BUSINESS OPERATIONS MANAGER JOB DESCRIPTION
Browse Business Operations Manager job descriptions to compare responsibilities and qualifications across corporate, nonprofit, and technology environments.

Business Operations Manager Job Description Template
1. About the Role
When enterprise tech companies scale into new regions, the distance between strategic intent and daily execution grows fast. The Business Operations Manager is the function that closes that distance, translating leadership priorities into measurable programs, building the reporting infrastructure that surfaces what is actually happening, and ensuring that forecasts, budgets, and performance reviews reflect reality rather than assumption. In SaaS and cloud environments, where revenue accountability spans product, sales, and go-to-market teams simultaneously, this role owns the operating cadence that holds those layers together. It demands equal fluency in financial modeling and cross-functional influence.
2. Position Summary
The mandate of the Business Operations Manager is to design and maintain the analytical, planning, and governance systems that allow technology business units to allocate resources with confidence and move toward goals with precision. The role typically spans an enterprise or regional scope, working directly alongside senior leadership, Chief of Staff functions, and analytics teams to turn complex data into decisions.
3. Why Join Us
Career Impact: Owning the annual planning cycle and KPI infrastructure for a cloud or SaaS business unit builds the kind of financial and operational credibility that opens paths to Director of Strategy, Chief of Staff, and VP-level general management roles.
Business Impact: The go-to-market and product teams this role supports depend on accurate forecasts and clean performance data to make investment calls; without that foundation, budget cycles stall and pipeline reviews lose fidelity.
Growth Opportunity: Exposure to enterprise coverage modeling, revenue retention analysis, and global program governance substantially widens a candidate's market value across high-growth tech, private equity-backed SaaS, and management consulting.
4. Key Responsibilities
- Lead annual budgeting, long-range planning, and quarterly forecast cycles across the business unit or regional scope.
- Build and maintain management dashboards and executive review documents that track performance against plan.
- Analyze revenue and pipeline data to surface trends, variances, and actionable recommendations for senior leadership.
- Design and implement repeatable processes for coverage planning, capacity modeling, and go-to-market execution.
- Partner with product, finance, and sales teams to develop and socialize strategic narratives that inform investment decisions.
- Drive data governance initiatives to ensure consistency, accuracy, and integrity across reporting systems.
- Coordinate business operations reviews, ensuring leadership has accurate and timely inputs for decision-making.
- Mentor and develop analysts within the team, establishing standards for analytical rigor and communication.
5. Required Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related quantitative field, or equivalent work experience.
- 5 or more years of business operations, finance, or strategy experience, with direct engagement supporting a sales or go-to-market organization.
- Demonstrated ability to build financial models, interpret complex datasets, and translate results into executive-ready recommendations.
- Experience owning or supporting annual planning processes including budgeting, forecasting, and long-range planning.
- Strong proficiency in data querying and analysis, with the ability to handle large, multi-dimensional datasets independently.
- Proven ability to manage competing priorities and influence stakeholders across functions and seniority levels without direct authority.
- Excellent written and verbal communication skills, including a track record of presenting to senior and C-suite audiences.
- Experience working within a high-growth or global technology organization, with comfort operating in ambiguous, fast-paced conditions.
6. Preferred Qualifications
- Advanced degree such as an MBA or Master's in a quantitative field, with a concentration in finance or strategy.
- Experience with enterprise SaaS revenue metrics including net revenue retention, pipeline coverage, and customer lifetime value modeling.
- Background in management consulting, investment banking, or corporate strategy, applied to a technology business context.
- Familiarity with workforce planning, global program governance, or regional go-to-market operations at scale.
7. Success Metrics & Environment
- Pipeline forecast accuracy, measured as variance between submitted forecast and closed revenue each quarter.
- Budget cycle completion rate, tracking on-time delivery of annual and quarterly planning submissions.
- Net revenue retention of managed accounts or segments, reflecting the quality of analytical support to retention initiatives.
- Dashboard adoption rate among leadership stakeholders, indicating the operational usefulness of built reporting infrastructure.
- Analyst team output velocity, measured by volume and turnaround time of ad hoc and recurring reports.
- Typical tools: BI and visualization platforms (commonly Tableau or Power BI); CRM and planning systems (commonly Salesforce); advanced spreadsheet environments (Excel or Google Sheets).
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $110,000 to $155,000 depending on scope and market
- Bonus: Annual performance bonus, typically 10% to 20% of base salary
- Equity: RSU grants common at mid-to-large tech companies; less typical at early-stage
- Health Benefits: Medical, dental, and vision coverage; employer contribution standard
- PTO: 15 to 20 days annually; some companies offer flexible or unlimited PTO
- Common Perks: Remote or hybrid flexibility, learning and development stipend, home office support
9. EEO & Legal
Work authorization in the United States is required for this position, and employment is contingent on the successful completion of a background check. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process upon request.
