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Operations Associate

Concertina is seeking a highly organized Operations Associate for our client in the boutique investment banking industry. This remote role is based in the Philippines and is ideal for detail-oriented professionals with a strong grasp of systems and operations. The selected candidate will support internal systems, compile key metrics, assist in marketing campaigns, and document workflows. Initially part-time, this position has the potential to grow into a full-time role based on performance.

Job Responsibilities:
  • Maintain and update Asana boards, CRM records, and SharePoint folders.
  • Compile weekly/monthly reports on deal pipelines, marketing performance, and operational KPIs.
  • Support business development campaigns — manage contact lists, track open rates, CTRs, and conversion metrics.
  • Assist with marketing and conference coordination, including ROI tracking.
  • Create and update SOPs for repeatable workflows and systems.
  • Collaborate with the COO on process improvement, data organization, and reporting optimization.
  • Attend virtual meetings, take notes, and ensure timely follow-up on assigned tasks.

Qualifications:
  • 5+ years of experience in operations, project coordination, or virtual assistance.
  • Proficiency in Microsoft 365 (SharePoint, Teams, Excel), Asana, or similar tools.
  • Experience with email marketing tools (e.g., Mailchimp, HubSpot).
  • Strong English communication skills (verbal and written).
  • High attention to detail and analytical mindset.
  • Self-motivated and comfortable in a remote setup.

Preferred Skills:
  • Familiarity with CRM platforms (e.g., DealCloud, HubSpot, Salesforce).
  • Background in consulting or professional services environments.
  • Experience with analytics platforms (Google Analytics, GA4, Excel dashboards).

Performance Metrics:
  • Timely and accurate submission of reports and campaign deliverables.
  • Well-maintained and organized systems (Asana, SharePoint, CRM).
  • Documented SOPs for core processes.
  • Positive internal stakeholder feedback and process ownership.

Requirements:
  • Updated Resume/CV.
  • Ability to thrive in a high-stakes, performance-driven work culture.
  • Reliable internet connection and remote work setup.
  • Availability to align with U.S. business hours.

Benefits:
  • Competitive compensation.
  • Flexible, remote work setup.
  • Growth opportunities within a high-performance environment.
  • HMO coverage for the employee and immediate family.
Join our team now and be part of the top 1% talent in the Philippines!

 

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