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Operations Administrator & Business Systems Specialist at NDA Private Equity | Remote

Remote Full-time

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Experience Level

Experience

Qualifications

1-2 years of relevant experience in operations, administration, or business systemsProficient in Go High Level CRM and HubSpot (or demonstrable expertise in comparable CRM systems)

About the job

SD Solutions is seeking a dynamic Operations Administrator & Business Systems Specialist for our esteemed client, NDA Private Equity.

As a global staffing company, SD Solutions is committed to connecting talent with opportunity. Reach out to learn about the exceptional benefits we provide.

This position offers a unique chance to be at the forefront of operations within a fast-paced and expanding firm. As our inaugural operations hire, you will play a pivotal role in designing and managing business systems, automation, and back-office functions from the ground up. Your journey will align with the company’s growth, paving the way for a future leadership position where you will mentor and guide new team members.

Ideal candidates will:

  • Find fulfillment in establishing systems and processes from the beginning
  • Enjoy utilizing AI and automation to streamline tasks
  • Seek a role with ownership and the potential for career advancement
  • Excel in client-facing scenarios where professionalism is essential
  • Aspire to be an operations leader, not just an employee

Your Responsibilities Include:

CRM & Client Systems (Primary Focus)

  • Establish and enhance our Go High Level CRM from the ground up
  • Design automated workflows for client onboarding and service delivery
  • Create dashboards and reports for effective client relationship management
  • Develop systems that empower our principals to prioritize revenue generation

Business Automation & AI Integration

  • Spot opportunities to automate redundant tasks across all business areas
  • Utilize AI tools (ChatGPT, Claude, automation platforms) to boost efficiency
  • Develop scalable templates, workflows, and procedures
  • Keep abreast of emerging technologies that could benefit the organization

Back-Office Operations

  • Oversee all administrative tasks including scheduling and documentation
  • Collaborate with external service providers (CPAs, attorneys, compliance partners)
  • Manage client communications with utmost professionalism
  • Maintain organized digital filing systems and documentation

Client Experience & Communication

  • Engage in client-facing Zoom calls with confidence and professionalism
  • Assist with client onboarding and ongoing relationship management
  • Ensure all client interactions reflect the premium positioning of the firm
  • Act as a vital link between clients and our principals

About NDA Private Equity

SD Solutions is a global staffing firm dedicated to matching talented professionals with leading companies. We pride ourselves on our commitment to client satisfaction and the welfare of our candidates.

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