Business Operations

• Manage bookkeeping for multiple U.S. businesses using QuickBooks Online
• Conduct bank and credit card reconciliations
• Perform transaction categorization
• Manage accounts payable and receivable
• Handle vendor management
• Collect and organize receipts
• Prepare monthly financial reports
• Track budget vs. actuals
• Monitor cash flow
• Prepare records for CPA
• Maintain organized financial documentation
• Follow up on missing information
• Keep books current and accurate
• Assist with Airbnb guest messaging, scheduling, and expense tracking
• Provide administrative support including calendar management, email organization, and creating SOPs

Bookkeeper, Family Business Operations Coordinator

• Own a rotating portfolio of cross-functional operational projects end-to-end — scoping, execution, stakeholder communication, and documentation
• Manage vendor and contractor relationships: sourcing, onboarding, invoice tracking, renewals, and performance follow-up
• Support financial operations in partnership with our finance function: AP workflows, expense policy compliance, reconciliation support, and month-end coordination
• Coordinate operational support for our clinics across Massachusetts and Missouri — supplies, facilities follow-ups, licensing and credentialing tracking, and center-opening logistics support
• Build and maintain SOPs so that every process you touch is documented, repeatable, and improvable
• Support new-market launches — both de novo center openings and acquisition integrations — including launch checklist ownership, vendor and licensing coordination, and timeline tracking
• Drive system migrations and integrations for acquired entities, partnering with Finance and People on cutover planning and data integrity
• Build and maintain our reusable launch playbook so each successive market opening is faster and cleaner than the last
• Administer and maintain our operational systems (Rippling, Ramp, internal trackers), keeping data clean, current, and trustworthy
• Build and maintain recurring operational reporting — weekly dashboards, KPI rollups, and ad hoc analyses for leadership
• Audit data quality across systems on a recurring cadence and drive fixes at the source, not just the symptom
• Use Claude (Projects, Cowork, Claude Code) to build automations and workflows that eliminate manual work across business operations

Business Operations Specialist

• Process and capture information to system according to established methods and procedures
• Practice good judgment in processing cases
• Perform thorough checking for every case and eliminate financial errors
• Suggest ways on how to improve the current process and team metrics
• Such other duties and functions as assigned by Operation Management

Business Process Associate

• Work closely with core teams on the highest impact initiatives across engineering, product, hiring, operations, and business development.
• Help solve new challenges, build new capabilities, and drive execution wherever it matters most.

Business Operations Associate

• At Coconut, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships.
• We're currently looking for top talent to fill the role below:
• Lead and manage the remote team, ensuring everyone stays accountable to their KPIs.
• Oversee projects from planning through execution.
• Own and improve operational workflows and SOPs.
• Clearly communicate priorities, expectations, and organizational updates.
• Manage up effectively with visionary executives.
• Monitor KPIs and team performance.

Operations Business Manager

• Identify AI opportunities across every department.
• Develop AI roadmaps.
• Evaluate emerging AI technologies.
• Prioritize implementation opportunities.
• Present strategic recommendations to leadership.
• Measure business outcomes.
• Analyze workflows.
• Identify operational inefficiencies.
• Improve customer journeys.
• Reduce manual processes.
• Increase automation maturity.

AI Strategy Manager – Strategic Operations, Business Transformation

• Build, polish, and maintain automated sales dashboards and executive KPI reports.
• Systematically track team performance trends, outreach activity levels, and conversion metrics.
• Own Salesforce CRM data health, ensuring rigorous pipeline accuracy and actionable updates.
• Coordinate and execute timely follow-up with inbound prospects, current clients, and strategic referral partners.
• Provide foundational execution support for outbound business development and lead generation campaigns.
• Conduct thorough market research on target industries, enterprise accounts, and strategic decision-makers.
• Prepare sleek executive summaries, performance reports, and slide decks for leadership presentations.
• Log and manage meeting action items to ensure internal team accountability.
• Proactively identify structural friction points to streamline current sales processes and data pipelines.

Operations and Business Development Assistant

• Interpret data, analyze results and process transactions in various systems in support of property and casualty insurance operations
• Prepare and issue documents and reports accurately, as per specifications
• Interact with team and customers as required to complete deliverables
• Communicate issues or queries on a timely basis to ensure quick resolution
• Assist with troubleshooting and improving processes, as needed

Business Operations Associate – Junior

• Responsible for managing the full operational workflow of the company’s recovery services business
• Overseeing team members who identify potential claims, contact clients, sell recovery services, collect documents, and process claims
• Ensuring leads are properly assigned and prospects contacted in a professional and compliant manner
• Managing people, systems, reporting, and accountability for the company's operations

Operations Manager

• Manage complex Director diaries, including prioritisation, scheduling, meeting logistics, and coordination across time zones.
• Provide travel support for SLT and new users, including guidance on processes, systems, and troubleshooting issues.
• Support event planning and logistics (e.g., leadership meetings, offsites, and team sessions), including venues, attendance, and communications.
• Support Navan travel booking training for new users and provide refresher guidance where needed.
• Coordinate and improve the induction process, including maintaining checklists and materials, booking sessions, and tracking completion.
• Coordinate onboarding and offboarding activities for staff and contractors.
• Maintain distribution lists and shared access groups, ensuring accuracy and timely updates.
• Maintain organigrams (TRF and team-specific), keeping reporting lines and team structures current.
• Act as the 5 Canada Square point of contact, ensuring requests are tracked, responded to, and progressed efficiently.
• Own TRF mailbox administration, including triage, allocation, response standards, and maintaining an organised audit trail.
• Provide regular updates to stakeholders on operational performance and exceptions.
• Provide ad hoc surge support across TRF teams for invoices, including tracking, chasing approvals, correcting missing information, and coordinating with Finance/AP as required.
• Support supplier onboarding, ensuring required information is collected from suppliers and requests are progressed without delay.
• Provide ad hoc programmatic delivery support to the Programmes team, including:
• Coordination of bespoke work packages for projects
• Logistics support for training sessions
• Liaison with internal and external stakeholders for project activities.
• Identify recurring operational pain points and recommend practical process improvements, including templates, trackers, checklists, and handoffs.
• Create and maintain simple how-to guides and FAQs for travel, mailbox standards, onboarding steps, and invoice/supplier workflows.
• Support compliance and governance by maintaining clear records and ensuring consistent administrative standards.

Business Operations Coordinator

• Accountable for all in good order (IGO) transactions for mortgage worktypes
• Work directly with business unit in response to issues and questions regarding Manulife Bank's products and processes
• Follow AML guidelines and ensure enhanced due diligence is applied for Politically Exposed Person, High Risk Clients and Bank regulations
• Flexibility to work overtime during peak seasons and in high volume situations

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