Remote & Dayshift Operations Manager (Advisory & B2B) - #34326

Manila Recruitment; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading advisory firm in the M&A sector is seeking an Operations Manager to enhance operational efficiency and provide executive support. The ideal candidate will possess strong organizational skills, a proactive mindset, and experience in managing multiple projects. This remote full-time role offers an opportunity to be at the forefront of transformative business transactions, leveraging technology and strategic insights to drive success.

Qualifications

• 3-5 years of relevant B2B experience.
• Strong attention to detail and commitment to deadlines.
• Ability to design visually appealing presentations.

Responsibilities

• Serve as a trusted partner to the Managing Director.
• Lead the development of high-quality Information Memorandums.
• Oversee project timelines and ensure deliverables are completed.

Skills

Attention to detail

Organizational skills

Communication skills

Problem-solving skills

Analytical thinking

Proactivity

Use of AI tools

Tools

Microsoft Office Suite

Pipedrive

WordPress

Job description

Company Profile:

0ur client is an award-winning advisory firm specializing in mergers and acquisitions (M&A), business valuations, and growth and exit strategies. Established in 2016, our client partners with business owners to value, grow, and successfully exit their companies. With a strong focus on providing strategic advice, they have earned recognition for their expertise in the M&A field, including the prestigious title of Consulting Business of the Year in 2024.

Overall purpose and responsibilities of the role:

We are seeking a highly organized and proactive Operations Manager to lead our M&A & Advisory support team and provide executive support to the Managing Director in our M&A Advisory firm. This pivotal role is designed for a self-starter who thrives in a fast-paced environment and plays a critical part in driving operational efficiency across the business.

The ideal candidate is an A Player with a curious mind, excellent problem-solving abilities, and exceptional attention to detail. You excel at managing competing priorities and multiple projects, consistently delivering results with clarity and focus. With a strong passion for systems, structure, and communication, you bring a high level of organization and initiative to the team, ensuring that the operation runs smoothly and efficiently.

You embrace technology, particularly AI tools, to streamline processes and optimize outcomes. If you have a genuine passion for supporting complex, high-value business transactions and want to be at the heart of transformative M&A deals, this is the perfect opportunity for you.

Must-have Skills / Qualification:

• 3-5 years of relevant B2B experience (services, not manufacturing) working alongside High Performing Leaders.
• Strong attention to detail, organisational skills and commitment to deadlines
• Strong communication skills with the confidence to express opinions clearly, take initiative, and work independently without constant direction.
• Solid understanding of marketing principles with experience in creating investor- focused narratives.
• Ability to design visually appealing presentations that effectively communicate business value.
• Comfortable using AI tools (such as ChatGPT) and staying up-to-date with the latest trends in AI
• Advanced knowledge of Microsoft Office Suite (Word, PowerPoint, Excel) or similar tools.
• Strong problem-solving and analytical thinking skills.
• Proactive, curious, and focused on self-improvement and professional development.
• Must be able to demonstrate relevant results/skills and talk through how they achieved them
• We expect the candidate to have the essential IT equipment (i.e. desktop or laptop) and a high-end plan with excellent speed

Advantageous:

• Financial or accounting backgrounds are not essential, but experience with qualitative analysis and business strategy is a plus.
• Prior experience in M&A, Management Consulting, or Professional Services is an advantage, but not required.
• Australian B2B experience is a nice to have.
• Familiarity with Pipedrive, Go High Level, or WordPress is advantageous.
• Experience with mid-market companies

Duties and Responsibilities:

1. Strategic Support to the Managing Director

• Serve as a trusted partner to the Managing Director, managing day-to-day priorities, workflows, and communications.

• Act as the liaison between the Managing Director and internal/external stakeholders, ensuring alignment on key projects.

• Proactively anticipate needs, address challenges, and contribute to the achievement of strategic goals.

2. Investment Materials & Information Memorandum Creation

• Lead the development of high-quality Information Memorandums (IMs) that effectively convey the value of clients’ businesses to potential acquirers.

• Collaborate with clients and internal teams to gather insights on business operations, financials, and growth strategies.

• Use AI tools to enhance the efficiency of document creation while maintaining accuracy and quality.

• Conduct market research to enrich IM content and support decision-making.

• Develop additional supporting materials to pitch clients’ businesses to potential investors and acquirers.

3. Operational Management

• Oversee project timelines and ensure all deliverables are completed on time and to a high standard.

• Manage research tasks related to business sale marketing campaigns and other business projects.

• Assist in developing marketing strategies to present businesses to potential investors or buyers.

• Track buyer/acquirer engagement, including email campaigns, LinkedIn outreach, and NDA verifications.

• Maintain CRM systems, such as Pipedrive, to ensure up-to-date communication and deal tracking.

• Create and manage systems for monitoring marketing campaign responses, including email bounces, unsubscribes, and engagement.

• Set up ads on business sales platforms and manage inquiries from potential buyers.

• Assist with managing certain deal stages, including scheduling meetings, maintaining project documentation, and liaising with clients and advisors.

• Identify opportunities to improve operational tasks and efficiencies using AI or technology.

4. Team Collaboration & Process Improvement

• Work closely with the Managing Directors and advisors to deliver high-quality project outcomes.

• Support staff through outbound calls and manage processes to ensure smooth operations.

• Collaborate with co-founders and team members, to ensure seamless project delivery.

• Lead initiatives to streamline internal systems and processes, ensuring continuous improvement.

• Take proactive ownership of tasks and continuously seek ways to improve efficiency and productivity.

• Embrace continuous learning and contribute to the overall growth and development of the team.

Location: Remote

Employment: Full-time Employment

Client Direct Hiring

Dayshift