Operations Support Manager

CFGI


Job Location:

Boston, MA - USA

Monthly Salary: $ 70000 - 75000
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

Job Summary:

The Strategic Operations Support Manager will report to the Head of Administration and Events while working as part of a team supporting CFGIs national offices and will provide high-level marketing and operational support to the Boston Managing Partner and wider Boston leadership team. This role is central to ensuring effective coordination of executive activities client engagement and cross-functional projects.

The ideal candidate will be highly organized proactive and detail-oriented with strong communication and project management skills. They will thrive in a fast-paced professional environment and balance strategic thinking with hands-on execution while having a high level of positive energy and professionalism.

Project Management & Cross-Functional Support 40% time utilization

Support the partner group to translate strategic goals into actionable plans via Salesforce and assisting with coordination and management of key strategic in market activities (scheduling and planning of key client/prospect/referral partner meetings and related prep work including holding the pen on drafting content and insights working alongside PMD group)

Track actions and deliverables to ensure completion and accountability via Salesforce

Liaise with PMD group to set up and manage campaigns to measure ROI on strategic sales and marketing investments measuring progress on top of funnel channel activity for our PMD group and establishing opportunities via Salesforce for pre-qualified leads taking data entry responsibilities away from PMD group.

Support office operations (timesheets utilization invoices chasing updates to close date/status & next steps for pipeline review calls etc.) via Salesforce and Power BI

Support cross-functional business development initiatives and track progress via Salesforce

Prepare strategic and operational agendas and minutes for key meetings

Marketing and Communication Support 40% time utilization

Plan and coordinate delivery of external events oversee event budgets and logistics

Assist in coordinating marketing campaigns social media posts and digital communications in collaboration with internal or external marketing partners

Liaise with vendors venues and partners to ensure smooth execution of all external events

Represent the company professionally in all external communications and public-facing activities

Prepare marketing materials newsletters and presentations for client and stakeholder engagement

Track marketing analytics compile reports and support brand or event promotions

Office Management Support 20% time utilization

General office responsibilities (ie: creating/terminating badges greeting visitors accepting deliveries booking conference rooms restocking snacks etc.)

Centralize all US mail collection and distribution - checking mailbox scanning important pieces to the appropriate internal teams and mailing check payments. to replace Ricoh digital mail

Coordinate with the building to maintain up-to-date COIs for tenant/vendors submit maintenance requests and request visitors/badges

Provide coverage for other functions of the Regional Support team

Skills/Competencies:

Excellent verbal/written communication and presentation skills

Ability to prioritize and handle multiple requests

Excellent time management and organizational skills

Experience with Salesforce or other comparable CRM/Task Management systems

Experience administering Microsoft Office

Experience with supporting multiple offices

Experience with event coordination

Complete special projects as requested

Education/Experience Requirements:

A minimum of one to two years of experience in Administrative facilities or event coordination

An Associates/Bachelors degree from an accredited university is preferred

CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors such as the specific role and level being hired for location as well as the individuals skills experiences and qualifications. The good-faith estimated base salary range for this position is: $70000 - $75000. In addition to the base compensation CFGI offers a competitive benefits package and various bonus programs and incentives based upon an individuals level and overall work performance.

$70000 - $75000 a year
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Manager

Job Summary:The Strategic Operations Support Manager will report to the Head of Administration and Events while working as part of a team supporting CFGIs national offices and will provide high-level marketing and operational support to the Boston Managing Partner and wider Boston leadership team. T...

About Company

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When in need of an interim CFO or financial consulting, MA companies turn to CFGI, an industry leader providing top-tier MA accounting consulting.

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