Operations Associate
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Job Description
Operations Associate at Wayfinder supporting financial, sales, and business operations. The role requires strong organizational skills in a fast-moving EdTech startup.
Responsibilities:
- Support Wayfinder’s back-to-school fulfillment season by placing orders, tracking progress, and troubleshooting issues in close partnership with our printing/shipping vendor
- Support Accounts Payable by processing bill payments and coordinating approvals and coding so bills are paid on time and accurately recorded.
- Liaise with customers to ensure timely payment of invoices and support an effective Accounts Receivable (AR) system
- Monitor and triage multiple company email inboxes, responding to requests, routing messages to the right owners, and keeping communications organized and easy to find
- Contribute to maintaining an accurate and actionable CRM (Salesforce) by updating accounts, pulling reports, and conducting analyses, as needed
- Supported Wayfinder’s sales tax process by requesting and managing exemption certificates, tracking state-by-state requirements, supporting state registrations, and helping maintain ongoing compliance.
- Work cross-departmentally to strategize and develop improvements and processes that contribute to the operational success of Wayfinder
- Supported Business Operations by maintaining accurate company records and documentation (e.g., W-9s, insurance, corporate details), and providing information to customers and sales reps as needed.
- Provide day-to-day tech support and reinforced company tech compliance (access, tools, and basic troubleshooting)
- Support People Operations with Onboarding & Offboarding of Employees, Contractors, and other strategic partners
Requirements:
- Business or Finance bachelor’s degree, or 2-3 years of relevant experience in an Operations/Admin role preferred
- Highly proficient in the Google Suite (Gmail, Docs, Slides, Sheets)
- Strong organizational and analytical skills—great at catching the small details that really matter
- Strong written and verbal communication skills and work ethic
- Ability to work independently and as a team player
- Self-starter who can learn new tools and processes independently – ready to dive in and figure it out
- Tech savvy —you don’t need to know it all, but you can learn quickly and then teach/help someone else.
- Craves context, excited by being an expert, wants to understand all aspects of what they are doing, and doesn’t leave questions unanswered
- Bonus Qualifications
- Experience working in Salesforce
- Experience working in Maxio and QuickBooks
- Experience working in K12 Education
- Passion for purpose driven work
- A background in Finance, Operations, Executive Assisting, or similar roles
Benefits:
- Stock: Ownership in a fast-growing venture-backed company.
- 401k: We care about your ability to save for your future.
- Family Focus: Parental leave and flexibility for families.
- Time Off: Flexible vacation policy to encourage people to get out and see the world.
- Healthcare: Medical, dental, and vision policies.
- Goodies: Whatever hardware and software you need to get the job done.
- Team Fun: Regularly scheduled events, annual retreat, and celebrations.
- Learning: Learning & Development Opportunities to grow your skills and career.
- Great team: Working with fun, hard-working, kind people committed to making a difference!
- Flexible culture: We are results-focused. We don’t work at the office every day.
- And much more! Lots of other perks make this company an incredible place to work.
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