Operations Lead

Who We Are:

Collective Insights is a group of experienced consultants who looked around and decided to create a different kind of partnership for the modern enterprise: one focused on increasing the business value of tailored transformation and technology solutions. We are rooted in three guiding principles:

• Transform Clients
• Nurture Careers
• Uplift Communities

At CI our core values are not just a set of words on a wall; they are uniquely woven into the fabric of who we are as a company.

• We Have Compassion:We respect each other and are free from bias of any kind in how we approach our work. We show esteem and honor for one another and the clients we serve.
• We Have Integrity:We are truthful, honest, and open in our actions and relationships, and perform our work with a high ethical standard.
• We Are Responsible:We are focused on growth the right way while fulfilling our obligations to each other and our clients.
• We Are Trusting:We have confidence in one another to do what we have committed to do. We always assume positive intent.

“I was drawn to CI by its amazing company culture and people. From the very beginning, I was inspired by the collaborative and supportive environment that CI fosters. CI’s commitment to innovation and continuous improvement resonated with my personal values and career aspirations. Additionally, surrounding myself with such talented and passionate individuals has pushed me to grow more than I ever thought possible during my last two years at CI!”

As a Growth Operations Lead with our award‑winning team at Collective Insights, you will build and run the systems behind how the firm grows. You will own the account management model, the reporting the Growth Office runs on, and the day-to-day coordination of the firm’s technology partner ecosystem. Much of this does not exist yet, so you will be building as much as running.

• Build and maintain the firm’s account management model, including account tiering, scorecards, and review cadence.
• Run recurring account reviews, from materials and facilitation through to closing out commitments.
• Maintain account and opportunity data in CRM to support staging, forecasting, and reporting.

• Track the firm’s technology and channel partner ecosystem, including agreement status, program requirements, and active joint pursuits.
• Own assigned partner relationships, and support other owners by tracking commitments and closing open items.
• Serve as the intake point for opportunities surfaced through the channel and the firm’s network.
• Track partner program obligations including certification attainment, deal registration, and joint marketing commitments.

• Own Growth Office reporting on practice, account, and channel performance.
• Publish reporting on the cadence firm leadership requires.
• Administer the tools and systems supporting account management, pipeline tracking, and channel activity.

• Run the Growth Office’s recurring planning routines, including agendas, materials, and open questions through to resolution.
• Maintain Growth Office communications materials, including internal presentations and firm-wide updates.
• Take on additional Growth Office execution work as priorities shift.

• Bachelor’s degree or equivalent professional experience.
• Minimum of five (5) years in consulting, professional services, or a comparable environment, including time in an operations, revenue operations, or business operations role.
• Demonstrated record of building processes that people outside your reporting line adopt and keep using.
• Direct…