Practice Operations Associate

About the Role

The Practice Operations Associate supports the Strategic Advisory Group by managing business operations, marketing and business development, financial administration, and other key activities. This role is vital for ensuring smooth coordination and execution across multiple functions, contributing to the group's effectiveness and responsiveness.

Key Responsibilities

• Provide day-to-day operational support to leadership and team members, adapting to evolving business needs.
• Coordinate work across senior leadership, practitioners, corporate functions, and external contacts.
• Support marketing and business development efforts, including opportunity tracking and event support.
• Create, update, and review client-facing materials such as pitch decks and presentations.
• Administer CRM data, including opportunity entry, account updates, pipeline hygiene, and reporting.
• Monitor accounts receivable, billing status, collections, and coordinate with project teams and Finance.
• Prepare and support client invoicing, track approvals, and maintain records.
• Develop and maintain trackers, dashboards, templates, and process documentation.
• Organize meetings, prepare agendas and materials, capture decisions, and follow up on action items.
• Assist with onboarding, system access, communications, and administrative needs.
• Utilize Microsoft 365 and other systems to streamline tasks and improve data quality.
• Handle confidential information with discretion.
• Anticipate needs, identify risks, escalate appropriately, and offer solutions.
• Take on additional priorities with a service-oriented approach.

Requirements & Tech Stack

• Experience in operations, project coordination, team support, marketing and business development support, or finance administration.
• Strong organizational skills with the ability to manage multiple deadlines and responsibilities.
• Ability to handle strategic, analytical, administrative, and hands-on tasks concurrently.
• Service-oriented mindset with attention to both high-profile and routine details.
• Professional communication skills and confidence to engage across organizational levels.
• Knowledge or ability to quickly learn marketing workflows, CRM, billing management, and invoicing.
• Proficiency with Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint.
• Ability to produce accurate, polished client-ready materials.
• Sound judgment and discretion handling confidential or financial information.
• Proactive problem-solving skills and willingness to learn.
• Ability to work independently and collaborate effectively.
• Comfortable in a fast-paced environment with changing priorities.