Practice Operations Associate

J.S. Held LLC

. Provide day-to-day operational support to Strategic Advisory Group leaders and team members .

Posted 10/17/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong operational support capabilities, including project coordination, CRM administration, and financial management. Proficient in creating polished client-facing materials and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Operations ExperienceProject CoordinationCRM AdministrationFinancial ManagementMarketing Support

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Presentation DevelopmentData TrackingInvoicing ManagementOpportunity TrackingBilling Management

Soft Skills

Exceptional OrganizationStrong Service OrientationProactive Problem-SolvingEffective CommunicationIntellectual Curiosity

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft TeamsMicrosoft SharePoint

Industry Keywords

Client-Service EnvironmentBusiness Development WorkflowsAccounts ReceivableWork In ProcessConfidential Information Handling

About the role

Key responsibilities & impact

Provide day-to-day operational support to Strategic Advisory Group leaders and team members
Coordinate work across senior leadership, practitioners, corporate functions, and external contacts
Support marketing and business development activities, including opportunity tracking, meeting preparation, follow-up, event support, and marketing-material maintenance
Create, update, and quality-check pitch decks, qualifications packages, presentations, and client-facing materials
Administer CRM data and processes, including opportunity entry, contact and account updates, pipeline hygiene, activity tracking, reporting, and reminders
Monitor accounts receivable, work in process, billing status, collections follow-up, and related reporting
Support client invoicing by gathering backup, confirming billing details, tracking approvals, monitoring invoice status, and maintaining records
Develop and maintain trackers, dashboards, templates, shared workspaces, and process documentation
Coordinate recurring and ad hoc meetings, prepare agendas and materials, capture decisions and action items, and follow through to closure
Assist with onboarding, system access, internal requests, team communications, and administrative or operational needs
Use Microsoft 365 and business systems to streamline tasks, improve data quality, and identify automation and process-improvement opportunities
Handle confidential and sensitive information with care and discretion
Anticipate needs, identify risks or missing information, escalate appropriately, and offer practical solutions
Take on additional priorities as needed

Requirements

What you’ll need

Experience in operations, project coordination, team support, marketing and business development support, finance administration, or a comparable client-service environment
Exceptional organization and follow-through, managing multiple deadlines, requests, stakeholders, and recurring responsibilities
Ability to shift between strategic, analytical, administrative, and hands-on tasks
Strong service orientation
Professional presence and communication skills
Working knowledge of marketing and business development workflows, presentation development, CRM administration, AR/WIP/billing management, and invoicing, or ability to learn these areas quickly
Advanced proficiency or strong aptitude with Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint
Ability to produce accurate, polished, and client-ready presentations, trackers, reports, and written communications
Sound judgment, discretion, and accountability when handling confidential information
Proactive problem-solving skills, intellectual curiosity, and willingness to learn unfamiliar systems, processes, and subject matter
Ability to work independently, ask effective questions, collaborate across functions, and keep stakeholders informed
Comfort operating in a fast-paced environment where priorities may change and timely execution is essential
Regular computer-based work and participation in virtual and in-person meetings
Ability to manage time-sensitive priorities
Flexibility outside standard business hours when required

Benefits

Comp & perks

Generous FTO policy
Medical, dental, and vision insurance
401(k) match
Commuter benefit
Remote work arrangement
Flexibility outside standard business hours when business or client needs require it
Reasonable accommodations during the hiring process