Business Operations Specialist

Looking for Business Operations Specialist

Location: Plano, Texas

Description

The Business Operations Specialist supports Account Managers in executing and scaling customer projects by managing operational processes, maintaining data accuracy, and coordinating across stakeholders.
This role focuses on stabilizing growing projects with increasing complexity, while improving operational visibility and supporting process standardization and digitization.

Essential Functions

1. Operational Support & Data Tracking

1. Track headcount, resource allocation, and project-related operational data
2. Maintain and update operational data based on stakeholder inputs
3. Ensure accuracy and visibility of information
4. Support Account Managers with daily operational activities

2. Stakeholder Coordination

1. Coordinate with Account Managers on stakeholder communication
2. Collect and consolidate inputs from internal and external stakeholders
3. Support follow-ups and alignment across teams (Account Managers retain ownership)

3. Sales & Project Execution Support

1. Assist in contract-related processes (updates, amendments, documentation)
2. Support financial tracking and data preparation
3. Manage requests, tasks, and deliverables
4. Maintain consistency of data across systems

4. Process Improvement & Tool Support

1. Identify inefficiencies in manual processes
2. Support workflow and template improvements
3. Assist in tool usage or simple system enhancements
4. Contribute to digitization of operational processes

Requirements

1. Bachelor s degree or equivalent experience
2. Strong organizational and multitasking skills
3. Ability to manage shifting priorities
4. High attention to detail
5. Strong communication skills

Technical Requirements

1. Proficiency in Microsoft Excel (data tracking and basic analysis)
2. Familiarity with Microsoft Teams, SharePoint, or similar tools

Preferred Qualifications

1. Experience with CRM systems or data management platforms
2. Exposure to project coordination or sales operations support
3. Experience supporting contract or financial tracking processes
4. Interest or experience in process improvement / automation

Additional Traits

1. Proactive and reliable
2. Detail-oriented
3. Team-oriented mindset
4. Strong willingness to learn and adapt