Business Operations Manager Job Description Examples
1. Business Operations Manager (Sales Finance & Forecasting)
The Business Operations Manager owns the design and maintenance of forecasting models, budgets, and analytic reports that drive enterprise planning and performance decisions, working directly with senior management and sales forces. Drawing on expert Excel and data query skills, this role shapes financial recommendations, mentors team members, and enables revenue growth and cost reduction within a high-growth technology organization.
Key Responsibilities
- Collaborate on the design, development, and maintenance of forecasting models, metrics, reports, analyses, and dashboards to drive key business decisions.
- Lead the annual goals, budgeting, and ongoing forecasting processes with enterprise management.
- Lead the development and provision of routine and ad hoc analytic reports to senior management regarding strategic initiatives, partner segment performance, and performance against goals.
- Ensure reports contribute to business insight and decision-making, and minimize overall report burden.
- Lead the modeling and development of recommendations for enterprise coverage, capacity, and competency planning aligned with targeted customer segmentation and verticals.
- Maintain thorough knowledge of existing and emerging third-party data sources for analytics.
- Build financial models, interpret data, draw conclusions, and make recommendations that deliver results and drive improvements.
- Deliver weekly and monthly financial close.
- Use financial systems and advanced Excel functions to work with large data sets and output plans, forecasts, budgets, and consolidations.
- Create effective business partnerships, manage competing priorities, and provide guidance based on data analysis.
- Collect and analyze quantitative data to develop relevant reports that drive cost reductions.
- Participate in hiring, developing, and mentoring team members.
- Identify opportunities to resolve defects proactively and improve, scale, or simplify finance tools across teams.
Required Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, Computer Science, or a related field.
- 5+ years of experience in divisional Business Operations, Sales Excellence, Sales Finance, or a similar function directly engaging with sales forces in a fast-paced sales organization.
- Proven experience with the development and implementation of systems and tools used for CRM, variable compensation, revenue reporting, and forecasting.
- Experience working within a high-growth technology company is highly beneficial.
- Expert-level proficiency in Excel and data query tools.
- Strong business-process design experience.
- Strong written and verbal communication skills, with a track record of presenting to senior management.
- Strong prioritization skills, including the ability to drive multiple initiatives simultaneously.
- Sound business judgment, strong analytical skills, and a proven track record of taking ownership and leading data-driven analyses.
- Ability to operate successfully in a lean, fast-paced organization.
- Demonstrated ability to work across organizational boundaries.
2. Business Operations Manager (Technology Business Intelligence)
Embedded within the Dish Technologies business operations team, the Business Operations Manager develops financial models, budgeting, forecasting, and operational cost analyses that deliver insight to organizational leadership. Working closely with Marketing, Product, IT, Engineering, and finance teams, this role builds and manages a team of analysts to align budget planning, track strategic initiative performance, and communicate findings to C-level executives.
Core Functions
- Build and manage a team of analysts to provide insightful and accurate financial reports.
- Work closely with all departments, including Marketing, Product, IT, and Engineering, to provide business insights and recommendations.
- Build relationships cross-functionally with marketing, analytics, finance, and accounting teams to ensure alignment on all matters related to budget.
- Lead the coordination and development of the annual budget process, including alignment with various teams.
- Oversee financial calculations for marketing business cases, including the Return on Investment calculator.
- Manage the process for business operations in the unit.
- Build and maintain financial models to track and forecast spend and the effectiveness of various strategic initiatives.
- Report monthly variances to plan and interpret data to communicate findings to various levels of senior management.
- Collaborate with operating groups to suggest ideas to improve performance across all areas.
- Develop financial reports to monitor key metrics, interpret financial results, and identify areas of concern and opportunities for improvement.
- Provide strategic insight to unit leadership and provide vendor and partner management support.
Qualifications & Experience
- Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience.
- MBA, MS in Finance, CPA, or another related master's degree is preferred.
- 10+ years of experience in business operations and financial management.
- Experience managing and developing analysts with a wide range of skill sets.
- Experience presenting and working with C-level executives.
- Proficiency in Oracle applications, Microsoft Excel, Word, and PowerPoint, with some knowledge of database basics such as Microsoft Access and SQL.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Well-developed oral and written presentation skills, with the ability to summarize complex concepts into clear and easy-to-follow materials.
- Ability to work in a fast-paced, high-throughput environment.
- Excellent teamwork skills with the ability to establish productive working relationships with other departments and personnel.
3. Business Operations Manager (Media Network Strategy)
Reporting to the Director of Business Operations for Disney Channels and National Geographic Channels Network Franchise, the Business Operations Manager leads financial modeling, scenario planning, and KPI development across network P&Ls to improve revenue and efficiency. Partnering with Audience Strategy, Research, Finance, Content, Ad Sales, and Commercial Marketing teams, this role shapes long-range and annual operating plans that guide content investment and franchise prioritization decisions.
Primary Duties
- Work with Audience Strategy, Research, and Finance groups to build network KPIs and P&Ls.
- Collaborate across the organization to develop scenarios and plans for future business models.
