Business Operations Specialist

Plano, Texas, United States

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

Track headcount, resource allocation, and project-related operational data

Maintain and update operational data based on stakeholder inputs

Ensure accuracy and visibility of information

Support Account Managers with daily operational activities

2. Stakeholder Coordination

Coordinate with Account Managers on stakeholder communication

Collect and consolidate inputs from internal and external stakeholders

Support follow-ups and alignment across teams (Account Managers retain ownership)

3. Sales & Project Execution Support

Assist in contract-related processes (updates, amendments, documentation)

Support financial tracking and data preparation

Manage requests, tasks, and deliverables

Maintain consistency of data across systems

4. Process Improvement & Tool Support

Identify inefficiencies in manual processes

Support workflow and template improvements

Assist in tool usage or simple system enhancements

Contribute to digitization of operational processes

Requirements

Bachelor’s degree or equivalent experience

Strong organizational and multitasking skills

Ability to manage shifting priorities

High attention to detail

Strong communication skills

Technical Requirements

Proficiency in Microsoft Excel (data tracking and basic analysis)

Familiarity with Microsoft Teams, SharePoint, or similar tools

Preferred Qualifications

Experience with CRM systems or data management platforms

Exposure to project coordination or sales operations support

Experience supporting contract or financial tracking processes

Interest or experience in process improvement / automation

Additional Traits

Proactive and reliable

Detail-oriented

Team-oriented mindset

Strong willingness to learn and adapt

Wisdom Infotech

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Business Operations Specialist