Operations Assistant
Job Description
REQUIREMENTS
- Bachelor’s degree in Business, Communications, Marketing, or related field preferred
- 0–2 years of professional experience in administrative support, operations, research, or coordination roles
- Strong organizational and time-management skills
- Proficiency with Microsoft Office or Google Workspace
- Ability to manage multiple tasks and maintain accurate documentation
- Organization and attention to detail
- Documentation and records management
- Research and information gathering
- CRM and digital platform administration
- Internal coordination and communication
RESPONSIBILITIES
Administrative & Operational Support
- Provide day-to-day administrative support for operational and engagement activities
- Organize internal files, documentation, and shared resources
- Coordinate internal meetings, agendas, and follow-up notes as needed
- Assist with preparation and formatting of internal presentations and reports
Documentation & Agreement Support
- Assist with preparation, organization, and tracking of NDAs and CSAs
- Maintain organized documentation of agreements and internal records
- Ensure proper storage and version control of agreements and supporting documents
- Track document status and assist with internal approval processes
Systems & Platform Management
- Maintain and organize HubSpot CRM records, including updating contact and company data and cleaning outdated or duplicate entries
- Support general HubSpot housekeeping and data organization
- Assist with PandaDoc document management, including organizing templates, uploading documents, and tracking agreement status
- Ensure internal systems remain accurate, organized, and up to date
Research & Information Support
- Conduct background research on industries, organizations, or potential opportunities as requested
- Compile research summaries and briefing materials to support internal planning and strategy
- Assist in gathering information for internal reports and leadership updates
Data Tracking & Reporting
- Maintain tracking documents for internal activities and operational updates
- Assist in preparing internal status updates and reporting summaries
- Ensure accurate data entry and record management across systems
Are you interested in this position?
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