- Identify financial opportunities to improve network P&Ls through efficiencies and revenue growth.
- Work with the Franchise lead and other lines of business to prioritize franchise properties and determine financial support.
- Support the acquisitions team by running analysis for investment decisions.
- Collaborate with Commercial Marketing to build marketing investment levels and work with Marketing leads on prioritization of spend.
- Support development of long-range plan and annual operating plan forecasts, and work closely with Finance and other stakeholders to develop appropriate actions.
- Work with Content teams, Audience Strategy, and Finance to develop annual content investment plans.
- Work with Ad Sales to create annual operating plans to support budgets.
- Partner with Content teams to track budgets and production costs and propose alternatives if changes arise.
- Create financial trackers for Content teams to give clarity on performance and spend, and manage content budgets to ensure consistency.
- Develop weekly updates for senior leadership.
Skills & Qualifications
- Bachelor's degree or equivalent.
- Minimum of 5 years of experience in business operations, finance, or strategy roles, preferably within media.
- Excellent analytical skills, with the ability to assess large amounts of data, provide recommendations, and build budgets and models that inform strategic decisions.
- Strong proficiency with Excel and PowerPoint.
- Highly developed written and verbal communication skills, including experience presenting to executives.
- Highly collaborative, with the ability to build productive relationships at all levels across the organization.
- Problem-solving and critical thinking skills, with the ability to develop creative solutions in ambiguous situations.
- Demonstrated strong attention to detail and accuracy while managing multiple priorities.
- Ability to travel based on business needs.
4. Business Operations Manager (Supply Chain & Vendor Management)
Sitting at the intersection of sales operations and supply chain management, the Business Operations Manager leads vendor negotiations, inventory oversight, and order management processes to ensure seamless delivery of finished goods and accurate vendor payment. Operating across sales, distribution, and operations teams, this role manages hiring and performance reviews while driving data analysis that supports resource allocation, policy implementation, and cost efficiency.
Duties
- Develop analysis to measure the trends, efficiencies, and effectiveness of sales and resource allocation and utilization.
- Work closely with vendors to ensure on-time deliveries and manage and negotiate vendor supply agreements.
- Reconcile bills and blocked invoices daily to ensure accurate and prompt payment to vendors.
- Identify and pre-qualify new vendors, and evaluate existing vendors to ensure service levels exceed expectations.
- Ensure the seamless delivery of finished goods and management of local finished goods inventory.
- Oversee the locations and teams responsible for incoming shipments and product distribution.
- Coordinate stock transfers to branches to meet business needs.
- Manage and oversee the team responsible for order entry, returns, purchase order collections, tray logistics, and sales representative commissions.
- Interpret and execute policies for departments and projects, and recommend and implement new policies or modifications to existing policies.
- Manage hiring, pay recommendations, performance reviews, training and development, personnel planning, work assignment, and consistent application of organizational policies.
Requirements
- At least 5 years of experience in project management, marketing, operations, and/or supply chain management.
- Experience identifying operational issues and recommending and implementing strategies to resolve them.
- Experience analyzing and reporting data to identify issues, trends, or exceptions to drive improvement and find solutions.
- Experience controlling and coordinating concurrent projects, competing priorities, and critical deadlines.
- Experience in the indirect management of team members, including assisting in the development, training, and assignment of work and projects.
- Experience negotiating with outside vendors, including negotiating contracts and prices, resolving service issues, and reconciling differences.
- Experience using business analytical skills, including facilitating requirements sessions and documenting activity workflows and business requirements.
5. Business Operations Manager (Professional Services Finance)
A key member of the finance and sales operations team, the Business Operations Manager leads project accounting, billing accuracy, and KPI reporting to drive operational excellence and support revenue delivery within a mid-to-large-scale global services organization. Collaborating across sales, practice, billing, and client-facing teams, this role forecasts new business opportunities, reconciles project labor and expenses, and ensures compliance with public sector contracting requirements.
Functions
- Accurately plan, forecast, and execute programs to help practice leaders meet and exceed practice goals.
- Establish baseline metrics and analytics, and collaborate with the leadership team to track and report all key performance indicators against annual, quarterly, and monthly goals.
- Develop and maintain management dashboards, regional reports, and executive review documents to drive business outcomes and support operational excellence.
- Ensure complete and accurate project setup consistent with the statement of work for all projects.
- Drive timely entry of labor and expenses across the practice, and reconcile discrepancies for timely close-out of projects.
- Work with sales and practice teams to support compliance and forecast development for new business opportunities.
- Ensure billing, accounting, and receivables teams receive accurate data feeds to track revenue and collections, and interface with clients to resolve invoicing and collection disputes.
Experience & Qualifications
- BS/BA degree in Business Management, Finance, Economics, Engineering, or a related field.
- MBA or MS with a concentration in Business or Finance, or a related field, is preferred.
- 5+ years of experience in finance, business management, and/or sales operations in a mid-to-large-scale global sales organization, or an equivalent combination of education and experience.
