Associate Director – Operational Excellence

• Drive operational initiatives and results across the organization
• Oversee daily operations and lead monthly, quarterly, annual, and ongoing business initiatives
• Develop and execute change management initiatives to exceed operational performance objectives
• Provide data-driven insights to forecast and measure departmental performance, KPIs, risks, and opportunities
• Optimize interdepartmental efficiency, scalability, and service delivery
• Act as trusted advisor to department leaders to achieve operational and client service objectives
• Align daily, quarterly, and annual operations with company objectives
• Lead firm-wide operational initiatives that increase efficiency, enhance scalability, and drive measurable business results
• Translate company strategy into actionable operational plans and ensure successful execution
• Develop and implement operational frameworks that improve accountability, communication, and performance
• Implement and optimize Salesforce and supporting business systems for reporting, visibility, pipeline management, and client engagement
• Develop project plans, milestones, timelines, deliverables, resource requirements, and success metrics
• Provide executive leadership with updates on project status, challenges, risks, and outcomes
• Evaluate, implement, and optimize technologies, automation solutions, reporting tools, and operational systems
• Lead implementation of global operational standards, processes, and strategies across business units
• Identify operational risks and develop solutions supporting growth and organizational objectives
• Develop scalable processes, procedures, and operating standards
• Partner with organizational leaders to strengthen culture, alignment, performance, and client service
• Facilitate monthly and quarterly business reviews, operational planning sessions, and cross-functional meetings
• Build, lead, coach, mentor, and develop high-performing operational teams
• Establish performance expectations, goals, accountability measures, and development plans
• Evaluate organizational structure and recommend reporting relationships, staffing needs, team design, and operational support functions
• Drive succession planning and develop future leaders
• Assign and monitor project responsibilities across direct reports and cross-functional contributors
• Address performance, resource, execution, and operational issues affecting business results

• Bachelor's degree required; relevant education, certifications, or equivalent professional experience will be considered
• 5+ years of progressive experience in operations, consulting, business management, or related discipline
• Minimum of 3 years of leadership experience driving enterprise-level or cross-functional business results
• Demonstrated success leading operational transformation and achieving measurable results in professional services, consulting, accounting advisory, or other high-growth environments
• Experience with Salesforce or similar CRM, reporting, workflow, or business operations platforms is strongly valued
• Strong business and financial acumen with a track record of supporting revenue growth and organizational performance
• Experience leading cross-functional initiatives and influencing stakeholders at all organizational levels
• Exceptional leadership, communication, presentation, and relationship-building skills
• Highly organized and capable of managing multiple priorities in a fast-paced environment
• Strong analytical, problem-solving, and decision-making capabilities
• Experience utilizing KPIs, dashboards, reporting tools, and operational metrics to drive decisions and performance
• Strong project and program management skills with the ability to translate strategic objectives into actionable plans, timelines, deliverables, and measurable outcomes
• Proven ability to manage multiple concurrent initiatives while maintaining focus on deadlines, quality, accountability, and business impact
• Strong change management skills with experience driving the successful adoption of new systems, technologies, and operational processes
• Project Management Professional (PMP), Lean Six Sigma, Agile, or similar certification preferred but not required
• MBA or advanced degree may be beneficial but is not required

Demonstrates expertise in operational leadership, change management, and performance optimization, with a strong focus on driving measurable business results and enhancing interdepartmental efficiency. Proficient in utilizing data-driven insights and KPIs to inform decision-making and…