Operations Manager
CurrentEnsure day-to-day customer service, production and sales operations for the company are functioning in an efficient and productive mannerLeverage data analytics and organizational best practices to assist managing partners with resource allocation decisions and process optimization strategies across functional departments including sales, customer service, production, accounting, and regulatory complianceDirect Management of several teamsConduct annual performance reviews with direct report employees and recommend promotions and compensation changes to managing partnersWork closely with Bond Administration Manager and Customer Service Manager to ensure employees are effective in their designated roles, properly following internal and external guidelines. Coach individual employees and work with them on developing techniques for optimizing performance and being successful in their rolesBuild out stronger employee onboarding processes and training to get team members up to speed quicklyOwn the Processes (your teams and beyond)Develop and document processes as needed and implement best practices to optimize quality control, productivity and efficiencyCollaborate with sales team to ensure effective coordination of day-to-day operations between sales and service teams, resolving process issues, internal conflicts and developing process and organizational improvements as neededSupport/enhance/take-over/build-out various operational systems with the managing partnersPhone systems, new CRM build out, reporting, compliance tracking, etc.Collaborate on new features within our own software to (you guessed it): improve processes, usability, and efficiencySupport sales and service team in resolving:Point of sale billing, invoicing, financingRelated vendor AR/AP conflicts and issues