- 1+ years of experience working within Public Sector contracting in the services industry.
- Proven experience optimizing project accounting and billing systems for a professional services business.
- 5+ years of experience with Excel, with the ability to conduct sophisticated and creative analysis of complex data and translate results into actionable deliverables and presentations.
- Experience using BI tools and CRM software, such as Salesforce and Tableau.
- Strong analytical and communication skills, both verbal and written.
- Ability to operate autonomously in a lean, fast-paced organization while managing multiple projects simultaneously.
6. Business Operations Manager (R&D Divestment & Pharma)
Efficient R&D divestment and portfolio wind-down at a biotechnology organization depends on the Business Operations Manager, who supports cross-functional activities across asset wind-downs, acquisitions, externalizations, and contract management while managing department financials and communications. Based within the R&D Divestment Office and reporting to the Head of R&D Divestment Office, this role collaborates with internal R&D stakeholders and external partners to drive process improvements, budget oversight, and compliance across a global pharmaceutical environment.
Accountabilities
- Support functional activities across asset wind-down, divestments, acquisitions, and externalizations, working with R&D stakeholders.
- Identify and drive innovative process improvements with significant organizational impact, and manage non-project responsibilities, including process and system optimizations.
- Support departmental communication strategies and tactics.
- Manage the contracts process, working directly with Contracts, Legal, Compliance, Finance, and procurement support.
- Work with finance and contracted vendors to manage department financials, including accruals, invoices, and purchase order management.
- Support management and forecasting of department budgets.
- Coordinate department onboarding processes, support training matrix management, and manage related compliance requirements.
- Manage program status reports for the department.
- Create key communications, post materials to information platforms, and support IT-related activities, including distribution lists and mailbox management.
- Manage activities associated with outsourcing work to external vendors, including governance meetings and invoice practices.
Technical Qualifications
- Bachelor's degree in a science or business-related field.
- Advanced degree in science or business is preferred.
- 5 years of biotechnology or pharmaceutical industry experience.
- Experience with global drug development, contract management, commercialization, and strategic planning is preferred.
- Experience leading cross-functional initiatives to achieve challenging objectives.
- Proven ability to influence others and build consensus among diverse stakeholders.
- Experience working with MS Word, PowerPoint, Excel, and SharePoint, as well as the development, implementation, and maintenance of websites and other communication media, is preferred.
- Excellent written, oral, and presentation communication skills.
7. Business Operations Manager (Local Selection & Supply Chain)
As the Business Operations Manager, this role leads the design and streamlining of local product selection, marketing, merchandising, and supply-chain integration processes to accelerate business growth and improve customer experience. The operations and technology teams rely on this work to drive data-driven performance monitoring, cross-functional alignment with Finance, Legal, and external partners, and scalable end-to-end program delivery.
Activities
- Create the process for local selection inclusion.
- Streamline marketing, merchandising, and supply-chain integration.
- Adapt existing processes and tools for the inclusion of local products.
- Monitor key performance metrics to drive business growth and customer experience.
- Work cross-functionally with business and technology teams, local business and operations leaders, executives of external partners, and other business functions, including Finance and Legal.
Position Requirements
- 5+ years of experience in program or project management.
- Experience in regional and local sourcing programs, and experience leading new projects or programs.
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership.
- Experience using data and metrics to drive improvements.
- Superior analytical and quantitative skills, with comfort working with complex financial data.
- Proven experience leading teams and cross-functional projects.
- Highly polished communication skills across speaking, writing, presenting, and negotiating.
- High threshold for working in an ambiguous, fast-paced environment.
8. Business Operations Manager (Advertising Analytics & Planning)
Business Operations Manager drives revenue forecast cycles across product teams, managing long-range planning, annual budgeting, and half-yearly forecasts while building core reporting infrastructure and analytics models for the ads business. Success in the position means creating partnerships with leaders across product and data science teams, analyzing large datasets to surface actionable insights, and influencing business and product decisions through clear quantitative narratives.
Operational Focus
- Drive revenue forecast cycles across product teams, including long-range planning, annual budgeting, and half-yearly forecasts.
- Maintain and create core reporting and analytics infrastructure and models, and proactively surface opportunities to improve efficiency.
- Develop a deep quantitative and qualitative understanding of the ads business model.
- Create and socialize narratives that influence outcomes and decisions.
- Analyze large datasets and partner with business and product teams to interpret findings and identify actionable insights and opportunities.
- Create business partnerships with leaders at all levels and functions across product and data science teams.
Knowledge Skills & Abilities
- Bachelor's or master's degree in Economics, Business, Mathematics, Statistics, Engineering, Computer Science, Physics, or another quantitative field.
- An advanced degree such as an MBA or MS in a quantitative field is preferred.
- 6+ years of experience in finance, analytics, business strategy, or planning.
- Experience in sales and trading, investment management, investment banking, or strategy consulting is preferred.
- Proficiency with SQL and Microsoft Excel.
