Business Operations Specialist- Plano, Texas

Job Description / Qualifications
Business Operations Specialist
Plano, Texas, United States

Description
The Business Operations Specialist supports Account Managers in executing and scaling customer projects by managing operational processes, maintaining data accuracy, and coordinating across stakeholders.
This role focuses on stabilizing growing projects with increasing complexity, while improving operational visibility and supporting process standardization and digitization.

Essential Functions

1. Operational Support & Data Tracking
Track headcount, resource allocation, and project-related operational data
Maintain and update operational data based on stakeholder inputs
Ensure accuracy and visibility of information
Support Account Managers with daily operational activities

2. Stakeholder Coordination
Coordinate with Account Managers on stakeholder communication
Collect and consolidate inputs from internal and external stakeholders
Support follow-ups and alignment across teams (Account Managers retain ownership)

3. Sales & Project Execution Support
Assist in contract-related processes (updates, amendments, documentation)
Support financial tracking and data preparation
Manage requests, tasks, and deliverables
Maintain consistency of data across systems

4. Process Improvement & Tool Support
Identify inefficiencies in manual processes
Support workflow and template improvements
Assist in tool usage or simple system enhancements
Contribute to digitization of operational processes

Requirements
Bachelor's degree or equivalent experience
Strong organizational and multitasking skills
Ability to manage shifting priorities
High attention to detail
Strong communication skills

Technical Requirements
Proficiency in Microsoft Excel (data tracking and basic analysis)
Familiarity with Microsoft Teams, SharePoint, or similar tools

Preferred Qualifications
Experience with CRM systems or data management platforms
Exposure to project coordination or sales operations support
Experience supporting contract or financial tracking processes
Interest or experience in process improvement / automation

Additional Traits
Proactive and reliable
Detail-oriented
Team-oriented mindset
Strong willingness to learn and adapt