Stamford/DC Operations Support Manager

Operations and Administrative Support

• Coordinate internal requests, business support needs, follow-up items, and cross-functional communication
• Maintain procedures, documentation, trackers, reports, meeting materials, and operational records
• Support and improve templates, workflows, standard operating procedures, and internal processes
• Monitor deadlines, deliverables, and action items to ensure timely follow-through
• Identify opportunities to improve efficiency, reduce duplication, and promote consistency

Business Coordination and Support

• Support market/product operations (timesheets, utilization, invoices, chasing updates to close date/status & next steps for pipeline review calls, etc.) via Salesforce and Power BI
• Organize information, resources, processes, and communication channels that support effective operations
• Partner with stakeholders to resolve requests, advance priorities, and ensure follow-up
• Support onboarding logistics, workspace readiness, internal announcements, and employee engagement activities
• Help maintain a professional, organized, and responsive support environment

Team and Leadership Support

• Support the partner group to translate strategic goals into actionable plans via Salesforce and assist with coordination and management of key strategic in-market activities, including scheduling and planning key client/prospect/referral partner meetings and related prep work, holding the pen on drafting content and insights, and working alongside the PMD group
• Liaise with the PMD group to set up and manage campaigns to measure ROI on strategic sales and marketing investments, measure progress on top-of-funnel channel activity for the PMD group, and establish opportunities via Salesforce for pre-qualified leads, taking data-entry responsibilities away from the PMD group
• Provide meeting and operational support to leaders and teams, including scheduling, agendas, notes, action items, and follow-up
• Support communication between leadership, administrative teams, and cross-functional groups
• Assist with internal planning, team initiatives, and execution of operational priorities
• Handle confidential, sensitive, and business-critical information with discretion and sound judgment

Meetings, Events, and Logistics

• Support planning and execution of meetings, trainings, events, team gatherings, and other business activities from idea to execution to follow-through
• Assist in coordinating marketing campaigns, social media posts, and digital communications in collaboration with internal or external marketing partners
• Coordinate logistics, including venues, catering, room setup, materials, attendee tracking, invitations, transportation, and follow-up
• Partner with stakeholders to ensure meetings and events are organized, professional, and aligned with CFGI standards
• Assist with travel, hotel arrangements, itineraries, and related logistics as needed
• Track event details, budgets, confirmations, timelines, and vendor communications

Vendor, Procurement, and Invoice Support

• Coordinate with vendors and service providers to obtain quotes, confirm services, track deliverables, and resolve issues
• Support purchase requests, invoice tracking, payment follow-up, and coordination with internal teams
• Maintain vendor records, agreements, costs, and recurring service details
• Ensure spending, approvals, and documentation align with CFGI policies

Reporting, Data, and Process Improvement

• Maintain trackers, dashboards, status reports, and data summaries to support planning and decision-making
• Collect and analyze information related to business support needs, expenses, vendors, events, workload, and processes
• Provide updates on progress, issues, trends, and recommended improvements
• Identify process gaps and support practical improvements to ways of working
• Ensure information is accurate, organized, and accessible

Cross-Functional Collaboration

• Work with internal teams to coordinate support and resolve business needs
• Help align administrative and operational practices with CFGI policies and expectations
• Support communications, onboarding, employee engagement, and other cross-functional initiatives
• Build strong relationships and contribute to a collaborative, responsive, service-focused culture