- Statistical and analytical experience.
- Experience shifting priorities quickly while maintaining a high degree of organization and control.
- Experience problem-solving individually and in a group setting.
9. Business Operations Manager (Cross-Functional Operations & Compliance)
The Business Operations Manager shapes organizational strategy by formulating plans, analyzing statistical data, and driving projects of critical importance across operations management teams, including quality, training, and supplier compliance. Reporting through cross-functional leadership and collaborating with supplier managers and operations teams, this role delivers data-driven communications, manages invoice coding and approval workflows, and maintains centralized performance and compliance reporting.
Key Deliverables
- Formulate and contribute to the formulation of strategies to achieve plan objectives, and lead the development and design of new plans, programs, and processes.
- Analyze statistical data as it relates to programs, projects, and processes, and provide action alternatives for improvement as appropriate.
- Develop communication strategies and materials to support new plans, programs, or processes.
- Assist in driving results through the development of effective relationships with cross-functional leadership, and support the removal of barriers to cooperative efforts.
- Analyze data and make business interpretations to drive decisions, improve processes, and identify needs and opportunities for operations teams, including quality, training, and operations management.
- Drive projects of critical importance to support organizational objectives and ensure successful completion across the operations management team.
- Manage invoice coding and approval submission with relevant documentary evidence.
- Gather and analyze operational support requirements to ensure appropriate reporting and access are in place to manage compliance.
- Validate invoicing and ensure consistency across suppliers using agreed single-source invoicing records.
- Train peers and colleagues on data and reporting.
- Monitor performance results continuously and conduct trend analysis to identify performance and compliance gaps for supplier managers.
- Establish and maintain a central reporting site that tracks performance combined with headcount.
Professional Experience
- Bachelor's degree or equivalent experience.
- 5 or more years of related experience.
- Strong project management skills, including developing work plans, estimating, and managing resources, time, and budget.
- Industry knowledge of products, competition, processes, policies, and procedures relevant to the sector.
- Intermediate Excel and PowerPoint skills, with proficiency in Microsoft Windows environments.
- Tableau experience.
- Strong communication skills, including written and oral, with the ability to develop and deliver data and analytics through effective storytelling and consultative presentations.
- Strong visual presentation skills.
- Strategic thinking ability and a solutions-focused, resourceful approach to problem-solving, with the ability to quickly adapt to changing environments.
- Demonstrated ability to operate in complex and matrixed environments while achieving desired outcomes.
- Advanced relationship skills, with the ability to communicate proactively and consistently with multiple business areas at all levels across the enterprise.
10. Business Operations Manager (Consulting Operations & Engagement Lifecycle)
Embedded within a market-facing consulting operations team, the Business Operations Manager develops and implements processes, reporting, and operational infrastructure across the opportunity-to-cash lifecycle, from contracting and proposals through invoicing and project close-out. Working closely with market leaders, global teams, Salesforce and Power BI platforms, and vendor management stakeholders, this role advances accurate financial and operational reporting, account onboarding, and business development support across sales, practices, and account teams.
Areas of Ownership
- Manage operations across Sales, Practices, and Accounts and Industry teams, and act as the subject matter expert for Business Operations and reporting in the market.
- Act as a liaison between market leaders and global teams to identify and resolve complex issues.
- Train leaders on the various systems, tools, and processes used daily to progress the business forward.
- Create and implement proactive processes, reports, and documentation related to the engagement lifecycle.
- Utilize business systems, including Salesforce and Power BI, to provide operational reporting.
- Manage the opportunity-to-cash lifecycle, from contracting and proposals through engagement setup, invoicing, and project close-out.
- Research and develop presentation materials for business development opportunities.
- Manage account onboarding, time entry, and invoicing for key accounts, ensuring global processes are followed.
- Support vendor management systems and associated relationships with procurement and buyers as needed.
- Assist account leads with coordination and account planning activities, including pricing and forecasting.
- Plan and execute account and industry-specific events, managing end-to-end processes.
- Serve as the point of escalation for troubleshooting account and engagement management issues, and provide account-specific support for special items as needed.
- Audit financial and operational reports to ensure data accuracy, and work with appropriate teams to correct any errors.
Background & Experience
- 5+ years of experience in a fast-paced and challenging work environment, ideally in the operations consulting industry.
- Intermediate to advanced skills and experience in MS Excel.
- Experience with Salesforce and/or Power BI is a plus.
- Exceptional interpersonal, verbal, and written communication skills.
- Scrupulous attention to detail.
- Ability to develop and maintain a highly organized work environment.
- Self-starter with the willingness to take action and find opportunities to support.
11. Business Operations Manager (Customer Retention & Revenue Growth)
Reporting to senior leadership, the Business Operations Manager leads quantitative and qualitative analyses, operating model improvements, and retention initiatives at scale to drive revenue growth and customer retention within a technology or high-growth environment. Partnering with cross-functional stakeholders across strategy, customer experience, and operations, this role refines processes for high-velocity retention execution, frames decisions for leadership, and develops solutions to complex business performance challenges.
