Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
About the role
- Operations Manager ensuring precise operational flow and management at Sandbox, a consulting firm. Leading operational infrastructure across finance, HR, and team culture.
Responsibilities
- Own daily operational flow by providing the partners with key meetings, priorities, blockers, and financial updates that enable decision-making.
- Manage partner scheduling and calendars with foresight — anticipating and communicating conflicts, optimizing time, and protecting focus.
- Ensure client proposals are prepared, reviewed, and delivered within 24 hours, supporting Sandbox’s responsiveness and reputation.
- Own the client onboarding process from kickoff scheduling through setup, ensuring a seamless and professional start to every engagement.
- Act as the central communicator for company-wide announcements and updates.
- Keep finance and business development documentation accurate, current, and actionable; monitor cash and collections daily.
- Quickly triage and resolve ad-hoc requests with accuracy and ownership.
- Weekly ensure employee hours are accurately recorded in Harvest and proactively address any gaps or issues.
- Track and update all business development leads in Nutshell, ensuring leadership has an accurate view of the pipeline.
- Reconcile invoices and expenses in QuickBooks, flagging irregularities and ensuring financial integrity.
- Own the collections process by managing follow-ups and reporting progress weekly.
- Deliver a concise weekly “operations summary” — what was completed, what’s pending, and what’s next — to keep leadership aligned.
- Act as weekly standup facilitator, maintaining rhythm and focus.
- Ensure all technology and AV needs are prepped for team meetings.
- Monthly lead Sandbox’s monthly financial close process with accuracy and accountability.
- Ensure all client invoices are sent timely and reminders are issued as needed.
- Manage monthly budgets for snacks, office supplies, and related overhead, keeping spend in line with company priorities.
- Track and execute on swag, special projects, and client gifts, ensuring Sandbox’s culture and brand are consistently represented.
- Quarterly own quarterly tax payments, commission and distribution payouts and work with CPA during tax season to help with preparations.
- Conduct quarterly audits of systems, files, calendars, and onboarding docs, identifying gaps and driving continuous improvement.
Requirements
- 5+ years of experience in operations, executive administration, or business management, ideally within a professional services, consulting, or agency environment.
- Proven track record of managing complex calendars, competing priorities, and fast-moving projects with precision and foresight.
- Hands-on experience with financial operations including invoicing, collections, expense reconciliation, budgeting, and monthly close coordination.
- Proficient in Google Workspace, Notion, QuickBooks, Harvest (or similar time-tracking tools), and CRM platforms such as Nutshell or HubSpot.
Benefits
- Comprehensive health benefits with employer contribution.
- Family-friendly, flexible work schedule with generous PTO and mental wellness days.
- Employer-matched 401K.
- Ongoing professional development and networking opportunities.
- Monthly team events - we sure know how to host a happy hour and we are never too busy to break for a volunteer opportunity.
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