Business Operations Coordinator

• Run the Opportunity Closeout process, translating closed Salesforce opportunities into active projects in Toggl, Excel, and Notion
• Use judgment on whether deals are new projects or additions to existing projects, escalating when appropriate
• Close completed projects across multiple systems
• Resolve missing or conflicting information with Sales, Contracts, Finance, and consulting teams
• Support project managers with time-entry-tool changes, including adding hires to projects and moving time entries
• Maintain accurate project, client, and people data across internal tools and datasets
• Update data when employees are hired or move teams
• Make bulk data changes, including CSV uploads, and run weekly data-quality checks
• Perform weekly and monthly maintenance SOPs, including project-data, people-data, and system-backup checks
• Participate in closeout, kickoff, and renewal conversations; track action items and align systems with team expectations
• Support month-end close with Finance and directors, including pre-invoicing preparation and project-data updates feeding invoicing
• Take on recurring manual work across Biz Ops, Finance, Sales, and Consulting and document it as SOPs
• Refine SOPs and identify bottlenecks and blockers

• Strong spreadsheet skills, including Excel lookups, filters, pivot tables, and cleaning and uploading CSV files
• Experience in an onboarding process for employees, clients, or projects
• Experience following SOPs with precision
• Experience with SaaS business tools, such as Salesforce, time-tracking tools, and Notion
• Ability to make reasoned judgments in ambiguous situations and know when to escalate
• Clear written English and strong remote communication
• Comfort with AI tools and checking AI-generated output before relying on it
• Preferred: experience in professional services such as consulting, legal, accounting, architecture and engineering, IT services, marketing, or similar
• Preferred: familiarity with billable time, backlog, and invoicing
• Preferred: experience working in or alongside a finance team on invoicing or recurring financial reporting
• Preferred: experience maintaining data quality in Excel
• Responsive, innovative, entrepreneurial, empowered, performance-driven, accountable, even-tempered, and coachable

• Competitive compensation
• Health insurance
• 401k with employer match
• Flexible PTO
• Remote work
• Philanthropic Matching Gift Program
• Flexible work arrangements
• Various career development opportunities
• Employee resource groups
• Great Place to Work certification
• Inc. Best Workplaces recognition
• AYA Award recognition for promoting equality and positive change for women in technology