Operations Support Manager

East Coast Operations Support Manager Position Summary

The CFGI East Coast Operations Support Manager will sit in either Stamford, CT or Washington, DC and will provide operational, administrative, and coordination support across the organization. This role helps ensure business operations run smoothly by supporting internal processes, team coordination, reporting, vendor management, meetings, events, and other business needs.

The Operations Support Manager serves as a key coordination point for leadership, administrative colleagues, and cross-functional teams. The ideal candidate is highly organized, proactive, service-oriented, and comfortable managing multiple priorities in a fast-paced professional services environment.

• Coordinate internal requests, business support needs, follow-up items, and cross-functional communication
• Maintain procedures, documentation, trackers, reports, meeting materials, and operational records
• Support and improve templates, workflows, standard operating procedures, and internal processes
• Monitor deadlines, deliverables, and action items to ensure timely follow-through
• Identify opportunities to improve efficiency, reduce duplication, and promote consistency

• Support market/product operations (timesheets, utilization, invoices, chasing updates to close date/status & next steps for pipeline review calls, etc.) via Salesforce and Power BI
• Organize information, resources, processes, and communication channels that support effective operations
• Partner with stakeholders to resolve requests, advance priorities, and ensure follow-up
• Support onboarding logistics, workspace readiness, internal announcements, and employee engagement activities
• Help maintain a professional, organized, and responsive support environment

• Support the partner group to translate strategic goals into actionable plans via Salesforce and assist with coordination and management of key strategic in-market activities, including scheduling and planning key client/prospect/referral partner meetings and related prep work, holding the pen on drafting content and insights, and working alongside the PMD group
• Liaise with the PMD group to set up and manage campaigns to measure ROI on strategic sales and marketing investments, measure progress on top-of-funnel channel activity for the PMD group, and establish opportunities via Salesforce for pre-qualified leads, taking data-entry responsibilities away from the PMD group
• Provide meeting and operational support to leaders and teams, including scheduling, agendas, notes, action items, and follow-up
• Support communication between leadership, administrative teams, and cross-functional groups
• Assist with internal planning, team initiatives, and execution of operational priorities
• Handle confidential, sensitive, and business-critical information with discretion and sound judgment

• Support planning and execution of meetings, trainings, events, team gatherings, and other business activities from idea to execution to follow-through
• Assist in coordinating marketing campaigns, social media posts, and digital communications in collaboration with internal or external marketing partners
• Coordinate logistics, including venues, catering, room setup, materials, attendee tracking, invitations, transportation, and follow-up
• Partner with stakeholders to ensure meetings and events are organized, professional, and aligned with CFGI standards
• Assist with travel, hotel arrangements, itineraries, and related logistics as needed
• Track event details, budgets, confirmations, timelines, and vendor communications

• Coordina…