General Operations Specialist

Clarity Financial, Inc.; United States; Remoto; USD 52.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

Stock options

Health insurance

Fully remote

Annual offsites

Descrizione del lavoro

Clarity Financial, Inc. is seeking a General Operations Specialist for a fully remote role, supporting the Operations and GTM teams. You’ll help keep our CRM, hiring tools, and internal documentation in good shape, and drive projects across teams to completion.

This early-career position offers real project ownership and a path to bigger responsibilities while emphasizing clear processes, data-driven decisions, and collaborative work across functions.

Competenze

• 1–2 years of experience in operations, customer success, or a similar role.
• Analytical thinker who catches small inconsistencies and patterns.
• Process-oriented with the ability to create repeatable steps.
• Curious, coachable, and eager to learn from others.

Mansioni

• Carry out defined improvements on operations projects from planning to completion.
• Research questions and turn findings into clear summaries for decisions.
• Coordinate operations projects across teams to ensure ownership.
• Write and maintain clear processes and handbooks for the library.
• Support CRM and other tools; clean data, build views/reports, answer day-to-day questions.

Conoscenze

Analytical thinking

Data proficiency

Effective communication

Self-starter

Project ownership

Cross-functional collaboration

Strumenti

HubSpot

Notion

Google Sheets

Excel

Gitbook

Descrizione del lavoro

About the Role

Our teams all rely on strong operational structure and support to keep things running smoothly. As a General Operations Specialist, you’ll help our Operations team turn planned improvements into finished work. You’ll help keep our CRM, hiring tools, and internal documentation in good shape, and make sure projects across our Operations and GTM (Go-to-Market) teams keep moving.

This is a fully remote role for someone early in their career, with the chance to take on real project ownership quickly.

What You'll Do

• Carry out defined improvements on operations projects from planning to completion.
• Research questions and turn findings into clear summaries that support decisions.
• Track and coordinate operations projects across teams so that nothing stalls without an owner.
• Write clear processes for our growing library that others can rely on. Keep handbooks and support documentation up to date so they remain usable and findable.
• Support our CRM and other third-party tools. Clean up data, build views and reports, and field day-to-day questions from the GTM teams.
• Help People Operations maintain standards and processes across the organization including hiring, onboarding, training, and other company operations as priorities evolve.
• Assist with scheduling and coordination for company-wide meetings and events.
• Perform other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Candidate Qualifications

• 1 – 2 years of experience in operations, customer success, or a similar role, ideally at a startup or fast-moving team.
• Analytical and meticulous: You notice the small inconsistencies and patterns others miss, and you close loops.
• Process-oriented: You like turning messy work into clear, repeatable steps.
• Curious and coachable: Y ou ask questions, look for context and existing processes before jumping to solutions, and want to learn from those around you.
• A self-starter: You take initiative, work through blockers on your own when you can, and keep work moving without waiting to be asked.
• A steady executor who follows a plan through to completion and flags potential blockers early.
• Interested in owning small projects from start to finish, and building toward larger projects over time.
• Comfortable working with data in spreadsheets (Google Sheets or Excel) and spotting patterns or errors.
• Communicate clearly and professionally with team members across functions.

Nice to Have

• Hands-on experience in HubSpot or other CRMs (we’ll train you on our HubSpot setup)
• Exposure to using or building automation workflows or similar detail-driven scoped projects
• Previous internal dashboard or database systems experience such as Notion or Gitbook

Benefits

• You will be paid competitively, receive stock options and have a variety of other benefits, including 100% company-sponsored health, medical and dental insurance.
• Clarity has grown from 0 to 70 employees in under 4 years and is poised for continued growth.
• Clarity is a product focused organization that consistently invests in improving the experience of its school and family users.
• Clarity is a fully remote work environment, but also provides both team specific and company sponsored offsites every year.