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