Business Operations Coordinator
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes Company Description, Job Description (with many responsibilities), Qualifications, Additional Information (What Sets Us Apart). No explicit Benefits, Pay, Schedule mentioned. So we should not create those sections. We need to map content to appropriate headings: "About the role" maybe from Job Description overview? Could use "About the role" heading for a brief description. Then "Responsibilities" for the bullet list of duties. "Qualifications" for qualifications. Possibly "Skills" could be extracted from qualifications but we already have Qualifications; but we could separate Skills if there is explicit skill list. The qualifications list includes many skills; but we can keep under Qualifications. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. We have content for About the role (job description summary), Responsibilities (detailed list), Qualifications (requirements). No explicit Requirements separate; but Qualifications covers. Could also include Skills if we want to pull out skill bullet list, but we can keep under Qualifications. Better to have About the role, Responsibilities, Qualifications. Also maybe "Additional Information" could be under "About the company" but not required. The instruction: include a section ONLY when the posting has real, specific content for it. So we can include About the role, Responsibilities, Qualifications. Possibly also "Benefits" if any mention: they mention fully remote, low-travel model, work-life balance, etc. That's more about work environment, not explicit benefits like health insurance. Not specific benefits. So skip Benefits. Pay and Schedule not mentioned. So omit.
We need to use - for any list of duties/requirements/benefits. So responsibilities list should be
- . Qualifications list also
- . For prose, use
.
We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate like EEO, equal opportunity, etc. Also remove "DataCatalyst is an equal opportunity employer..." and "Employment is contingent on a background check...". Also remove "Ready to Apply?" etc. Also remove navigation etc.
We need to preserve all substantive information. So we need to include company description? The company description is at start: "Company Description At DataCatalyst, we enable enterprises..." That's substantive. Should we include it? Possibly under About the role or maybe a separate "About the company". But headings list does not include About the company. Could embed in About the role section. The About the role could include company description plus role summary. That's okay.
We need to ensure we don't invent or summarize away detail. Must preserve all substantive info. So we need to include all responsibilities bullet points exactly as given, not summarizing. Also qualifications bullet points.
We need to be careful to not include filler like "commensurate with experience". Not present.
Let's extract responsibilities sections:
From Job Description:
"What You Will Own" then bullet-like paragraphs:
- Executive scheduling and firm coordination
* Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions.
* Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders.
* Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized.
* Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional.
* Set up Zoom and Teams meetings, prep sessions and materials.
* Book in-office days and meeting space through Regus or similar providers.
* Run regular check-ins with leadership, maintain action lists and follow up with owners so commitments do not disappear after a meeting.
- Partner program operations
* Maintain the operating record for each software partner agreement: deal registrations, referral submissions, commission and referral revenue tracking, certification requirements and renewal dates.
* Maintain relationship maps of partner sales and alliance contacts, including the accounts and territories each covers.
* Flag to leadership when representatives from different partners are working the same target account.
* Coordinate partner-facing logistics: portal access, co-marketing assets, joint meeting scheduling and follow-up.
- Salesforce and business development data
* Own Salesforce data quality: keep account and contact records current, find and fix stale or inconsistent data, and drive the right person to supply missing information.
* Enrich accounts and contacts from conversations, public sources and partner intelligence so that account history and context live in one place.
* Perform account and contact research and build target lists in support of the SDR and leadership.
* Set up and maintain outreach lists and sequences in Mailshake for the SDR and produce simple outreach activity reporting.
* Maintain the firm's purchased and subscribed data sources and recommend additions or corrections.
* Build productive working relationships with executive assistants at clients, prospects and partners.
- Onboarding, offboarding and systems
* Own administrative onboarding for new employees and associates: first-month schedule with the manager, introductions, accounts, licenses, access and basic firm information.
* Be the first point of contact for new people during their initial weeks.
* Administer licenses and user access across Google Workspace, Zoom, Lucid, Salesforce, our ATS, Mailshake and other SaaS tools; identify unused licenses; coordinate AWS and Amazon Business account administration with the responsible engineer.
* Maintain the firm's access and credential inventory in the approved password manager, enforce MFA on administrative accounts, and remove access within one business day of a departure or role change.
* Manage Zoom cloud recordings and verify storage and delete redundant copies.
* Maintain naming conventions, folder structures and short written procedures so records can be found by anyone.
- LinkedIn, website and external providers
* Publish LinkedIn posts from content supplied by leadership and marketing, and keep the company page consistent and professional.
* Make routine WordPress updates to the website and coordinate larger changes with outside resources.
* Coordinate external marketing, graphics, content and legal providers: hand off assignments clearly, track open work and route completed deliverables to the right person.
- Presentations, spreadsheets and meeting support
* Build and format client-ready PowerPoint presentations from content supplied by leadership and subject-matter experts.
* Build and maintain Excel trackers, lists and basic analyses using formulas, filters, lookups and pivot tables.
* Prepare agendas for key internal meetings; attend selected meetings, capture decisions and actions, and file them in the right system.
- Continuous improvement and learning
* Continuously evaluate recurring work and implement better ways to do it, including standardization, automation and appropriate use of GenAI tools within the firm's data-handling rules.
