Thanks for your interest! Advisorist.com is a fast-growing, award-winning e-learning company that's been featured in NASDAQ, CNN and Forbes on a mission to change the world with our innovative approach to learning in the financial industry.
To help us reach the summit, we're in immediate need of an operations lead that's got tech chops and highly tuned organizational skills.
You’re the first point of contact and you’ll be responsible for making sure no one on the team has operational roadblocks. Think of yourself as the ‘wears all hats’ operational glue.
Fast paced, organized environment, run entirely virtually
A typical day may look like:
Client Support 🏆
Phone calls - incoming and SMS about 1 or 2 a day. Relay to the right team member or resolve.
Patience with people and slower learners a must, as well as be able to work with people who are direct in their communication (we work in a financial world so people want things quickly)
Ensuring CRM Data (Active Campaign) is kept in order, data is clean and profiles make sense
Merge profiles and keeping client records clean and updated
Supporting team members 😃😀
Sales Rep support 🙌
Responding to client inquiries via email and phone
You’ll be slacked or called for help from sales if they need help with new contracts and reports.
Make new options in ThriveCart
Members area support for clients to get access
Knowing the courses/ offers we have in place and being the resource
Updating their Acuity Scheduling Calendar for availability or tech issues
Product Support 💪
Join the sales team meetings every morning and hear about product sales, opportunities, prepare reports for performance.
Throughout the day you may be meeting with team members to ensure projects are on track.
Video meetings are daily here so you must be able to work in a distraction free environment and focus when in zoom meetings
Scheduling meetings with/for CEO and other team leaders and partners (Acuity, communication, etc)
When in meetings you’ll be taking notes and creating project plans from them. It will be your role to make those projects run on time and get completed on deadline.
In addition you will work with the CEO to help manage calendar, emails, scheduling meetings.
Community management 🤗
Moderating community Facebook groups
Moderating webinars and video meetings
Operational Efficiencies ⏩
Handling and creating operational documents, SOPs, billing reports
You’ll enjoy lots of freedom to bring your own processes and install them for greater efficiency. We are humble and willing to learn other ideas that make things better and will expect you to bring the same if we share a method we know is proven to work.
General Reporting 📈
Daily hustle 👍
Full Time commitment ⌚
This is a 30-40hr a week full time gig with operations from 8am - 5pm EST. We are expecting you to come to the table with systems and processes that can cut that down if you’re as good as we need you to be 😉
You must be available via slack for quick (10 to 30 mins) one-off tasks after work hours and weekends if something breaks, or sales needs something to close a sale.
Top 3 Core competencies:
Attention to detail Tech savvy Highly organized personality
Looking forward to meeting you!
$28,000 — $53,000
Operations Manager, aThemesContract Employment
Operations Manager, The JW Agency
Director of Operations , Dr. Shannon Irvine
Business Operations Associate, Stack Influence
Product Operations Manager, WooCommerce, Automattic