Operations Support Manager

Job Summary

The Strategic Operations Support Manager will report to the Head of Administration and Events while supporting CFGI’s national offices. This role involves providing high-level marketing and operational support to the Boston Managing Partner and wider Boston leadership team.

Project Management & Cross-Functional Support

• Support the partner group to translate strategic goals into actionable plans via Salesforce and assist with coordination and management of key strategic in-market activities (scheduling and planning of key client/prospect/referral partner meetings and related prep work, including holding the pen on drafting content and insights, working alongside PMD group)
• Track actions and deliverables to ensure completion and accountability via Salesforce
• Liaise with PMD group to set up and manage campaigns to measure ROI on strategic sales and marketing investments, measuring progress on top of funnel channel activity for our PMD group and establishing opportunities via Salesforce for pre-qualified leads - taking data entry responsibilities away from PMD group
• Support office operations (timesheets, utilization, invoices, chasing updates to close date/status & next steps for pipeline review calls etc.) via Salesforce and Power BI
• Prepare strategic and operational agendas and minutes for key meetings

Marketing and Communication Support

• Plan and coordinate delivery of external events, oversee event budgets and logistics
• Avoid taking data entry responsibilities away from PMD group
• Avoid preparing strategic and operational agendas and minutes for key meetings
• Avoid supporting office operations (timesheets, utilization, invoices, chasing updates to close date/status & next steps for pipeline review calls etc.) via Salesforce and Power BI
• Avoid preparing marketing materials, newsletters, and presentations for client and stakeholder engagement
• Avoid tracking marketing analytics, compiling reports, and supporting brand or event promotions
• Avoid general office responsibilities (ie: creating/terminating badges, greeting visitors, accepting deliveries, booking conference rooms, restocking snacks, etc.)
• Avoid coordinating marketing campaigns, social media posts, and digital communications in collaboration with internal or external marketing partners
• Avoid liaising with vendors, venues, and partners to ensure smooth execution of all external events
• Avoid representing the company professionally in all external communications and public-facing activities
• Avoid preparing marketing materials, newsletters, and presentations for client and stakeholder engagement
• Avoid tracking marketing analytics, compiling reports, and supporting brand or event promotions

Office Management Support

• Create/terminate badges, greet visitors, accept deliveries, book conference rooms, restock snacks, etc.
• Centralize all US mail collection and distribution - checking mailbox, scanning important pieces to the appropriate internal teams, and mailing check payments.
• Coordinate with the building to maintain up-to-date COIs for tenant/vendors, submit maintenance requests, and request visitors/badges
• Coverage for other functions of the Regional Support team

Skills/Competencies

• Excellent verbal/written communication and presentation skills
• Ability to prioritize and handle multiple requests
• Excellent time management and organizational skills
• Experience with Salesforce, or other comparable CRM/Task Management systems
• Experience administering Microsoft Office
• Experience with supporting multiple offices
• Experience with event coordination

Education/Experience Requirements

• A minimum of one to two years of experience in Administrative, facilities or event coordination
• An Associate's/Bachelor’s degree from an accredited university is preferred