* Build working knowledge of the firm's data management and consulting business so that your context and judgment improve over time.
* When core administrative work is under control, move capacity to partner operations, CRM enrichment, research and process improvement without waiting to be asked.
That's a lot. We need to put each bullet as
- . Could group under subheadings? Not required; just a flat list. But we could keep subheadings as plain text inside
- ? Better to keep as
- with the description. The headings like "Executive scheduling and firm coordination" could be bold? Not required. We'll just include as
- with the full sentence.
But we need to preserve all substantive information; we can keep the subheading as part of the
- text.
Now Qualifications:
"What We Are Looking For" then bullet-like paragraphs:
- Several years of experience in business operations, executive support, professional-services administration, sales operations or a similarly broad coordination role, with a track record of staying long enough in prior roles to take real ownership.
- Demonstrated experience managing complex calendars and follow-up for executives or senior professionals.
- Exceptional organization and attention to detail; high responsiveness; a strong instinct to close the loop.
- A proactive operating style: you identify additional work, risks and improvements rather than wait to be assigned every task.
- Sound judgment about when to act, when to recommend and when a question genuinely needs an answer first.
- High integrity and discretion with confidential company, client, employee, partner and system information.
- A courteous, professional communication style, written and spoken, that sets a constructive tone with colleagues, candidates, clients, partners and providers.
- Solid PowerPoint and Excel skills.
- Experience with Salesforce or another CRM and a real appreciation for data quality and disciplined capture.
- Experience with Google Workspace and comfort learning and administering SaaS tools.
- Effective in a fully remote environment across countries and time zones, collaborating over Zoom, Teams and email.
- Curiosity, an interest in learning the data and consulting space, and a desire to become highly capable with GenAI tools.
- Comfortable with occasional travel or in-person meetings when there is a business reason.
Then "Helpful But Not Required" list:
- Experience in consulting, professional services, technology, data management, legal, accounting or another client-service environment.
- Experience with ATS, WordPress, Zoom administration, LinkedIn company-page administration, Mailshake or similar tools.
- Experience supporting a software partner or channel program, or coordinating external vendors.
- Experience with prospect and account research.
We could include these as part of Qualifications section, maybe separate "Preferred Qualifications". But headings list includes Requirements, Qualifications, Skills. We could treat "What We Are Looking For" as Qualifications, and "Helpful But Not Required" as Skills or maybe also Qualifications. But we can combine all into Qualifications
. That's fine.
We also need to include Company Description. Could be placed in About the role section as a paragraph.
Thus final HTML:
About the role
Company Description: At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact.
We are looking for an experienced, highly organized Business Operations Coordinator to keep the firm running well and to own the operating processes behind our executive team, our partner program and our business development data. This is not a traditional administrative assistant role. You will support the Managing Partner and other leaders, but you will also own areas of the business end to end. We want someone who notices what needs attention, closes the loop without being reminded, improves recurring processes and puts spare capacity to productive use.
Responsibilities
- Executive scheduling and firm coordination: Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions.
- Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders.
- Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized.
- Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional.
- Set up Zoom and Teams meetings, prep sessions and materials.
- Book in-office days and meeting space through Regus or similar providers.
- Run regular check-ins with leadership, maintain action lists and follow
- . Qualifications list also
- . For prose, use
. We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate like EEO, equal opportunity, etc. Also remove "DataCatalyst is an equal opportunity employer..." and "Employment is contingent on a background check...". Also remove "Ready to Apply?" etc. Also remove navigation etc. We need to preserve all substantive information. So we need to include company description? The company description is at start: "Company Description At DataCatalyst, we enable enterprises..." That's substantive. Should we include it? Possibly under About the role or maybe a separate "About the company". But headings list does not include About the company. Could embed in About the role section. The About the role could include company description plus role summary. That's okay. We need to ensure we don't invent or summarize away detail. Must preserve all substantive info. So we need to include all responsibilities bullet points exactly as given, not summarizing. Also qualifications bullet points. We need to be careful to not include filler like "commensurate with experience". Not present. Let's extract responsibilities sections: From Job Description: "What You Will Own" then bullet-like paragraphs: - Executive scheduling and firm coordination * Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions. * Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders. * Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized. * Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional. * Set up Zoom and Teams meetings, prep sessions and materials. * Book in-office days and meeting space through Regus or similar providers. * Run regular check-ins with leadership, maintain action lists and follow up with owners so commitments do not disappear after a meeting. - Partner program operations * Maintain the operating record for each software partner agreement: deal registrations, referral submissions, commission and referral revenue tracking, certification requirements and renewal dates. * Maintain relationship maps of partner sales and alliance contacts, including the accounts and territories each covers. * Flag to leadership when representatives from different partners are working the same target account. * Coordinate partner-facing logistics: portal access, co-marketing assets, joint meeting scheduling and follow-up. - Salesforce and business development data * Own Salesforce data quality: keep account and contact records current, find and fix stale or inconsistent data, and drive the right person to supply missing information. * Enrich accounts