Operations Manager

At Cross Shield - Financial Coaching and Business Consulting, we believe that financial stability is important for well-being. We are a team of financial professionals who help powerful people create a proven strategy to eliminate financial stress, build wealth and achieve financial freedom in their lives and businesses. We educate and empower our clients to change their behaviors so they can take control of their money and finances. Our team focuses on providing excellent financial advice that meets the diverse needs of our clients. We use sound, biblical principals as we work with our clients and guide them toward their financial freedom goals. Based in Tulsa, OK, and serving clients across the U.S. and globally, we believe that everyone deserves financial freedom, and we work with our clients to create wealth-building strategies that meet their unique needs and goals.

The primary goal for this position is to provide the CEO and team members of Cross Shield with overall operational support.

The Operations Manager empowers the CEO and Cross Shield team members as a proactive problem solver, with exceptional communication skills and meticulous attention to detail. The Operations Manager will strive to anticipate needs and reduce friction at work and home whenever possible. Candidates will have previous successful experience working in-person and in a virtual team environment.

This position is a part-time role with increased hours, requiring availability of thirty plus (30+) hours per week, preferably day time. The position is as an independent contractor. This position requires that the candidate be available during standard business hours and in communication with the team daily.

This position requires that the candidate have proven and successful experience with digital marketing, social media posting, analytics and marketing strategy.

JOB DESCRIPTION

• Communicating on the CEO’s behalf both internally and externally
• Email and calendar management of multiple inboxes, including corresponding on behalf of the CEO
• Attend in-person and/or virtual meetings per week, currently 2 per week up to 2 hours.
• Complex calendar management and scheduling (both personally and professionally) on behalf of the CEO and coordinating with the Cross Shield team.
• Varying personal and professional administrative tasks including, but not limited to, booking business and personal appointments, research projects, coordinating travel, and client scheduling coordination.
• Be actively involved in the company’s digital marketing strategy including developing the marketing strategy, posting to social media, analytics assessment, etc.

DUTIES

• Assist with developing and improving client workflows amongst the team
• Assess the client onboarding process and identify areas for continual improvement and enhanced client experience.
• Assess the coaches onboarding process and identify areas for continual improvement
• Assess the client engagement experience and identify areas for improvement
• Assess the current platforms used in the business for recommendations in efficacy and efficiencies for the company
• Gmail and Google Calendar
• Monitor email communication for the team and respond to all communications within 24 hours based using a sense of urgency.
• Slack
• Electronic communications amongst the team members and across specific channels
• Hubspot
• Input and update data into the platform based on the client and coaches’ needs.
• Keep Hubspot updated and remind coaches of their tasks, etc.
• Zoom
• Monitor the platform for Recording Management and move those recordings to the appropriate Google Drive folder and notify the coach of the moved recording
• CoachAccountable - The Coaching Portal
• Assist the coaching team with managing the client engagement process and the needed resources for the platform.
• Calendly
• Understand how to navigate within the Calendly scheduling platform and assist the team with updating event types and assisting with scheduling needs for leads, prospects and clients
• Google Workspace
• Understand how to navigate within the Cross Shield Google Workspace including but not limited to adding and deleting users and assigning roles to team members.
• Quickbooks
• Understand and use the Quickbooks platform for such tasks including but not limited to adding new clients, inputting invoices, applying payments, categorizing transactions and paying clients and team members.
• Other platforms as implemented
• Assist with scheduling client meetings
• Provide support for the Cross Shield coaches
• Special projects as assigned

SKILLS & ABILITIES:

The ideal candidate possesses the following strengths and skills:

• A mindset
• Experience managing a team and executing operational processes
• Strong financial background, including experience with financial reporting and analysis
• Excellent communication and interpersonal skills
• Ability to work independently and remotely, as well as collaborate with team members
• Experience in the financial or consulting industries is preferred
• Bachelor's or Master's degree in Business Administration, Finance, or related field, preferred
• Proficiency in project management and organizational software/tools
• Strong attention to detail and critical thinking skills
• Strong professional appearance and presentation skills
• The ability to understand and agree to the highest level of confidentiality of information for our clients, our coaches and the company
• Must be able to meet deadlines in a fast-paced, quickly changing environment
• A proactive approach to problem-solving
• A high sense of urgency
• Effective and efficient experience in a virtual meeting environment
• Incredibly high follow-through and next step establishment
• A helpful, solutions based mentality
• Proficiency with both iOS and Microsoft operating systems and associated business applications
• Proficiency with quickly learning and adapting to new software applications
• Responsive and communicative with team mates and clients
• Have an strategic thinking and ownership mindset strategic

RECRUITER INQUIRIES WILL BE REJECTED

Job Type: Part-time

Pay: $15.00 - $25.00 per hour

Expected hours: No more than 30 per week

Benefits:

• Flexible schedule

Schedule:

• Choose your own hours
• Day shift
• Evening shift
• Monday to Friday
• Night shift
• Weekends as needed

Application Question(s):

• Highly competent in working with various software platforms and software including spreadsheets and can easily and patiently teach others how to use them on a desktop, handheld and tablet platforms
• I am goal oriented and driven to meet my business performance goals and purpose. I have specific, written goals that I openly share with stakeholders for accountability and ownership.
• I am coachable and am willing to submit myself to a proven authority and am open to being coached and mentored. I have the motivation to be successful on my own.
• I understand that as part of my onboarding process, I, and my spouse if married, will be required and provided financial coaching for at least 60 days at no cost to myself.
• As of this very moment, how many TOTAL emails do you have in your email inbox?
• As of this very moment, how many total UNOPENED emails do you have in your email inbox?

Ability to Relocate:

• Tulsa, OK 74136: Relocate before starting work (Required)

Work Location: Hybrid remote in Tulsa, OK 74136