Operations Associate

Socha Capital; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

Socha Capital is seeking an Operations Associate to join a growth-stage firm delivering sophisticated advisory services. You will partner with the Operations Manager to strengthen operational infrastructure, build scalable processes, and execute initiatives supporting growth.

You'll own recurring reports, maintain dashboards, and improve data quality across CRM systems and data models. A curious, proactive mindset and strong collaboration will help you succeed in a dynamic, fast-paced

Qualifications

• 2+ years of experience in operations, business operations, project coordination, business systems, or a related role.
• Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis.
• Experience working with CRM systems; Redtail/Asana experience is a plus.
• Experience using AI tools to improve productivity, automate workflows, analyze data, or support operational projects.
• Excellent organizational and project management skills.
• Strong analytical and problem-solving abilities.
• Attention to detail and commitment to data accuracy.
• Comfortable learning new technology and business systems.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Own reporting and dashboard maintenance, ensuring data accuracy and actionability.
• Coordinate cross-functional operational projects and track timelines.
• Maintain operational data quality and CRM data hygiene across platforms.
• Design, build, and maintain Excel-based reporting tools and data models.
• Audit data for inconsistencies and improve data integrity.
• Develop and maintain Redtail workflows, automations, and business processes.
• Support reporting enhancements and identify opportunities to improve visibility.
• Collaborate with teams to ensure operational consistency and continuous improvement.

Skills

Excel proficiency

CRM software

AI tools

Project management

Data analysis

Communication

Multitasking

Attention to detail

Tools

Redtail

Asana

Job description

Help Build the Operating System Behind a Growing Firm

Were a high-growth, multi-family office advisory firm serving visionary entrepreneurs, serial business builders, and ultra-high net-worth families. Our clients dont want vanilla. They want sophisticated strategy, trusted partnership, and transformative outcomes.

At Socha Capital, we believe exceptional client experiences are built on exceptional operations. As we continue to grow, we're looking for an Operations Associate who enjoys solving problems, improving processes, and building systems that help our entire organization perform at a higher level.

This is not a traditional administrative role. Youll work closely with the Operations Manager to strengthen the firms operational infrastructure, improve business systems, and execute initiatives that support our continued growth.

Were looking for someone who is naturally curious, analytical, and proactive, someone who notices opportunities for improvement, takes ownership, and enjoys creating order from complexity.

What You'll Do

• As an Operations Associate, youll play a key role in supporting operational excellence across the firm by owning reporting, improving CRM data quality, coordinating projects, and helping build scalable business processes.
• Partner closely with the Operations Manager to execute strategic operational initiatives and continuous improvement projects.
• Own recurring operational reports and dashboard maintenance, ensuring data is accurate, timely, and actionable.
• Build, maintain, and improve Excel-based reporting tools and data models.
• Audit operational data to identify inconsistencies and improve overall data integrity.
• Maintain Redtail CRM data quality through ongoing review, cleanup, and quality assurance.
• Design, build, and maintain Redtail workflows, automations, and business processes.
• Support reporting enhancements and identify opportunities to improve operational visibility.
• Coordinate cross-functional operational projects by tracking timelines, following up on action items, and helping initiatives move from idea to execution.
• Maintain operational documentation, standard operating procedures, and inventory logs.
• Test new workflows and operational processes prior to implementation.
• Identify opportunities to automate manual work and improve operational efficiency.
• Collaborate with team members across departments to support operational consistency and continuous improvement.

What Were Looking For

The ideal candidate is someone who enjoys making things better. You naturally notice when something doesnt make sense, enjoy working with data, and take pride in building organized, scalable systems.

Qualifications

• 2+ years of experience in operations, business operations, project coordination, business systems, or a related role.
• Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis.
• Experience working with CRM systems; Redtail/Asana experience is a plus.
• Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects. Curiosity and a willingness to explore emerging technologies are highly valued.
• Excellent organizational and project management skills.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and commitment to data accuracy.
• Comfortable learning new technology and business systems.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, growing environment.

You'll Thrive in This Role If You...

• Take ownership rather than waiting for direction.
• Enjoy solving problems and improving processes.
• Like working with data and making it meaningful.
• Naturally look for ways to make systems more efficient.
• Are organized, dependable, and follow through on commitments.
• Enjoy collaborating with others to build better ways of working.

Why Socha Capital?

At Socha Capital, were building a firm designed to scale through operational excellence, innovation, and continuous improvement. Youll work directly with the Operations Manager and leadership team, contribute to meaningful initiatives, and help build the systems and processes that support the next stage of our growth.

This role offers significant opportunity for professional development and increasing responsibility as both you and the firm continue to grow.

If youre excited by solving problems, improving operations, and helping build an exceptional organization, wed love to hear from you.