Strategy & Operations Associate

Jsheldllc; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Jsheldllc is seeking an organized Operations Associate to support the Strategic Advisory Group across business operations, marketing, BD, and finance administration. The role requires balancing detailed execution with strategic coordination and professional communication.

You will maintain CRM integrity, prepare client materials, and help manage invoices, dashboards, and process documentation to improve visibility and accountability. A proactive, service-minded mindset is essential.

Qualifications

• Experience supporting operations and project coordination in a professional services setting.
• Ability to manage multiple deadlines, stakeholders, and recurring tasks.
• Strong written and verbal communication with professional presence.

Responsibilities

• Provide day-to-day operational support to SAG leaders and team members.
• Coordinate work across senior leadership, practitioners, and external contacts.
• Support marketing and business development activities, including opportunity tracking and event support.
• Create and quality-check client-facing materials in collaboration with SMEs.
• Administer CRM data, pipeline hygiene, and reporting.
• Monitor billing status and coordinate with Finance to resolve issues.
• Develop trackers, dashboards, templates, and process documentation.
• Prepare agendas, capture decisions, and track action items to closure.
• Assist with onboarding, system access, and internal communications.
• Utilize Microsoft 365 to streamline tasks and identify automation opportunities.

Skills

Operations coordination

Project management

Marketing & BD support

CRM administration

Microsoft 365

Education

Bachelor's degree

Tools

PowerPoint

Excel

SharePoint

Job description

Jsheldllc is seeking an organized Operations Associate to support the Strategic Advisory Group across business operations, marketing, BD, and finance administration. The role requires balancing detailed execution with strategic coordination and professional communication.

You will maintain CRM integrity, prepare client materials, and help manage invoices, dashboards, and process documentation to improve visibility and accountability. A proactive, service-minded mindset is essential.