Operations Support Manager

Job Summary:

The Strategic Operations Support Manager will report to the Head of Administration and Events while working as part of a team supporting CFGI’s national offices and will provide high-level marketing and operational support to the Boston Managing Partner and wider Boston leadership team. This role is central to ensuring effective coordination of executive activities, client engagement, and cross-functional projects.

The ideal candidate will be highly organized, proactive, and detail-oriented, with strong communication and project management skills. They will thrive in a fast-paced professional environment and balance strategic thinking with hands-on execution while having a high level of positive energy and professionalism.

Project Management & Cross-Functional Support [40% time utilization]

· Support the partner group to translate strategic goals into actionable plans via Salesforce and assisting with coordination and management of key strategic in market activities (scheduling and planning of key client/prospect/referral partner meetings and related prep work, including holding the pen on drafting content and insights, working alongside PMD group)

· Track actions and deliverables to ensure completion and accountability via Salesforce

· Liaise with PMD group to set up and manage campaigns to measure ROI on strategic sales and marketing investments, measuring progress on top of funnel channel activity for our PMD group and establishing opportunities via Salesforce for pre-qualified leads – taking data entry responsibilities away from PMD group.

· Support office operations (timesheets, utilization, invoices, chasing updates to close date/status & next steps for pipeline review calls etc.) via Salesforce and Power BI

· Support cross-functional business development initiatives and track progress via Salesforce

· Prepare strategic and operational agendas and minutes for key meetings

Marketing and Communication Support [40% time utilization]

· Plan and coordinate delivery of external events, oversee event budgets and logistics

· Assist in coordinating marketing campaigns, social media posts, and digital communications in collaboration with internal or external marketing partners

· Liaise with vendors, venues, and partners to ensure smooth execution of all external events

· Represent the company professionally in all external communications and public-facing activities

· Prepare marketing materials, newsletters, and presentations for client and stakeholder engagement

· Track marketing analytics, compile reports, and support brand or event promotions

Office Management Support [20% time utilization]

· General office responsibilities (ie: creating/terminating badges, greeting visitors, accepting deliveries, booking conference rooms, restocking snacks, etc.)

· Centralize all US mail collection and distribution - checking mailbox, scanning important pieces to the appropriate internal teams, and mailing check payments. [to replace Ricoh digital mail]

· Coordinate with the building to maintain up-to-date COIs for tenant/vendors, submit maintenance requests, and request visitors/badges

· Provide coverage for other functions of the Regional Support team

Skills/Competencies:

· Excellent verbal/written communication and presentation skills

· Ability to prioritize and handle multiple requests

· Excellent time management and organizational skills

· Experience with Salesforce, or other comparable CRM/Task Management systems

· Experience administering Microsoft Office

· Experience with supporting multiple offices

· Experience with event coordination

· Complete special projects as requested

Education/Experience Requirements:

· A minimum of one to two years of experience in Administrative, facilities or event coordination

· An Associate's/Bachelor’s degree from an accredited university is preferred

CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $70,000 - $75,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.