Space Planner & Product Specialist

Operation Organization; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

A clean, reliable car

Monthly travel

Dog-friendly office

Work in client homes

Job summary

Operation Organization in the United States seeks a Space Planner & Product Specialist to work closely with the Founder & CEO, clients, and the organizing team. This role blends creative space planning with behind-the-scenes project management to keep jobs running smoothly.

You will attend client consultations, draft layouts in Canva, build mood boards, review CAD elevations, source storage solutions, and coordinate with vendors.

Qualifications

• Proven ability to juggle priorities and manage multiple projects.
• Strong Canva and Excel skills for client visuals and data.
• Excellent client-facing communication and listening abilities.

Responsibilities

• Attend client consultations, capture measurements and notes.
• Draft layouts in Canva and AI programs.
• Build mood boards and presentations in Canva.
• Review CAD elevations and advise on storage during remodels.
• Source storage solutions and shelving for projects.
• Coordinate with vendors for upcoming projects.
• Deliver organizing products to job sites.
• Correspond with CEO and clients daily; manage tasks.
• Prepare client deliverables with quick turnaround after meetings.
• Draft project notes to guide team execution.
• Maintain in-home stockroom with bins and supplies.
• Pull products for jobs and deliver to teams in the field.
• Pre-stage products at sites with Lead Organizers.
• Track inventory in company spreadsheets for accurate billing.

Skills

Project management

Client communication

Attention to detail

Design aesthetics

Fast typing

Team collaboration

Tools

Canva

Excel

CAD

Job description

Operation Organization is a Professional Organizing company servicing Dallas and Los Angeles. With more than 20 years in the business we are growing our team and services.

About the Role

Operation Organization, a professional Organizing company is ready to welcome and train a Space Planner & Product Specialist to work closely with our Founder & CEO, clients, and organizing team. This is a high-level support role for someone who loves both the creative side of a project (space planning & design) and execution (the behind-the-scenes project management) that make every job run smoothly.

What You'll Do

Space Planning & Project Management

• Attend in-person client consultations with the CEO, capturing precise measurements, detailed notes, and clear next steps
• Draft product layouts for each project in Canva, and AI programs
• Build container mood boards, room design presentations, and team shopping guides in Canva
• Review CAD elevations and make building suggestions to accommodate storage needs during remodel and building process
• Source everyday and one-of-a-kind storage solutions, for active client projects
• Source shelving solutions to fit garages, attics and storage rooms
• Coordinate with vendors such as delivery drivers, junk removal companies, handymen, slat-wall installers and Elfa designers for upcoming projects
• Shop for and pull product from our inventory for upcoming projects
• Deliver organizing product to job-sites for the organizing team

CEO & Client Support

• Daily correspondence with team members, the Director of Operations, and clients after meetings
• Keep a well-managed task list and ask the right questions to stay one step ahead of company and client workflow
• Complete client deliverables with a quick turnaround after meetings and requests
• Draft team notes and project details for upcoming jobs so the team can execute the vision for each space

Operations & Inventory

• Keep our in-home container stockroom stocked with frequently used bins, drawer organizers, and supplies
• Pull product for upcoming jobs and deliver to team members in the field
• Pre-stage product at job sites ahead of time with Lead Organizers on whole home projects
• Track container inventory checked out to jobs and returned after completion in our company spreadsheets, so clients are billed accurately

What You Bring

Skills & Experience

• Proven experience juggling multiple priorities, timelines, and project details
• Confidence and active listening at client meetings, site visits, and collaborative project discussions
• Expert-level Canva skills and genuine comfort building and working in Excel
• Fluency across the Apple ecosystem, including iPhone, Mac, and their apps
• Fast, accurate typing and writing skills
• An eye for style, design, and home decor, with the ability to translate it into polished client-facing visuals

How You Work

• Proactive, self-directed, and detail-obsessed, with ability to be flexible when plans change
• Independent, with consistent communication and accountability
• Coachable and collaborative, welcoming feedback as a way to grow
• Excited to help shape evolving systems, workflows, and processes, and to bring new ideas to the table
• Professional and discreet in clients' homes, with a firm commitment to confidentiality, while staying warm and approachable

The Practical Stuff

• A clean, reliable car (an SUV is a plus)
• Ability to travel for business monthly
• A love of dogs. Our foster dog is part of the team and in the office every day.
• Comfort working in client homes with cats and dogs
• Ability to work around dust and in hot or cold conditions on site, including garages, attics, and storage spaces
• Comfort working around home fragrances such as candles, diffusers, and air fresheners

Most Importantly

Honesty, loyalty, and integrity aren't buzzwords here. They're the baseline. We're looking for someone who does the right thing even when nobody is looking, lifts the energy in a room, and leads with kindness and a positive presence.

Our team is close-knit, and we like it that way. We're looking for an experienced professional who knows they love support work and wants to grow with us for the long term.