Business Operations and Management Lead
Apex Systems
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Benefits offered by this job
Job summary
Everforth Apex Systems is seeking a strategic Business Operations and Management Lead to drive operational excellence and ABM-focused execution. You will optimize processes, lead cross-functional initiatives, and leverage AI to improve efficiency across marketing operations and planning.
Responsibilities include developing playbooks, partnering with leadership on planning, and delivering data-driven insights for senior leaders.
Qualifications
- 8-10 years of experience in business operations, program management, or marketing operations with executive-level support.
- Experience supporting ABM programs in B2B environments.
- Experience leading cross-functional initiatives and business planning processes.
Responsibilities
- Design, implement, and continuously improve scalable processes supporting marketing execution and performance tracking.
- Lead cross-functional initiatives to drive automation, standardization, and process optimization.
- Leverage AI tools to optimize processes and automate routine tasks.
- Manage and maintain operational tools (Teams, SharePoint) and reporting platforms.
- Develop documentation, playbooks, and training resources for process adoption.
- Document end-to-end business processes for accessibility across teams.
- Partner with leadership for annual/quarterly planning, headcount and budget alignment.
- Lead reviews and business rhythm activities (QBRs/MBRs) with data-driven insights.
- Track KPIs, OKRs, and strategic initiatives; use AI-driven insights for decision-making.
- Support vendor and contract management including onboarding and performance tracking.
- Provide executive-level communications and strategic recommendations.
Skills
Education
Tools
Job description
Job#: 3051509
Job Description:
Pay: $64.00 - $74.00 Hourly
Summary: We are seeking a strategic, execution-focused and self-motivated Business Operations & Management Lead to drive operational excellence and business performance across our organization. This role is responsible for optimizing and documenting core business processes, managing strategic initiatives, and enabling leadership with the insights and infrastructure needed to scale effectively, with a strong emphasis on enabling Account-Based Marketing (ABM) programs and leveraging collaboration tools like Microsoft Teams and integrating AI-driven solutions to streamline execution, enhance decision-making, and automate routine operations. This individual will oversee the completion of our process and systems infrastructure, including documentation through playbooks and cross‑functional process guides. The role involves collaboration with digital marketing channel managers, customer journey managers, data and analytics managers, and cross‑functional roles that execute various digital marketing projects. You will work cross‑functionally to align priorities, streamline operations, and support decision‑making through data, planning, and governance. The team is a digitally centric B2B brand and performance marketing group, specializing in omnichannel marketing with seamless integration. Our focus is on creating cohesive and engaging customer journeys and delighting customers with relevant, timely and personalized communications to enhance their purchasing decisions, foster enthusiasm for and maximize the value of Microsoft products and services.
- Design, implement, and continuously improve scalable processes that support marketing execution, resource planning, and performance tracking.
- Identify operational inefficiencies and lead cross‑functional initiatives to drive automation, standardization, and process optimization. Implement process improvements that enhance efficiency, reduce friction and support marketing scalability.
- Leverage AI tools and platforms to optimize business processes, automate routine tasks, and enhance operational efficiency.
- Manage and maintain operational tools and systems that support workflow management, reporting, and collaboration environments (e.g., Microsoft Teams, Sharepoints).
- Develop and maintain documentation, playbooks, and training resources to support process adoption, consistency and compliance.
- Document and maintain end‑to‑end business processes, ensuring clarity, consistency, and accessibility across teams.
- Partner with leadership to drive annual and quarterly business planning, including goal setting, headcount planning, and budget alignment.
- Lead operational reviews and business rhythm activities (e.g., QBRs, MBRs), ensuring data‑driven insights and clear action plans.
- Track and report on key performance indicators (KPIs), OKRs, and strategic initiatives.
- Use AI‑driven insights and predictive analytics to support strategic decision‑making and performance tracking.
- Support vendor and contract management, including onboarding, compliance, and performance tracking.
- Serve as a trusted advisor to senior leaders, providing operational insights and recommendations to support strategic decision‑making.
- Lead and participate in pilots on support innovation and improvements.
- Own and manage the rhythm of business (RoB) calendar, including planning and execution of QBRs, MBRs, and leadership reviews.
- Develop and deliver executive‑level communications, including business updates, strategic plans, and performance summaries.
- Embody our cultureandvalues.
- Excellent communication, organizational, and stakeholder management skills.
- Strong analytical and problem‑solving skills with a track record of driving operational improvements.
- Proven ability to lead cross‑functional initiatives and drive process improvements.
- Strong understanding of digital marketing workflows, especially in ABM environments.
- Ability to evaluate and implement AI solutions that drive automation, personalization, and efficiency in marketing operations.
- Experience using AI‑powered analytics tools to derive insights and inform business strategies.
- Familiarity with AI and machine learning concepts, tools, and platforms relevant to business operations and marketing.
- Experience managing cross‑functional projects and business planning processes.
- Proficiency in Microsoft Teams, Excel, Power BI, and project management platforms (e.g., ClickUp, Asana, Smartsheet).
- Ability to thrive in a fast‑paced, matrixed environment with shifting priorities.
- B2B expertise – knowledge of b2b modern marketing and marketing automation.
- Communication – Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
- Digital Marketing – knowledge of principles and methods for showing, promoting, and selling products or services.
- Leadership skills – ability to lead and manage teams and projects, both within and across organizations, set and communicate the vision and direction of initiatives/campaigns, inspire and empower team members, foster a culture of collaboration and innovation and handle pressure and uncertainty.
- Management skills – ability to work independently and manage one’s time, organize and delegate tasks, monitor and evaluate progress and performance, ensure quality and consistency and manage risks and contingencies.
8-10 years of experience
- Bachelor’s Degree in Business Administration, Communications, Marketing or a related field AND 8+ years of experience in business operations, program management, or marketing operations with demonstrated experience in supporting executive‑level initiatives.
- Or Master’s Degree in Business, Communications, or a related field AND 4+ years experience in executive communications, business management, or marketing operations, including experience managing cross‑functional initiatives and business planning processes.
- OR equivalent combination of education and experience in business operations, digital marketing or strategic communications.
- At least 3-4 years of hands‑on digital marketing experience in a B2B role.
- Virtual team leadership – Experience leading virtual teams across organizational lines and networking/relationship management
- Cross functional team leadership – Ability to work with stakeholders from different orgs, and levels
- Executive presence/communication – Ability to get executive buy‑in on strategy and report upwards
- Influence without authority – Understand stakeholder motivations and drive to goals without direct authority
- Strategic thinking but also detail oriented – Ability to keep an eye on big picture strategy but execute on details
- Customer obsessed mindset – Ability holding the customer experience at a high bar and representing their voice
- Executing with precision- Ability to own high visibility marketing activities need thorough planning and focused execution
- 5+ years of hands‑on digital marketing experience in a B2B role.
- Experience in a digital marketing, technology, or enterprise environment.
- Experience supporting ABM programs in a B2B or enterprise marketing environment.
- Familiarity with marketing automation platforms (e.g., Marketo, HubSpot) and CRM systems (e.g., Salesforce).
- Familiarity with financial planning, headcount management, or vendor operations.
- Lean Six Sigma or PMP certification is a plus.
- MBA or advanced degree in business, operations, or a related field.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
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Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.
NYSE: EFOR
4400 Cox Road
Suite 200
Glen Allen, Virginia 23060
Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.
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