Consulting and Operations/Delivery Associate

The Consulting and Operations/Delivery Associate role is remote and supports the delivery of technology-driven solutions for complex client projects. Key responsibilities include:

1. Collaborate with cross-functional teams to implement solutions, improve processes, and support client success.
2. Support project execution by coordinating tasks, managing data workflows, assisting clients, and ensuring high-quality delivery across multiple initiatives.
3. Plan and execute project activities, including process design, work plans, schedules, and task management.
4. Collect, organize, validate, and manage complex data from various sources and formats for platform uploads.
5. Perform data analysis and reporting to support project decisions and operational improvements.
6. Manage priorities across multiple projects while maintaining accurate timelines and providing regular status updates.
7. Communicate effectively with clients and internal teams through written and verbal channels.
8. Aid clients with onboarding, platform adoption, and ongoing technology support.
9. Respond to client inquiries and maintain detailed action plans, task lists, and project documentation.
10. Collaborate with cross-functional teams to achieve shared goals and deliver successful outcomes.
11. Contribute ideas, identify process improvements, and develop a strong understanding of how operational work impacts business objectives.
12. Support a remote-first culture through proactive communication, accountability, and collaboration.

Requirements include:

• A detail-oriented and analytical professional with 2+ years of experience in client project delivery, project management, client success, operations, or data management.
• A Bachelor’s degree preferred in economics, finance, data analysis, statistics, engineering, information technology, or a related field.
• Experience working with client-facing teams, complex data sets, and documented processes.
• Strong analytical and problem-solving skills with the ability to identify issues and develop solutions.
• Intermediate Excel skills, including experience with tables, arrays, conditional formatting, and pivot tables.
• Familiarity with project management tools such as Lucidchart, ClickUp, or similar platforms.
• An interest or experience working in a technology-focused environment.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to build trusted relationships with clients and colleagues.
• A high attention to detail and commitment to accuracy.
• The ability to work independently while contributing effectively as part of a collaborative remote team.

Benefits include:

• Full remote work model with opportunities for virtual and in-person collaboration.
• Paid employee medical, dental, and vision insurance premiums.
• Monthly technology stipend to support a productive home office setup.
• 401(k) plan with immediate vesting and employer contributions.
• Opportunity to gain hands-on experience in consulting, operations, data management, and legal technology solutions.
• A collaborative work environment focused on learning, innovation, and professional growth.