Organizational Operations Manager

JOB SUMMARY

The Organizational Manager is a senior operational leader responsible for building, maintaining, and optimizing the internal systems that drive organizational efficiency and growth. This role serves as the connective tissue between leadership vision and day-to-day execution — bridging strategy with operations through structured processes, data-driven accountability, and AI-powered tools.

The Organizational Manager will be building internal operational infrastructure from scratch, including CRM, SOPs, communication systems, and organizational structure. This role will also oversee KPI tracking and team accountability. This individual is equally comfortable supporting C-suite leadership as an executive assistant and leading cross-functional teams toward measurable outcomes.

The company operates within the Microsoft ecosystem and prefers all operational systems to remain within Microsoft infrastructure where possible (Microsoft Teams, OneDrive/SharePoint, Dynamics Business Central, Power BI, and related tools), supplemented by platforms such as Asana where necessary.

1. Systems & Operations Management

• Design, implement, and continuously improve Standard Operating Procedures (SOPs) across all departments
• Pioneer, create, proposed then implement an organization's CRM platform, ensuring data integrity, pipeline accuracy, and team adoption
• Define, monitor, and report on Key Performance Indicators (KPIs) for all teams and functions
• Lead weekly, monthly, and quarterly business rhythm meetings aligned with the EOS Rocks and Scorecard methodology
• Identify operational bottlenecks and deploy process improvements using AI-powered workflow tools
• Select, implement, and fully operationalize a CRM system (preferred: Microsoft Dynamics 365 Business Central or equivalent Microsoft-integrated solution), including setup, data structure design, team onboarding, and ongoing optimization.
• Design and implement company-wide file and folder organization standards using Microsoft OneDrive and SharePoint, including naming conventions, access control, versioning, and documentation hierarchy.
• Establish and maintain internal operational workflows and communication systems (primarily through Microsoft Teams) to ensure clarity, eliminate duplicated work, and improve cross-departmental alignment.

2. EOS Implementation & Integration

• Champion and manage the full EOS (Entrepreneurial Operating System) implementation across the organization

• Facilitate Level 10 Meetings (L10s), facilitate the Issues Solving Track (IDS), and maintain the organizational Vision/Traction Organizer (V/TO)

• Track Rocks, Todos, and Issues with rigor and ensure 90-day sprint accountability across all teams

• Serve as the internal EOS integrator and coach for department leads

• NOTE: EOS implementation will be prioritized AFTER foundational systems are established, including CRM setup, KPI frameworks, SOP structure, and internal communication workflows.

3. Executive Assistant & Leadership Support

• Provide high-level executive support to the CEO/Founder including calendar management, meeting preparation, and priority filtering

• Prepare executive briefings, dashboards, and reports for leadership decision-making

• Coordinate between executives and department heads to ensure alignment on priorities and deliverables

• Act as a trusted liaison and gatekeeper for leadership's time and focus

4. Accountability & Performance Culture

• Build and maintain a culture of ownership and accountability across all levels of the organization

• Track team and individual commitments against KPIs and SOP benchmarks and escalate when necessary

• Conduct regular performance reviews and pulse checks with team leads

• Develop accountability frameworks and scorecards aligned with organizational goals

5. Communication & Internal Alignment

• Serve as the central communication hub ensuring clear, consistent, and timely information flow

• Draft and distribute internal communications, announcements, and operational updates

• Manage meeting agendas, follow-up action items, and inter-departmental communication cadences

• Facilitate clarity between leadership vision and team execution through structured communication channels

• Build and enforce structured internal communication workflows using Microsoft Teams channels, ensuring all departments operate with aligned visibility and no duplication of effort.

6. AI & Technology Integration

• Identify and implement AI tools to automate repetitive processes, reporting, and communications

• Stay current on emerging AI platforms and evaluate their applicability to business operations

• Train team members on new technology adoption and ensure organization-wide tool utilization

• Create AI-assisted SOPs, workflows, and reporting templates that reduce manual effort

JOB QUALIFICATIONS

Education & Experience

• Bachelor's degree in Business Administration, Operations Management, or a related field (Master's preferred)

• 3–7+ years of experience in operations, project management, or organizational leadership roles

• Demonstrated experience working within or implementing EOS (Entrepreneurial Operating System)

• Proven track record of managing CRM systems (e.g., HubSpot, Salesforce, Monday.com, or equivalent)

• Strong preference for candidates with experience implementing Microsoft-based business systems (Dynamics 365 Business Central, Power BI, Teams, OneDrive/SharePoint ecosystems).

Technical Skills

• Proficiency in CRM platforms and data management (HubSpot, Salesforce, Zoho, or similar)

• Experience building and managing KPI dashboards and reporting systems

• Hands-on experience developing, documenting, and enforcing SOPs

• Familiarity with AI tools and productivity platforms (ChatGPT, Notion AI, Zapier, Make, etc.)

• Proficiency in project management tools (ClickUp, Asana, Monday.com, or similar)

• Strong command of Microsoft Office Suite and/or Google Workspace

• Strong proficiency in Microsoft ecosystem tools is preferred, including Microsoft Teams, OneDrive/SharePoint, Dynamics 365 Business Central, and Power BI for reporting and operational dashboards.

Leadership & Soft Skills

• Exceptional organizational skills with a high attention to detail and follow-through

• Strong interpersonal and communication skills — written, verbal, and presentational

• Ability to build trust and influence across all levels of an organization

• High emotional intelligence and discretion when handling confidential executive matters

• Proactive problem-solver with a continuous improvement mindset

• Comfortable navigating ambiguity in a fast-paced, entrepreneurial environment

EOS-Specific Qualifications

• Certified or highly experienced EOS Implementer/Integrator is a strong advantage

• Deep understanding of the EOS tools: V/TO, Scorecard, Rock Management, L10 Meeting format

• Ability to facilitate structured conversations that lead to Issues resolution and alignment