OptiNizersOptiNizers

Business Operations Associate

Added 4 days ago

About the Role: 

A highly organized, proactive, and detail-driven Business Operations & Growth Associate is needed to support the operational backbone, relationship management, and business development workflows of a hospitality-focused design and creative studio. This role focuses on keeping relationships warm, follow-ups consistent, systems organized, and opportunities visible so nothing falls through the cracks. Beyond task execution, the associate is expected to take initiative, suggest ideas, and translate high-level direction into clear actions, templates, and workflows. This role is ideal for someone who thrives in early-stage environments where systems are still evolving and who enjoys bringing structure, follow-through, and operational clarity. 

Key Responsibilities: 

Business Development, Outreach & Relationship Management 

• Track professional connections including where they were met, context, and next touchpoints.

 • Draft and schedule thoughtful follow-up messages after meetings, conferences, and introductions using the principal’s voice.

 • Manage light LinkedIn outreach and follow-ups with approved messaging.

 • Classify relationships (warm, cold, dormant) and track next actions.

 • Maintain outreach logs and follow-up schedules to ensure opportunities are nurtured.

 • Suggest outreach approaches and follow-up systems to improve relationship development.



 
CRM & Pipeline Management

 • Build and maintain CRM systems such as Dubsado or HubSpot.

 • Track contact details, outreach history, last interactions, and next touchpoints.

 • Keep CRM data clean, organized, and easy to reference.

 • Provide simple visibility reports on relationship pipelines and follow-ups.

 • Recommend improvements to CRM structure or tracking workflows.



 
Studio Operations & Administrative Support

 • Support proposal preparation with formatting, timelines, and document organization.

 • Track invoices, deposits, and balances for internal visibility.

 • Monitor procurement status including orders, shipments, and delays.

 • Organize vendor quotes, approvals, and project documentation.

 • Maintain structured folders, trackers, and operational records.

 • Assist with new employee account setup when needed.

 • Create templates and systems that streamline recurring tasks.



Marketing Support (Execution-Focused) 

 • Repurpose content created by the principal into usable formats.

 • Prepare and schedule approved content for posting.

 • Organize captions, images, hashtags, and assets in a centralized system.

 • Maintain a clean archive of reusable marketing materials.

 
Qualifications & Ideal Traits: 

 • Background in business operations, outreach coordination, studio management, or administrative support.

 • Experience managing CRM systems and relationship tracking.

 • Strong written communication skills for professional outreach.

 • Highly organized, systems-oriented, and detail-focused.

 • Comfortable executing in another person’s voice and direction.

 • Proactive, reliable, and able to translate instructions into clear execution plans.

 • Experience with spreadsheets, trackers, and document organization tools.

 • Familiarity with Canva or basic content handling is a plus.

 
Working Environment: 

• Fully remote role working closely with the studio principal.

• Flexible, creative environment with evolving systems and workflows.

• High autonomy with strong expectations for ownership and follow-through. 

• Opportunity to help build internal systems and operational processes.