Top Operations Associate Jobs in Boston, MA

Support operational excellence by owning reporting and dashboards, improving CRM data quality, building Excel-based reports and Redtail workflows, auditing data, coordinating cross-functional projects, documenting SOPs, testing processes, and identifying automation opportunities to improve firm-wide operations.

Operate at the intersection of underwriting, data science, and sales operations to validate inputs, approve quotes within authority, monitor funnel performance, analyze risk composition, triage quote inquiries, support downstream execution, and develop underwriting reporting and dashboards to ensure operational integrity of an automated underwriting workflow.

Maintain and analyze Americas Private Equity portfolio company financial data, manage recurring data collection and quality controls, develop SQL/data transformation logic and lightweight automation, produce quarterly performance reporting and LP deliverables, operate the internal data platform (Chronograph), and collaborate with deal teams and global stakeholders to support portfolio monitoring and analytics.

Support finance and operations by building financial models, forecasting, and evaluating partnerships, token economics, M&A, and new product initiatives. Manage outsourced accounting, treasury operations, budgeting, entity structuring, fund disbursements, and improvements to payments and reporting systems while preparing internal and board materials.

The AI Operations Associate monitors AI-driven workflows, investigates incidents, supports operational controls, and recommends improvements to maintain workflow reliability and safety in finance environments.

Process insurance policy transactions (new business, renewals, endorsements) accurately and timely for a single line of business. Provide excellent customer service to agents and internal partners, escalate issues, manage workload independently, collaborate with underwriting/billing/customer service, and adapt to shifting priorities in a fast-paced environment.

Coordinate and manage digital and in-person events including webinars and LinkedIn Live; set up webinars, send promotional emails, manage Zoom/Restream, coordinate marketing assets, maintain email lists, and ensure smooth event execution and engagement.

The Sr. Underwriting Ops Associate ensures operational integrity in underwriting processes by validating data, approving quotes, monitoring performance, and partnering across teams to resolve issues.

Support business operations through data management, ERP system processes, and analytics. Responsibilities include data analysis, reporting, system maintenance, and workflow improvement.

Support daily operations for a fintech advisory firm by processing client transactions, reconciling accounts, maintaining internal systems, auditing processes, generating operational reports, assisting client onboarding, and driving process improvements while ensuring regulatory compliance.

The People Operations Associate will coordinate interview scheduling, support recruiting operations, maintain accurate People data, assist onboarding, and manage day-to-day operations across People Ops.

Run outbound SMS and email outreach, manage inbound patient conversations, maintain data hygiene and compliance, track performance and conversions, and collaborate with Growth, Ops, Marketing, and Support to optimize lifecycle flows and testing.

Lead integration and execution of complex preclinical development and regulatory plans. Maintain integrated project plans, manage budgets and CRO relationships, track deliverables, produce status and risk reports, support worldwide nonclinical regulatory submissions, mentor and manage direct reports, and present program updates to senior management.

Support sales productivity and CRM administration by managing Salesforce users, reports, dashboards, and data quality. Assist with forecasting, pipeline reporting, KPI tracking, and cross-functional projects. Provide ad hoc analysis, troubleshoot CRM issues, document and improve sales processes, and support integrations to drive revenue operations efficiency.

Process commercial insurance policy transactions accurately and timely, review and analyze policy data, identify and escalate issues, build relationships with agents and internal customers, communicate across channels, collaborate with teams, and contribute to department goals while supporting Arbella's values and providing excellent customer service.

Support Salesforce administration, CRM data quality, and sales operations reporting. Build reports/dashboards, assist forecasting and pipeline tracking, troubleshoot user issues, and collaborate with Sales, Marketing, Finance, and Account Management to improve processes and integrations.

Maintain branch operations including cash vault and ATM custody, cash drawer and negotiable instrument audits, compliance (BSA) and security processes, new account documentation review, transactional servicing, basic sales/referrals, loan and deposit processing, and safe deposit assistance. Perform quality control, balancing, and customer service duties.

Manage day-to-day lab operations, safety compliance, and inventory/procurement. Support mammalian and microbial culture workflows, equipment maintenance, EHS interactions, shipping/MTA handling, routine lab tasks, and process improvements. Provide occasional on-call emergency response.

Own end-to-end logistics for Garners multi-day Tier 1 events: venue and vendor management, rooming, transportation, budgets, onsite execution, production schedules, and post-event reconciliation. Manage RFPs and contracts, coordinate vendors and stakeholders, build event plans in Asana, and serve as the operational lead onsite. Travel up to 50% required.

Lead field operations for a hematology commercial launch: define strategy, manage CRM/roster/reporting platforms, oversee territory design and onboarding, ensure FDA/OIG compliance, deliver dashboards and KPIs, drive continuous improvement, and partner cross-functionally to enable field success.

Lead day-to-day commercial channel operations for product launch, overseeing 3PL and specialty distributor relationships, inventory and returns management, order-to-cash and chargebacks, monitoring EDI/product movement data, and supporting account planning and cross-functional collaboration to ensure product availability and patient access.

Support product managers and cross-functional teams to drive feature delivery, governance, and operational consistency. Analyze portfolio data, coordinate dependencies, establish AI best practices, coach stakeholders on responsible AI use, and improve workflows via automation to enhance product execution and outcomes.

Support and optimize the sales organization by owning territory planning, quota modeling, and compensation administration. Drive process improvements, handle inbound ops requests, and partner cross-functionally with Finance, HR, Marketing, and Customer Success to align data, definitions, and planning cycles. Maintain systems and provide clarity to sales reps and leaders to improve forecast accuracy and sales efficiency.

Support Private Markets IR Operations for Timberland and Agriculture fundraising. Own marketing materials, manage RFPs/RFIs/DDQs, coordinate investor events, maintain data rooms, and lead cross-functional projects to streamline IR processes and reporting.

Manage various functions within Private Debt Operations, coordinating trade closing processes, overseeing loan servicing, and ensuring compliance and efficiency. Collaborate with deal teams and prepare reports related to lending facilities.