Practice Operations Associate

Job Description:

• 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 opportunities, contacts, accounts, pipeline hygiene, activity tracking, reporting, and reminders
• Monitor accounts receivable, work in process, billing status, collections follow-up, and related reporting
• Prepare and support client invoicing, track approvals and invoice status, and maintain accurate 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 up to closure
• Assist with onboarding, system access, internal requests, team communications, and administrative needs
• Use Microsoft 365 and business systems to streamline tasks, improve data quality, and identify automation opportunities
• Handle confidential and sensitive information with care and discretion
• Anticipate needs, identify risks, escalate appropriately, and offer practical solutions
• Take on additional priorities as needed

Requirements:

• 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 and professional presence
• Professional communication skills and ability to work across organizational levels and with external contacts
• Working knowledge of marketing and business development workflows, presentation development, CRM administration, AR/WIP/billing management, and invoicing, or ability to learn quickly
• Advanced proficiency or strong aptitude with Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint
• Ability to produce accurate, polished, client-ready presentations, trackers, reports, and written communications
• Sound judgment, discretion, and accountability handling confidential information
• Proactive problem-solving skills, intellectual curiosity, and willingness to learn unfamiliar systems and processes
• Ability to work independently, ask effective questions, collaborate across functions, and keep stakeholders informed
• Comfort operating in a fast-paced environment with changing priorities
• Regular computer-based work and participation in virtual and in-person meetings
• Flexibility outside standard business hours when business or client needs require it

Benefits:

• Generous FTO policy
• Medical, dental, and vision insurance
• 401(k) match
• Commuter benefit
• Flexible work environment supporting employees’ needs