Role Responsibilities
- Identify and drive opportunities to accelerate revenue growth from existing customers and support customer retention.
- Define and analyze metrics focused on customer retention and revenue.
- Develop operating model improvements and rigorous processes to execute high-velocity retention initiatives at scale.
- Conduct quantitative and qualitative analyses to support strategic recommendations, prioritize initiatives, and inform decisions about customer experience, retention, and growth.
- Frame decisions for leadership, articulate trade-offs, and marshal evidence to support informed decision-making.
- Lead discussions with senior stakeholders to drive decision-making, communicate results, and develop solutions to business performance challenges.
- Develop and maintain relationships with cross-functional stakeholders to jointly develop solutions to complex business problems.
Qualifications & Experience
- Undergraduate degree required.
- 3–4 years of total work experience, with 2+ years in business operations, top-tier management consulting, corporate strategy, or investment banking.
- Experience with strategic or business performance initiatives in a technology or high-growth environment is desirable.
- Strong analytical capabilities, with advanced proficiency in Excel or Google Sheets.
- Strong verbal and written communication skills, with experience communicating concisely to an executive audience.
- Ability to operate and think at both a high strategic level and at a detailed operational level.
- Ability to manage conflicting stakeholder interests, develop strong relationships, and influence stakeholders at all levels in a cross-functional environment.
- Demonstrated interest in technology or software, with familiarity with growth, go-to-market, or customer experience initiatives being a bonus.
- Willingness to travel 10% of the time to collaborate with team members in other locations.
12. Business Operations Manager (Engineering Lab & Capital Operations)
Sitting at the intersection of engineering operations and business administration, the Business Operations Manager leads matrixed teams across capital purchasing, inventory management, IP compliance, hardware and software licensing, and lab space forecasting within a product development environment. Operating across enterprise stakeholder groups and cross-functional teams, this role oversees hiring processes, decomposes complex programs into execution-oriented initiatives, and delivers solutions that add value to the organization and its customers.
Job Functions
- Lead highly matrixed teams across multiple engineering operations, including capital purchasing, inventory management, intellectual property compliance, hardware and software licensing, office and lab space forecasting and utilization, and hiring.
- Partner, collaborate, and communicate regularly with key team members, stakeholders, domain experts, and cross-functional teams within the enterprise.
- Provide stakeholders with complete visibility into the progress, execution status, issues, and decisions for all programs.
- Facilitate meetings and trainings to achieve deliverables within the scope of work.
- Decompose complex programs into execution-oriented initiatives and drive them to completion.
- Deliver impactful solutions that add value to the organization and its customers.
- Introduce new solutions to operational challenges by leveraging experience and fresh perspective.
Education & Experience
- Undergraduate degree in Business Administration, Industrial or Systems Engineering, Computer Science, or a closely related field.
- 3 years of experience in Business Operations Management, Project Management, or similar roles achieving results via leadership of a project team.
- Experience working in a product development industry, with experience supporting engineering lab operations.
- Risk and controls experience, ideally with a focus on inventory controls.
- Understanding of capital purchasing guidelines and the distinction from expense purchases.
- Familiarity with current technical product licensing, including the relationship of FlexLM or related products in license management.
- Experience with hiring processes, from requisition creation and sourcing of candidates through to offer and onboarding, typically from a manager perspective.
- Ability to develop, present, and implement proposals to drive change in an organization.
13. Business Operations Manager (Resource Management & Staffing)
A key member of the operations leadership team, the Business Operations Manager oversees staff utilization, project and product team rotations, and bench management to ensure productivity and appropriate resourcing levels across the organization. Collaborating across Project Managers, Account Managers, and recruitment and onboarding functions, this role produces staffing forecasts and performance reports while supporting community building and new staff integration.
What You'll Do
- Work with Project Managers and Account Managers to understand staffing needs by skill and location.
- Ensure staff productivity by focusing on the right roles and appropriate utilization levels, arranging project and product team rotations, and managing the bench.
- Help bring the area together through open communication and other events to build a sense of community.
- Support recruitment by ensuring requirements are clear and the right people are involved in the process.
- Support onboarding of new staff to help make the team a great place to work from the start.
- Understand staff utilization and communicate and forecast business performance through reporting.
Skills & Qualifications
- Knowledge of resource management and planning is beneficial.
- Excellent working knowledge of Microsoft Office packages, in particular Excel.
- Great time management and prioritization skills.
- Ability to cope with many conflicting demands from senior stakeholders.
- Good problem-solving and facilitation skills, with a particular strength in stakeholder management.
- Good business awareness, with the ability to understand business priorities and support business decision-making.
- Ability to work under pressure.
