Business Operations Associate / Senior Associate
Core
Enable go-to-market operations, growth, and execution for a private capital markets M&A platform.
Role type
Business Operations Associate / Senior Associate
Builds
GTM enablement, workflow automations, reporting dashboards, and strategic outreach campaigns
Domain
Financial technology / Private company M&A
Deliverable
dashboards & analysis
Required skills
Excel/Google Sheets, SQL, Salesforce, HubSpot, Outreach, Gong, n8n, Zapier, Clay, data analysis, project management
Preferred skills
API integration, business intelligence tools, AI tool experimentation
Responsibilities
Configure and maintain GTM systems (Salesforce, HubSpot, Outreach, Gong) to improve execution efficiency; Build and maintain workflow automations using n8n, Zapier, and AI tools to streamline recurring tasks; Develop robust reporting to track member journey metrics and performance; Analyze data to identify trends and provide actionable insights for strategic decisions; Support strategic targeting by building account lists and crafting outreach messaging; Own cross-functional special projects requiring analysis and creative problem-solving