Business Operations Coordinator

About the role

This is a hands-on, in-office role based in Chapel Hill, working directly with our COO across operations, marketing/sales, HR, and administration/IT. It’s built for someone who wants to learn how a fast-growing consulting firm actually works from the inside, and who sees this as a launchpad for their career.

Responsibilities

• Manage our “deal to delivery” process all the way from win to invoicing.
• Set up, track, and report out on client engagements, and keep our PSA system (BigTime) clean.
• Facilitate weekly planning meetings with project leads and drive follow-up so nothing falls through the cracks.
• Own CRM lead distribution and pipeline reporting; keep contact information, lead source, and attribution tracking clean and current.
• Support proposals and RFPs, particularly around state registration/licensure and insurance requirements.
• Own our resource management processes and build the reports leadership uses to make decisions.
• Build and maintain the firm's process documentation and SOPs; flag where a process doesn't hold up.
• Provide day-to-day executive support: scheduling, follow-ups, and financial admin.
• Administer SharePoint, collaboration tools, and basic IT/vendor coordination.
• Support onboarding processes and HR administration.
• Take on additional coordination and support work across the firm as it’s identified.

Requirements

• At least two years of experience in an operations, coordinator, executive support, or office management role.
• Strong organizational skills and comfort managing multiple workstreams at once.
• Proficiency with Microsoft 365 (SharePoint, Outlook, Excel) and comfort learning new tools quickly.
• Clear, professional written and verbal communication.
• Based in or willing to relocate to the Chapel Hill area, and available to work in-office.
• A genuine interest in how businesses operate so you’re not just executing tasks, but understanding why they matter.

Preferred

• Experience in a small or growing professional services or consulting firm.
• CRM administration experience (HubSpot or similar).
• Exposure to HR or benefits administration.
• Comfort using AI tools (Claude, ChatGPT) as part of daily workflow.
• Demonstrated interest in an eventual operations, business management, or leadership career path.

Benefits

Full benefits including health, dental, life, and disability insurance, 401(k), and paid time off.

Pay

$60,000 - $68,000 annual base salary

Schedule

Not specified