14. Business Operations Manager (Donor Proposal Costing & Compliance)
Sustainable program delivery and donor compliance at a global nonprofit organization depend on the Business Operations Manager, who oversees internal controls, risk monitoring, cost and pricing functions for donor proposals, and Americas portfolio budget management across country offices. Serving as a core member of the proposal team and working closely with Area Program Managers, Finance, and country office staff, this role produces budget narratives, costing libraries, financial reports, and compliance documentation that ensure full cost recovery and regulatory adherence.
Day-to-Day Responsibilities
- Ensure existing internal controls are appropriately applied and that proper monitoring mechanisms are in place to identify weaknesses and risks.
- Work collaboratively with all country offices to reduce or eliminate weaknesses and risks.
- Operate a robust system of oversight to ensure cases of non-compliance are identified and corrected.
- Provide management oversight as part of the proposal team and assist in decision-making related to the cost and pricing function of donor proposals.
- Advise, coordinate, and lead the preparation of high-quality cost and pricing for donor proposals.
- Analyze and determine essential cost elements needed for donor proposal submissions in relation to donor requirements.
- Ensure costs are fully recovered in budgets while meeting internal requirements.
- Draft budget narratives and share with the proposal team and finance focal points for input, review, and final submission.
- Manage and consolidate the Americas portfolio budget, and work closely with Area Program Managers on the budget amendment process and project implementation.
- Develop budget templates and narrative templates for major donors, including built-in formulas, and build a costing library by country office.
- Create and maintain matrices that can be shared with program and finance teams and country offices.
- Produce accurate financial reports based on donor requirements, and perform and support both program and financial internal review and planning processes.
- Ensure compliance in project close-out, donor reports, and policy and procedure follow-up, and manage data within the financial ERP system.
Minimum Qualifications
- Bachelor's degree plus 7 years of job-related experience.
- Master's degree in Finance and Administration, Accounting, and Business Development is preferred.
- Minimum 2 years of experience working in a remote or branch office, requiring frequent communication with home office and other branch offices.
- Demonstrated success in developing cost proposals for major funders, including bilateral and multilateral agencies, corporations, and foundations.
- Experience managing complex, multi-partner cost proposals.
- Knowledge of the Agresso ERP system.
- Excellent negotiation skills in prime and sub roles.
- Ability to meet deadlines and produce high-quality work under pressure.
- Willingness and ability to travel domestically, regionally, and internationally as required.
- Ability to communicate effectively with internal colleagues and external clients, both orally and in writing.
- Strong leadership, teamwork, coaching, and communication skills.
- Ability to work with sensitive information and maintain confidentiality.
- Ability to perform multiple tasks and manage consistently competing priorities.
15. Business Operations Manager (Corporate Banking Strategy)
As the Business Operations Manager, this role leads strategic project management, communications, MI development, and governance protocols across Corporate Banking Operations to drive performance tracking and benefits realization from strategic initiatives. The Corporate Banking team relies on this work to ensure compliance with regulatory and internal control policies, maintain stakeholder relationships across multiple business functions, and improve customer journeys and client service delivery.
Scope of Work
- Set and drive delivery of Corporate Banking Operations and Corporate Bank strategy.
- Lead strategic project management, including financial performance tracking and business administration.
- Develop and deliver internal communications strategy in conjunction with communications partners.
- Provide guidance to leadership in fulfilling responsibilities related to external and internal compliance and control policies.
- Engage with multiple stakeholders and business partners across different business functions while building and maintaining relationships with leaders and their teams.
- Support continuous improvement of operational processes and the development of best practices.
- Suggest ideas to improve systems and processes, and evaluate the benefits and risks of such proposals.
- Ensure all activities and duties are carried out in full compliance with regulatory requirements, enterprise-wide risk management frameworks, and internal policies.
- Drive a communications strategy to allow senior leadership to communicate strategic priorities to stakeholders.
- Drive the development of MI capabilities that support performance tracking and benefits realization from strategic initiatives.
- Analyze volumes and margins, trends, and changes in market conditions, and help shape forecasts and business initiatives to drive growth.
- Create and implement clear and effective governance and controls protocols in support of senior management accountabilities.
- Provide oversight and delegated accountability for senior management, including attestation, risk acceptances, and approvals, ensuring timely and accurate information is supplied for decision-making.
- Lead on customer journey improvements and provide seamless client service against client and stakeholder needs.
Required Qualifications
- MBA or equivalent qualification is preferred, with relevant years of experience.
- Experience consolidating large amounts of data and information into concise presentations.
- Project management experience.
- Knowledge of lending products and services.
- Excellent PowerPoint skills, with the ability to storyboard and produce high-quality presentations.
- Strong data manipulation skills, including Excel.
- Proven ability to build, manage, and sustain strong professional relationships with senior stakeholders.
- Good influencing and negotiation skills, with excellent communication and interpersonal skills.
- Ability to adopt a flexible approach to work and cope with high variability.
- Ability to drive the team's agenda across large forums spread across various locations.
