Operations Associate
$70,000–$70,000 year
RemoteUnited States
Job Summary
Operations Associate at Socha Capital will support operational excellence across the firm by owning reporting, improving CRM data quality, coordinating projects, and helping build scalable business processes. You will work closely with the Operations Manager to execute strategic initiatives, maintain recurring reports and dashboards, build Excel-based reporting tools and data models, audit data for integrity, and design and maintain Redtail workflows and automations. The role involves cross-functional collaboration to enhance operational visibility, document processes, and identify opportunities to automate manual work, with a focus on building organized, scalable systems in a fast-paced environment.
Required Qualifications
- 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
- Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
- Experience working with CRM systems; Redtail/Asana experience is a plus
- Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
- Excellent organizational and project management skills
- Strong analytical and problem-solving abilities
- Exceptional attention to detail and commitment to data accuracy
- Comfortable learning new technology and business systems
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, growing environment
Desired Qualifications
- 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
- Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
- Experience working with CRM systems; Redtail/Asana experience is a plus
- Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
- Excellent organizational and project management skills
- Strong analytical and problem-solving abilities
- Exceptional attention to detail and commitment to data accuracy
- Comfortable learning new technology and business systems
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, growing environment
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