Business Operations Coordinator

📋 Description

• Role sits at intersection of executive support, operations coordination, and business
• Support the Founder with inbox management, calendar, and meeting prep; handle DocuSign and
• Maintain HubSpot CRM records, track proposals, and coordinate conference meetings and relationship
• Coordinate across the consulting team; use Smartsheet and other work management tools; onboard new
• Assist with financial admin including expenses, invoices, and records in Xero and ProjectWorks.
• Maintain structured document management across Microsoft 365 and SharePoint; refine processes and