Operations

• Maintain and update Metronome metrics and organizational goals.
• Ensure Asana project management templates and SOPs are accurate and consistently applied.
• Track and manage utilization reporting to drive improved Labor Efficiency Ratios across the client services organization.
• Implement systems and processes to improve efficiency and accountability.
• Manage QBR and account plan tracking, ensuring deadlines are met.
• Track and follow up on meeting action items and responsibilities.
• Partner with the Talent Team to coordinate training initiatives.
• Ensure coaching and performance improvement plans are supported with proper resources.
• Own KPI, churn, revenue, and utilization reporting.
• Partner with the Business Intelligence and AI Specialist to generate insights that drive improved operational performance.
• Draft, send, and file contracts and addendums.
• Create and manage a Client Services calendar that outlines key events, contract renewals, industry events and logistics, and executive partner calls with clients.
• Coordinate logistics for conferences and client engagement events.
• Provide operational support to the VP of Client Services and Director of Partnership Development.
• Ensure the team remains aligned on building client relationships and identifying new opportunities.

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