Business Operations Associate
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Job Description
Business Operations Associate supporting Circuit, a collaborative network of 80 credit unions and CUSO owners. Managing executive operations, invoicing, communications, meetings, and board support.
Responsibilities:
- Support business development and prospect activities, including preparing Private Placement Memoranda (PPMs), tracking status and touchpoints, scheduling meetings, and responding to due diligence requests
- Track owner renewals and provide reporting to support the COO
- Process and track invoices across the operations team, including sponsor agreements and event expenses; coordinate approvals and finance handoffs
- Maintain organized records, files, and tracking systems
- Assist with ad hoc projects and requests
- Identify and flag process gaps or opportunities to improve efficiency
- Coordinate travel and expense report processing for the COO and executive team
- Track and manage contract and agreement renewal dates
- Manage calendar coordination and scheduling support at the executive and board level
- Draft and send owner 1:1 communications at the direction of executive leaders
- Serve as a point of contact for owner inquiries and requests
- Monitor general mailboxes, web submissions, and the Circuit phone line
- Prepare, format, and proofread documents
- Support scheduling and planning for owner engagement touchpoints and meetings
- Assist with owner satisfaction and value survey administration
- Track owner engagement activities and report engagement metrics
- Support board outreach and board preparation and materials
Requirements:
- 3+ years of experience in an administrative, operations, or executive support role preferred
- A bachelor's degree in business or a related field may be considered in place of experience
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills; comfortable drafting professional correspondence
- Discretion and good judgment in handling sensitive information and executive-level communications
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Ability to manage multiple priorities simultaneously in a fast-paced, remote environment
- Self-directed and dependable
- Embraces emerging tools and technology, including AI assistants
- Experience supporting C-suite executives or board-level operations is a plus
- Familiarity with business development processes and operations (invoicing, renewals) a plus
- Experience with Google Workspace, HubSpot (or similar CRM), and Asana a plus
- Experience in the financial services industry is a plus
Benefits:
- Some travel required for Owner and team meetings
- Remote work environment
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