and contacts from conversations, public sources and partner intelligence so that account history and context live in one place. * Perform account and contact research and build target lists in support of the SDR and leadership. * Set up and maintain outreach lists and sequences in Mailshake for the SDR and produce simple outreach activity reporting. * Maintain the firm's purchased and subscribed data sources and recommend additions or corrections. * Build productive working relationships with executive assistants at clients, prospects and partners. - Onboarding, offboarding and systems * Own administrative onboarding for new employees and associates: first-month schedule with the manager, introductions, accounts, licenses, access and basic firm information. * Be the first point of contact for new people during their initial weeks. * Administer licenses and user access across Google Workspace, Zoom, Lucid, Salesforce, our ATS, Mailshake and other SaaS tools; identify unused licenses; coordinate AWS and Amazon Business account administration with the responsible engineer. * Maintain the firm's access and credential inventory in the approved password manager, enforce MFA on administrative accounts, and remove access within one business day of a departure or role change. * Manage Zoom cloud recordings and verify storage and delete redundant copies. * Maintain naming conventions, folder structures and short written procedures so records can be found by anyone. - LinkedIn, website and external providers * Publish LinkedIn posts from content supplied by leadership and marketing, and keep the company page consistent and professional. * Make routine WordPress updates to the website and coordinate larger changes with outside resources. * Coordinate external marketing, graphics, content and legal providers: hand off assignments clearly, track open work and route completed deliverables to the right person. - Presentations, spreadsheets and meeting support * Build and format client-ready PowerPoint presentations from content supplied by leadership and subject-matter experts. * Build and maintain Excel trackers, lists and basic analyses using formulas, filters, lookups and pivot tables. * Prepare agendas for key internal meetings; attend selected meetings, capture decisions and actions, and file them in the right system. - Continuous improvement and learning * Continuously evaluate recurring work and implement better ways to do it, including standardization, automation and appropriate use of GenAI tools within the firm's data-handling rules. * Build working knowledge of the firm's data management and consulting business so that your context and judgment improve over time. * When core administrative work is under control, move capacity to partner operations, CRM enrichment, research and process improvement without waiting to be asked. That's a lot. We need to put each bullet as
- . Could group under subheadings? Not required; just a flat list. But we could keep subheadings as plain text inside
- ? Better to keep as
- with the description. The headings like "Executive scheduling and firm coordination" could be bold? Not required. We'll just include as
- with the full sentence. But we need to preserve all substantive information; we can keep the subheading as part of the
- text.
Now Qualifications:
"What We Are Looking For" then bullet-like paragraphs:
- Several years of experience in business operations, executive support, professional-services administration, sales operations or a similarly broad coordination role, with a track record of staying long enough in prior roles to take real ownership.
- Demonstrated experience managing complex calendars and follow-up for executives or senior professionals.
- Exceptional organization and attention to detail; high responsiveness; a strong instinct to close the loop.
- A proactive operating style: you identify additional work, risks and improvements rather than wait to be assigned every task.
- Sound judgment about when to act, when to recommend and when a question genuinely needs an answer first.
- High integrity and discretion with confidential company, client, employee, partner and system information.
- A courteous, professional communication style, written and spoken, that sets a constructive tone with colleagues, candidates, clients, partners and providers.
- Solid PowerPoint and Excel skills.
- Experience with Salesforce or another CRM and a real appreciation for data quality and disciplined capture.
- Experience with Google Workspace and comfort learning and administering SaaS tools.
- Effective in a fully remote environment across countries and time zones, collaborating over Zoom, Teams and email.
- Curiosity, an interest in learning the data and consulting space, and a desire to become highly capable with GenAI tools.
- Comfortable with occasional travel or in-person meetings when there is a business reason.
Then "Helpful But Not Required" list:
- Experience in consulting, professional services, technology, data management, legal, accounting or another client-service environment.
- Experience with ATS, WordPress, Zoom administration, LinkedIn company-page administration, Mailshake or similar tools.
- Experience supporting a software partner or channel program, or coordinating external vendors.
- Experience with prospect and account research.
We could include these as part of Qualifications section, maybe separate "Preferred Qualifications". But headings list includes Requirements, Qualifications, Skills. We could treat "What We Are Looking For" as Qualifications, and "Helpful But Not Required" as Skills or maybe also Qualifications. But we can combine all into Qualifications
- . That's fine.
We also need to include Company Description. Could be placed in About the role section as a paragraph.
Thus final HTML:
- Executive scheduling and firm coordination: Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions.
- Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders.
- Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized.
- Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional.
- Set up Zoom and Teams meetings, prep sessions and materials.
- Book in-office days and meeting space through Regus or similar providers.
- Run regular check-ins with leadership, maintain action lists and follow
About the role
Company Description: At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact.
We are looking for an experienced, highly organized Business Operations Coordinator to keep the firm running well and to own the operating processes behind our executive team, our partner program and our business development data. This is not a traditional administrative assistant role. You will support the Managing Partner and other leaders, but you will also own areas of the business end to end. We want someone who notices what needs attention, closes the loop without being reminded, improves recurring processes and puts spare capacity to productive use.
Responsibilities
- . For prose, use