Operations

• Process daily incoming and outgoing ACATS within industry timelines, validating client information, contra accounts, and asset eligibility across the full transfer lifecycle
• Process DTC / FOP (Free of Payment) transfers, ACATS Free Deliveries, Fail Reversals, and nonstandard transfer types (PTR, PTD, RCL, RCR, FRV, MFC, PTF)
• Identify documentation and processing irregularities, execute the correct reject paths, and apply controls to prevent errors
• Handle communications with contra firms, transfer agents, and partner brokers, coordinating on rejections, accelerations, reclaims, and documentation
• Run mass account transfers and conversions, both internal and external
• Partner with engineering to automate daily self-clearing workflows
• Drive continuous operational improvement through root cause analysis, trend analysis, and updates to the control framework
• Serve as the firm's Subject Matter Expert on transfers, acting as a referral point for policy-related queries
• Prepare summary documentation for special projects and participate in cross-functional initiatives as assigned

Brokerage Operations Associate I – ACATS

• Operations tools management: Own the day-to-day backend across the brand's operational stack: Toast POS, Super Order, Opus LMS, Appfront Loyalty, Customer.io and ClickUp. Keep forms, checklists, and project workflows organized and current across all locations.
• Location ops oversight: Review daily opening checklists submitted by each location — including fryer oil quality, station readiness, and equipment status — and flag issues to franchisees in real time.
• Inventory & data integrity: Manage inventory submissions across all locations. Spot anomalies, follow up on missing submissions, and ensure data integrity across the network.
• SOP creation & maintenance: Build and maintain SOPs that codify how each location should operate, working closely with the Chief of Staff and Director of Operations.
• Forms & reporting: Syndicate weekly employee feedback forms, collect submissions, chase missing data, and reformat outputs into clean weekly reports for leadership.
• Delivery platform management: Handle backend menu, listing, and operational accuracy on Uber Eats, DoorDash, and other delivery channels.
• Community management: Light social monitoring and response on Facebook, Instagram, and TikTok comments, leveraging AI-assisted workflows.
• Continuous improvement: Surface process improvement ideas. The brand is in growth mode — this role is for someone who wants to use their brain, not just execute tickets.
• CEO Support: Calendar support, Inbox triage, Meeting notes, Follow-up tracking, ClickUp action items, CEO priority tracker, Light research and special projects.

Operations Coordinator

• Improve customer experience and trust: Reduce turnaround time and rework across resignations, conversions, and offboarding journeys, while improving clarity of communication and outcomes.
• Increase operational capacity and scalability: Standardize workflows, build automation, and reduce active handling time so the team can handle growth without compromising quality.
• Strengthen compliance and risk management: Embed guardrails into processes and tooling to ensure consistent, auditable handling of sensitive employee events across countries.
• Enable cross functional execution: Turn lessons learned from cases into actionable improvements with Product, Engineering, and other Lifecycle teams.
• Improve visibility and decision making: Build reporting and dashboards that help leaders understand performance, drivers of backlog, and the impact of changes over time.

Lifecycle Operations Lead

• Serve as the end-to-end owner of Energy Exemplar’s website as a critical marketing and business channel
• Ensure the website is optimized to support business goals, including demand generation, brand positioning, and user experience
• Proactively identify opportunities for improvement, prioritize and manage web initiatives, and make strategic recommendations based on performance data, evolving search trends (including AI-driven search), and company priorities
• Partner cross-functionally with Marketing, Product, Sales, HR, and executive stakeholders to ensure the website reflects company strategy and delivers measurable impact
• Operate as a self-directed owner of the website, proactively identifying opportunities and driving improvements with minimal oversight
• Own the website roadmap, aligning priorities with business goals and strategy
• Continuously evaluate website performance, structure, and user experience to identify issues and opportunities for improvement
• Make data-driven recommendations to improve conversion, engagement, and user journeys
• Own search intelligence, including keyword and prompt research across traditional and AI-driven search, translating insights into actionable recommendations that guide content development
• Establish and maintain templates, frameworks, and best practices to enable content teams to create search-optimized, high-performing content
• Monitor and analyze website performance metrics to inform optimization decisions
• Ensure the reliability, security, and performance of the website, coordinating with internal teams and external vendors as needed

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Brokerage Operations Associate I – ACATS

Operations Coordinator

Lifecycle Operations Lead

Web Experience and Operations Manager