Enterprise Business Operations Partner

Position Summary

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Enterprise Business Operations Partner is responsible for leading complex cross-functional initiatives across Keystone Advisors and KosmosDX. This role serves as the central point of coordination between Product Engineering Operations Client Success Sales Data IT executive leadership clients and strategic partners. The ideal candidate is an exceptional organizer communicator and relationship builder who thrives in a fast-paced environment.

Primary Responsibilities

Lead multiple enterprise projects from planning through implementation.

Manage project plans timelines risks budgets dependencies and stakeholder communications.

Coordinate initiatives across Product Engineering Operations Sales Client Success Data Marketing Compliance and IT.

Manage strategic partnerships vendors and client implementations.

Support RFP responses Statements of Work (SOWs) discovery workshops and implementation planning.

Facilitate project meetings executive updates and post-project reviews.

Maintain project documentation in Jira and Confluence.

Develop SOPs improve workflows and identify automation opportunities.

Coordinate healthcare and call center operational initiatives.

Produce executive dashboards and project status reporting.

Required Experience

5 years leading cross-functional projects.

Experience managing multiple concurrent initiatives.

Experience working with executive leadership and external partners.

Excellent communication organization and stakeholder management skills.

Preferred Experience

Healthcare health insurance BPO SaaS or consulting experience.

Call center or customer operations experience.

Experience with RFPs client onboarding or software implementations.

Experience in high-growth organizations.

Technical Skills

Jira

Miro

Confluence

Microsoft 365 (Excel Word PowerPoint Outlook)

Salesforce or other CRM platforms

AI productivity tools (ChatGPT Microsoft Copilot Claude Gemini) preferred

Contact center platforms (Five9 NICE Genesys Dialpad RingCentral) preferred

Education

A bachelors degree is preferred but not required. Equivalent professional experience demonstrating successful project leadership will be considered.

Preferred Certifications

PMP (Project Management Professional)

CAPM

PMI-ACP

Certified ScrumMaster (CSM)

Lean Six Sigma Green Belt (or higher)

Core Competencies

Executive Presence

Strategic Thinking

Project Leadership

Relationship Management

Operational Excellence

Communication

Problem Solving

Process Improvement

Accountability

Adaptability

Success in This Role

Deliver projects on time and within scope.

Improve cross-functional collaboration and project visibility.

Standardize project governance and documentation.

Build trusted relationships with internal and external stakeholders.

Drive continuous operational improvement.