Business Development & Operations Associate
Listed on 2026-08-12
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Business
Business Development, CRM Systems & Management -
Sales
Business Development, CRM Systems & Management
Velari Consulting Inc. is a California-based consulting firm specializing in operational consulting, compliance & process improvement, leadership & change management, and AI consulting. Velari partners with business entities and school districts to build operational excellence, sharpen go-to-market strategy, and business development ops for clients.
This is Velari's first hire. You will work directly with the Founder & CEO and play a foundational role in building the systems, relationships, and processes that the company will run on for years to come. This role is structured as part-time to start, with a clear path to grow in hours, scope, and title as Velari scales.
About Velari ConsultingVelari Consulting Inc. is a California-based consulting firm specializing in operational consulting, compliance & process improvement, leadership & change management, and AI consulting. Velari partners with business entities and school districts to build operational excellence, sharpen go-to-market strategy, and business development ops for clients.
This is Velari's first hire. You will work directly with the Founder & CEO and play a foundational role in building the systems, relationships, and processes that the company will run on for years to come. This role is structured as part-time to start, with a clear path to grow in hours, scope, and title as Velari scales.
Position SummaryThe Business Development & Operations Associate is a versatile, high-ownership part-time role built for someone who wants more responsibility than a typical entry-level position offers. You will manage Velari's sales pipeline and RFP tracking systems, support proposal production, execute outreach campaigns, and take on operational tasks that free the Founder to focus on client relationships and strategy. This role is explicitly designed to grow — in hours, scope, autonomy, and title — as you prove capability.
Sales& Pipeline Operations
- Maintain and update the Velari Sales Pipeline (CRM-style tracker) — lead status, next actions, and follow-up dates
- Own the RFP Tracker: monitor deadlines, log new opportunities, and flag priority bids using the RFP scoring rubric
- Manage and execute Apollo email sequences targeting after school providers and school districts
- Conduct research to identify new leads (districts, providers, grant opportunities such as CCSPP) within Velari's target geography
- Assist in drafting and formatting client proposals, consulting agreements, and briefing decks using Velari's brand standards
- Support RFP responses — compiling requirements, drafting first-pass content, and coordinating internal review
- Maintain document templates and ensure brand consistency across client-facing materials
- Support client onboarding processes and maintain onboarding checklists
- Assist with scheduling, meeting prep, and follow-up coordination for client and prospect calls
- Help maintain internal systems: invoice tracker, weekly sales briefing deck, and reporting cadences
- Plan and publish social media posts (Linked In and other relevant platforms) to build Velari presence in the K-12 expanded learning space
- Maintain a content calendar covering client wins, industry news, RFP/grant deadlines, and thought-leadership posts
- Represent Velari at industry conferences and trade shows — booth setup, staffing, attendee engagement, and lead capture
- Coordinate marketing collateral for events (banners, one-pagers, business cards) and ensure brand consistency
- Follow up on leads and contacts gathered from trade shows and events, feeding qualified leads into the Sales Pipeline
- Support light website updates and email newsletter content as needed
- Months 1-3:
Learn Velari's systems, tools, and clients. Take full ownership of pipeline and RFP tracker health. - Months 4-9:
Independently manage outreach sequences and produce first-pass proposals with minimal oversight. - Year 1+:
Own a defined segment of the pipeline (a client vertical or geographic region), take on more hours as workload grows, own Velari's marketing presence and event calendar, and contribute to strategy…
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