Business Operations Associate (Process Improvement & Automation)

What You'll Do

• Hunt down the manual, repetitive, clunky processes nobody's had time to fix — and build the automation or system that finally kills them. This is the heart of the role
• Turn tribal knowledge into real documentation and lightweight automations, so good processes don't live in one person's head
• Own our CRM like it's your product — keep it clean, current, and push it actually to work harder for the team
• Take the recurring busywork off our leaders' plates — scheduling, research prep, documentation — so they can focus on what only they can do
• Run point on contractor onboarding and offboarding end-to-end, making sure nothing gets missed
• Spot where a spreadsheet, template, or shared doc could replace a scramble — and build it before it's needed
• Partner with the team to standardize how we track, tag, and organize information, so nothing lives only in someone's inbox or memory
• Pilot new tools (AI-assisted or otherwise) that make the team faster, and roll out the ones that stick

What You'll Bring

• 1+ year of experience in operations, process improvement, or a similar hands-on support role — new grads strongly encouraged to apply
• A genuine curiosity for how things work and a habit of fixing what's inefficient, even if nobody asked
• Comfortable using (or quickly learning) a CRM, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make, or similar)
• Excellent written communication — comfortable documenting processes clearly and drafting internal messages
• Highly organized, reliable, and detail-oriented — you like building systems and keeping them running
• A confident and diplomatic communicator — you'll be reminding senior leaders to follow through on commitments, tactfully and persistently
• Takes initiative without being asked, identifies opportunities, and moves work forward independently
• Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches

Why CompassX

• A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook
• Direct, regular access to firm leadership and real ownership over a function they depend on
• Our consultants say CompassX is a place where they can truly find their own path. As part of a smaller firm, they see the impact of their work, have an identity, and know their voice matters. They value the freedom to take the reins of their careers, shape their client work, and maintain a direct line to leadership.
• With CompassX's focus on serving local Southern California clients, consultants not only build lasting relationships but also see the results of their work in the communities where they live.
• At CompassX, you won't just follow a path - you'll create one.