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Operations Manager
Wisepath Financial Group. Oversee daily operational activities, campaign schedules, deliverables, and execution timelines .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operations management, project coordination, and campaign execution, with a strong focus on process improvement, data validation, and vendor management. Proficient in managing cross-functional teams and workflows while maintaining high standards of quality and confidentiality.
Highest-signal resume keywords
Operations ManagementProject CoordinationVendor ManagementData ValidationProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft ExcelGoogle SheetsData ReconciliationSOP DevelopmentWorkflow DocumentationPerformance ReportingQuality AssuranceKPI TrackingWorkflow AutomationCampaign Operations
Soft Skills
Organizational SkillsAnalytical SkillsProblem-Solving SkillsAttention to DetailEffective Communication
Tools & Technologies
ClickUpCRM PlatformsReporting DashboardsShared Document Management SystemsProject Management Software
Industry Keywords
Operational ComplianceVendor PerformanceCross-Functional CollaborationRemote Team CoordinationOperational Efficiency
About the role
Key responsibilities & impact- Oversee daily operational activities, campaign schedules, deliverables, and execution timelines
- Manage workflows from initial data requests and preparation through campaign coordination, delivery tracking, and reporting
- Establish priorities, assign responsibilities, monitor deadlines, and ensure timely completion of deliverables
- Identify operational bottlenecks, resolve issues, and implement process improvements
- Maintain accurate operational records, documentation, and project status updates
- Coordinate external vendors and service providers, including requests, pricing, specifications, deliverables, and turnaround expectations
- Monitor vendor performance, investigate discrepancies, and resolve operational issues
- Collaborate with Operations, Product, Technology, Quality Assurance, and supporting teams
- Oversee data preparation, validation, reconciliation, and quality-control processes
- Maintain secure handling of confidential information
- Coordinate team members and cross-functional contributors, delegate tasks, monitor progress, and provide feedback
- Support training, documentation, and adherence to established procedures
- Maintain project management platforms, workflow trackers, SOPs, and operational checklists
- Evaluate processes and recommend efficiency, accuracy, consistency, automation, and workflow improvements
- Support system testing, issue identification, and corrective actions
- Prepare weekly operational reports and leadership updates
- Track KPIs including turnaround times, completion rates, data accuracy, vendor performance, and operational efficiency
- Identify trends, recurring issues, risks, and corrective actions; provide data-supported recommendations
- Report to designated company leadership
Requirements
What you’ll need- Minimum of 5 years of relevant experience in operations management, project coordination, campaign operations, business operations, or a related field, or an equivalent combination of experience and demonstrated results
- At least 2 years of experience leading teams, coordinating vendors, or managing cross-functional operational workflows
- Advanced proficiency in Microsoft Excel or Google Sheets, including pivot tables, lookups, data reconciliation, duplicate identification, and reporting
- Ability to manage recurring operational deadlines, multiple priorities, and complex workflows with minimal supervision
- Experience developing and maintaining SOPs, workflow documentation, project trackers, and performance reports
- Strong organizational, analytical, and problem-solving skills with exceptional attention to detail
- Excellent written and verbal English communication skills
- Ability to exercise sound judgment, maintain confidentiality, and appropriately escalate operational concerns
- Ability to work consistently during Eastern Time business hours
- Familiarity with ClickUp or comparable project management software preferred
- Experience with CRM platforms, reporting dashboards, and shared document management systems preferred
- Knowledge of data validation, quality assurance, vendor management, and operational compliance practices preferred
- Experience coordinating remote or internationally distributed teams preferred
- Familiarity with workflow automation and process improvement methodologies preferred
- A college degree is preferred but not required
- Reliable internet connectivity and a suitable remote workspace
- Ability to communicate effectively across distributed teams
Benefits
Comp & perks- Remote work arrangement
- Full-time schedule aligned with Eastern Time business hours
- Specific applicable benefits to be communicated during the hiring process and confirmed in writing
- Equal opportunity workplace
- Reasonable accommodations available to qualified applicants and employees