilities.
  • Set clear expectations for productivity, quality, communication, and accountability.
  • Monitor individual and team performance against established goals and key performance indicators.
  • Provide constructive feedback, coaching, and guidance to help employees improve their performance.
  • Identify training needs and coordinate initiatives to strengthen team capabilities.
  • Address workflow delays, missed deadlines, and performance concerns through appropriate follow-up and corrective action.
  • Encourage collaboration, ownership, and continuous improvement across the organization.

Process Improvement & Workflow Optimization

  • Review existing workflows and identify opportunities to simplify processes, eliminate unnecessary steps, and improve turnaround times.
  • Develop, document, and implement standard operating procedures (SOPs) to promote consistency and efficiency.
  • Evaluate operational challenges and implement practical, measurable solutions.
  • Establish systems for tracking tasks, monitoring progress, and ensuring timely follow-through.
  • Identify repetitive manual tasks that could benefit from automation or improved technology.
  • Coordinate process changes and ensure team members understand and follow updated procedures.
  • Measure the effectiveness of improvements and make adjustments when needed.

Project Coordination & Execution

  • Coordinate operational projects, initiatives, and cross-functional assignments from planning through completion.
  • Establish project timelines, assign responsibilities, and monitor milestones.
  • Follow up with team members to ensure deliverables are completed on time and meet expectations.
  • Identify risks, dependencies, and potential delays and implement solutions to keep projects moving.
  • Maintain organized project documentation, task trackers, and progress reports.
  • Ensure projects remain aligned with company objectives, available resources, and established priorities.

Systems, Tools & Operational Efficiency

  • Oversee the effective use of project management platforms, communication tools, task trackers, and internal business systems.
  • Identify opportunities to improve the way teams use existing tools and technologies.
  • Help implement systems that improve visibility, coordination, documentation, and accountability.
  • Work with relevant team members to troubleshoot workflow and operational issues.
  • Support the adoption of new processes, systems, and technologies that improve productivity.
  • Ensure operational information and documentation remain organized, accessible to authorized personnel, and up to date.

Performance Monitoring & Strategic Reporting

  • Establish and monitor key performance indicators (KPIs) related to productivity, efficiency, quality, and task completion.
  • Review operational data to identify trends, recurring challenges, and opportunities for improvement.
  • Prepare regular reports highlighting team performance, project status, workflow issues, and progress toward operational goals.
  • Translate performance metrics into actionable recommendations for management.
  • Track the implementation and results of operational improvement initiatives.
  • Escalate significant risks, resource constraints, and unresolved issues to leadership.

Compliance, Documentation & Confidentiality

  • Ensure operational processes follow established company policies, internal controls, and applicable compliance requirements.
  • Maintain accurate documentation of procedures, decisions, workflows, and operational changes.
  • Promote responsible handling of confidential business, employee, and client information.
  • Ensure team members understand and follow relevant data protection and information security procedures.
  • Identify process gaps that may create operational, compliance, or information security risks and coordinate appropriate corrective action.

What We’re Looking For
We’re looking for someone who is dependable, analytical, resourceful, and confident managing people, processes, and competing priorities. Ideal candidates will have:

  • Previous experience in operations management, team leadership, project coordination, process improvement, or business administration.
  • Experience overseeing workflows, coordinating team responsibilities, and monitoring operational performance.
  • Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines.
  • Excellent problem-solving skills and the ability to identify the root causes of operational challenges.
  • Experience developing SOPs, improving workflows, and implementing more efficient processes.
  • Strong communication and interpersonal skills, including the ability to coordinate across departments and provide constructive feedback.
  • Familiarity with project management and collaboration tools such as Asana, ClickUp, Trello, ---------- , or similar platforms.
  • Proficiency in Google Workspace, including Google Sheets, Docs, and related productivity tools.
  • The ability to monitor KPIs, analyze performance data, and prepare clear operational reports.
  • Strong leadership, decision-making, and follow-through skills.
  • The ability to work independently in a remote environment while maintaining clear communication with management and team members.
  • A high level of professionalism, accountability, confidentiality, and attention to detail.
  • Experience with workflow automation, CRM systems, or operational technology is a plus.
  • A degree or relevant certification in business administration, operations management, or project management is a plus.

What Success Looks Like
Success in this role means ensuring that business operations are organized, efficient, accountable, and aligned with company goals.You’ll help ensure:

  • Daily operations run smoothly, with clear responsibilities and priorities.
  • Teams complete assigned tasks accurately and within established deadlines.
  • Operational bottlenecks and recurring issues are identified and addressed promptly.
  • Standardized procedures improve consistency and reduce unnecessary work.
  • Team performance is measured, monitored, and improved over time.
  • Projects move forward with clear ownership, timelines, and deliverables.
  • Systems and tools support better communication, visibility, and productivity.
  • Management receives timely, actionable insights into operational performance.
  • Confidential information is handled appropriately and internal procedures are followed.
  • Continuous improvement becomes part of the team’s day-to-day operations.

What We Offer

  • Remote work flexibility with the opportunity to take ownership of operational responsibilities.
  • Leadership and professional development opportunities as the organization grows.
  • The opportunity to make a meaningful impact by improving systems, processes, and team performance.
  • A collaborative environment where initiative, accountability, and practical problem-solving are valued.

How to Apply
If you enjoy leading teams, organizing complex workflows, solving operational problems, and building systems that help businesses run better, we’d love to hear from you.

Please submit your resume highlighting your experience in operations, team leadership, project coordination, or process improvement. Include examples of how you have improved workflows, managed team performance, implemented new procedures, or helped an organization operate more efficiently.

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