Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, multi-family office advisory firm serving visionary entrepreneurs and ultra-high net-worth families. They are seeking an Operations Associate to support operational excellence by owning reporting, improving CRM data quality, and coordinating projects to build scalable business processes.
Responsibilities
- Partner closely with the Operations Manager to execute strategic operational initiatives and continuous improvement projects
- Own recurring operational reports and dashboard maintenance, ensuring data is accurate, timely, and actionable
- Build, maintain, and improve Excel-based reporting tools and data models
- Audit operational data to identify inconsistencies and improve overall data integrity
- Maintain Redtail CRM data quality through ongoing review, cleanup, and quality assurance
- Design, build, and maintain Redtail workflows, automations, and business processes
- Support reporting enhancements and identify opportunities to improve operational visibility
- Coordinate cross-functional operational projects by tracking timelines, following up on action items, and helping initiatives move from idea to execution
- Maintain operational documentation, standard operating procedures, and inventory logs
- Test new workflows and operational processes prior to implementation
- Identify opportunities to automate manual work and improve operational efficiency
- Collaborate with team members across departments to support operational consistency and continuous improvement
Skills
- 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
- Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
- Experience working with CRM systems
- Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
- Excellent organizational and project management skills
- Strong analytical and problem-solving abilities
- Exceptional attention to detail and commitment to data accuracy
- Comfortable learning new technology and business systems
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, growing environment
- Redtail/Asana experience is a plus
- Curiosity and a willingness to explore emerging technologies are highly valued
Company Overview