We are seeking a highly organized, proactive, and detail-oriented Business Operations Coordinator to support the operational, client, sales, and marketing functions of a growing consulting and leadership development business.

This role works closely with leadership, clients, coaches, facilitators, and external vendors in a fast-paced and collaborative environment. The ideal candidate is a self-starter with strong coordination and administrative skills, excellent communication abilities, and a solid understanding of how technology supports modern business operations.

This individual thrives on creating structure, ensuring follow-through, and continuously improving processes while remaining adaptable and solution-oriented.

Key Responsibilities

Client & Partner Coordination

• Manage day-to-day coordination with clients and partners, ensuring timely communication and a high level of service

• Coordinate communication between clients, coaches, facilitators, and external vendors

• Provide end-to-end support for client engagements, including workshops, leadership programs, and consulting projects

• Manage client correspondence, follow-ups, and post-engagement communication

• Provide logistical and operational support for workshops, programs, and events

• Coordinate contracts, Statements of Work (SOWs), and related documentation

Sales & CRM Support

• Manage and route incoming sales and client inquiries

• Maintain CRM systems (HubSpot and/or GoHighLevel) to track leads, contacts, opportunities, and engagement status

• Ensure accurate CRM data entry, tagging, segmentation, and reporting

• Support sales processes through pipeline tracking, follow-ups, and reporting

• Analyze engagement and assessment data to identify insights and trends

• Assist leadership with pipeline visibility, forecasting support, and sales coordination

Marketing & Brand Support

• Schedule and publish social media posts, newsletters, and campaign content using provided templates and assets

• Update website content and backend elements as needed

• Coordinate the creation and formatting of presentations, templates, and marketing collateral

• Support marketing campaign execution, tracking, and performance reporting

Bonus:

• Assist with basic landing page creation, forms, and system integrations

Operations & Program Coordination

• Coordinate with bookkeeping on Statements of Work, invoicing, and payments

• Provide operational and coordination support for leadership development programs and consulting engagements

• Create, document, and maintain standardized processes for service delivery

• Develop high-quality PowerPoint presentations, templates, and executive-ready materials

• Manage platforms and vendors used for leadership assessments and program delivery

• Maintain subscriptions, permissions, and access across business tools and systems

• Coordinate meetings, calendars, agendas, and follow-up actions

• Streamline communication and collaboration across clients, coaches, and internal stakeholders

• Maintain organized document management systems (OneDrive, Google Drive, SharePoint, etc.)

• Support ad-hoc projects to ensure smooth and efficient business operations
  
  
   

  Qualifications & Skills

  Technical Skills

• Experience working with CRM systems required, preferably HubSpot and/or GoHighLevel

• Strong proficiency with Microsoft Office 365 (Excel, PowerPoint, Outlook)

• Experience using Google Workspace (Docs, Sheets, Drive)

• Familiarity with CRM tools for contact management, pipelines, workflows, and sequences

• Experience using DocuSign or similar e-signature platforms

• Comfortable working in cloud-based technology environments

• Communication & Professional Skills

• Clear, professional written and verbal communication skills

• Work Style & Mindset

• Self-starter with a proactive, solutions-oriented attitude

• Strong learner with curiosity and interest in deeply understanding business operations

• Highly organized with the ability to manage projects and programs effectively

• Marketing & Digital Experience

• Experience supporting sales and marketing initiatives

• Familiarity with social media coordination and campaign support

• Basic understanding of website backends and landing page creation

• Preferred experience includes:

• WordPress content updates and backend management

• Basic landing page structure, forms, and tool integrations

• Familiarity with Google Analytics or similar tools to interpret website traffic and engagement data

• Strong analytical thinking and foundational business intelligence skills

• Strong customer service and relationship management abilities

• Exceptional attention to detail and follow-through

• Ability to manage multiple priorities and coordinate across stakeholders

• Experience working in a professional business environment