Practice Operations Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Provide daily operational assistance to leaders and members of the Strategic Advisory Group.

• Facilitate collaboration among senior leadership, practitioners, corporate functions, and external stakeholders.

• Assist with marketing and business development efforts, which include tracking opportunities, preparing for meetings, following up, supporting events, and maintaining marketing materials.

• Create, revise, and ensure quality of pitch decks, qualifications packages, presentations, and client-facing documents.

• Manage CRM data and processes, encompassing opportunities, contacts, accounts, pipeline hygiene, activity tracking, reporting, and reminders.

• Oversee accounts receivable, work in progress, billing status, collections follow-up, and associated reporting.

• Prepare and facilitate client invoicing, monitor approvals and invoice statuses, and keep accurate records.

• Develop and sustain trackers, dashboards, templates, shared workspaces, and process documentation.

• Organize recurring and ad hoc meetings, prepare agendas and materials, document decisions and action items, and ensure follow-up to completion.

• Support onboarding processes, system access, internal requests, team communications, and other administrative tasks.

• Utilize Microsoft 365 and business systems to enhance task efficiency, improve data quality, and identify automation opportunities.

• Handle confidential and sensitive information with the utmost care and discretion.

• Anticipate needs, identify risks, escalate issues as necessary, and provide practical solutions.

• Accept additional priorities as they arise.

⛳️ Requirements

• Experience in operations, project coordination, team support, marketing and business development assistance, finance administration, or a similar client-service environment.

• Outstanding organizational skills and the ability to follow through on managing multiple deadlines, requests, stakeholders, and recurring tasks.

• Capability to transition between strategic, analytical, administrative, and hands-on activities.

• Strong service orientation and a professional demeanor.

• Excellent communication skills and the ability to work across various organizational levels and with external contacts.

• Familiarity with marketing and business development workflows, presentation development, CRM administration, AR/WIP/billing management, and invoicing, or a quick learning ability.

• Advanced proficiency or strong aptitude in Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint.

• Ability to create accurate, polished, client-ready presentations, trackers, reports, and written communications.

• Sound judgment, discretion, and accountability in handling confidential information.

• Proactive problem-solving abilities, intellectual curiosity, and a willingness to learn new systems and processes.

• Capacity to work independently, ask insightful questions, collaborate across functions, and keep stakeholders informed.

• Comfort in a fast-paced environment with shifting priorities.

• Regular computer-based work and participation in both virtual and in-person meetings.

• Flexibility to work outside standard business hours when business or client needs necessitate it.

🏝️ Benefits

• Generous FTO policy.

• Medical, dental, and vision insurance.

• 401(k) match.

• Commuter benefit.

• Flexible work environment that supports employees’ needs.