16. Business Operations Manager (Global Operational Strategy & Scalability)
Business Operations Manager oversees Quixel's global operational strategy, managing process improvement initiatives, KPI frameworks, and cross-functional programs to maximize efficiency and scalability across the organization. The work directly supports organizational performance by building and maintaining innovative automated processes, ensuring data accuracy and system integrity, and leading initiatives that align business operations with customer and leadership priorities.
Work Activities
- Build, document, and maintain innovative operational processes that meet business objectives, ensure compliance, and focus on automation and visibility.
- Collaborate with the broader leadership team to ensure understanding of customer and business priorities.
- Utilize project management skills to mobilize internal and external stakeholders to achieve goals.
- Drive process improvement initiatives across the organization.
- Create and maintain processes to ensure data accuracy, consistency, and integrity through continuous audit and review.
- Monitor daily operations and address potential issues when they arise.
- Ensure all systems operate smoothly and align with quality standards.
- Maximize the efficiency and scalability of all business procedures.
- Lead cross-functional initiatives to improve organizational performance.
- Establish organization-wide KPIs and maintain their continuous visibility.
Qualifications & Experience
- 8+ years of experience as a management professional.
- 5+ years as a Business Operations Manager or in a similar role.
- Excellent logical and analytical skills, with a strong desire to solve problems.
- Demonstrated organizational, prioritization, and decision-making skills.
- Ability to manage multiple projects and stakeholders simultaneously.
- Strong communication skills, a positive attitude, and empathy for colleagues and users.
- Organized, able to work independently, with self-awareness and a desire to continually improve.
- Proactive and effective communication style, with strong contribution to maintaining a transparent and high-performing culture.
17. Business Operations Manager (International Market Operations)
The Business Operations Manager creates global initiatives, partners with international market leadership and the Chief of Staff to execute business goal tracking, and leads coordination of business operations reviews to support executive decision-making. Reporting to and collaborating with market leaders, analytics teams, and regional talent acquisition partners, this role drives inclusive hiring programs, team-building events, and budget and forecasting processes that strengthen cross-functional collaboration across a distributed organization.
Performance Expectations
- Partner with international market leadership and the Chief of Staff to develop and execute global initiatives, measure key performance indicators, and track progress against business goals.
- Lead programs to ensure smooth operations, including annual budgeting planning, people development programs, data governance initiatives, leadership communications, and stakeholder management.
- Lead the coordination for business operations reviews to ensure accurate and robust business reporting is available for executive decision-making.
- Partner with market leaders and analytics teams to conduct business deep-dives and develop compelling presentations.
- Manage partnerships with regional talent acquisition partners to design and execute hiring initiatives and uphold diverse and inclusive hiring standards.
- Be an effective communicator with a bias for prioritization, agility, and creative problem-solving to build business relationships and collaboration across functions.
- Help facilitate team-building events to enhance an inclusive team culture.
Skills & Qualifications
- Bachelor's degree in Business Administration or an equivalent degree.
- Background in budgeting, financial forecasting, and business operations is required.
- Experience driving and managing change collaboratively and transparently in an inter-matrixed organization.
- Experience working with workforce planning tools and the Microsoft Suite.
- Quantitative background with experience in Salesforce is strongly preferred.
- Program management skills, with the ability to lead multiple initiatives with varying timelines across a distributed set of stakeholders.
- An analytical and quantitative mindset, with a business-focused approach to problem-solving.
- Passion to foster an inclusive and diverse culture through initiatives, training, education, and communications.
- Exceptional written and verbal communication skills, including the ability to build compelling presentation and communication materials.
- Excellent interpersonal, collaborative, and influencing skills to build trust and lasting partnerships with diverse global teams.
18. Business Operations Manager (Financial Services & Queue Management)
Embedded within a mortgage or financial services operations team, the Business Operations Manager develops business tools, queue management reporting, and analytical frameworks that support departmental efficiency and new product development timelines. Working closely with all lines of business and reporting to executive management, this role guides teams through data analysis, process improvement, and the demonstration of analytical capabilities to enable high-velocity, scalable end-to-end operations.
Core Responsibilities
- Lead a team focused on providing support to departmental business units.
- Develop interim business tools to allow for high levels of efficiency.
- Build tools and reporting around queue management.
- Leverage resources effectively to monitor queue performance, identify patterns and trends causing issues, and work toward business solutions.
- Analyze large, multi-dimensional datasets, identify actionable insights and recommendations, and collaborate with all lines of business to ensure new product development timelines are met.
- Develop new and more efficient processes to improve overall end-to-end cycle times.
- Support new business initiatives through the demonstration of analytical capabilities.
Requirements
- Mortgage or financial services industry experience is preferred.
- Must be highly proficient in Excel and Word.
- Ability to work with data, spot trends, and conclude.
- Proven track record of delivering timely and accurate information in a fast-paced environment.
- Excellent critical thinking, problem-solving, and mathematical skills with sound judgment.
- Strong business acumen, with the ability to interface with executive management.
- Must be a team player with strong attention to detail and the ability to work independently.
- Ability to work independently with minimal supervision.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.