Operations Intelligence Manager (NYC Based) - Contract

About the role

Location: New York City based. 3-4 days/wk working in-office at the client-site. Other days will be remote. 40 hours per week.

Job Type: Contract Opportunity

Chartis is looking for an Operations Intelligence Manager. This is a critical, hands-on role combining the functions of a BI analyst and a project manager working directly with one of our clients. This role is focused on our client's internal business and growth team performance, and the right person will be a highly organized, analytical, and detail-oriented individual to ensure data-driven decision-making across Marketing, Creative, Partner Recruiting, Partner Onboarding, Partner Success, and Business Operations functions. You will liaise across the client's team to track operational metrics to include campaign and event delivery and performance, creative production, project timelines, sales goals, budget usage, and print volumes. This includes ensuring required information—such as marketing event reports, sales reports, and delivery milestones—is captured accurately, consistently, and on time. You will be relied upon to develop and manage the delivery of recurring reports to summarize program performance, operational efficiency, and business impact.

The ideal candidate will be a strong communicator with a process-improvement mindset, capable of identifying bottlenecks, improving data-entry practices, and using business performance data to tell a compelling story. They are a great analytics translator for business stakeholders and are an especially strong systems thinker.

To be clear: this role reports to our client's head of business operations and is specifically responsible for helping the organization understand how the business is functioning operationally; this role IS NOT someone who receives analytics requests and builds dashboards for everyone.

There are very specific needs at the moment for this position, and they are listed in detail below. This list is essentially the onboarding brief the candidate would receive in their first week if selected for the position.

As these priorities are executed and reporting capabilities are strengthened, this person will own coordination and production of weekly operational reporting, monthly business reviews, and quarterly operational/business reviews.

What You Will Do (in priority order)

1. Marketing Campaign & Event Reporting Support
Objective: Establish scalable operational reporting frameworks and business review processes for marketing campaigns and events, ensuring consistent visibility into performance, outcomes, operational impact, and organizational learnings.

Coordinate recurring campaign and event reporting processes across Marketing, Product Analytics, Operations, and Events teams.

Develop standardized reporting frameworks, templates, and operational review processes for:

Marketing campaigns
Institutional activations
Visitor engagement initiatives
Conferences and industry events
Internal operational events/programs

Partner with Marketing leadership to:

Consolidate campaign readouts
Standardize KPI presentation
Improve reporting consistency
Ensure actionable insights are surfaced to leadership

Build systems and processes that enable event managers and stakeholders to:

Track event goals and outcomes
Maintain reporting compliance
Capture operational learnings
Measure effectiveness consistently across events and regions

Coordinate weekly, monthly, and quarterly reporting inputs related to campaigns and events.

Identify opportunities to improve reporting efficiency, visibility, and organizational learning across marketing and event operations.

2. Partner Lifecycle Analytics Support
Objective: Provide operational oversight, reporting governance, and strategic coordination for partner lifecycle analytics and Salesforce reporting infrastructure across Sales, Onboarding, Partner Success, and Operations teams.

Serve as the primary operational stakeholder for partner lifecycle reporting and Salesforce analytics workflows.

Partner with Salesforce agencies, internal stakeholders, and leadership teams to:

Define reporting priorities

Shape dashboard requirements
Improve KPI visibility
Standardize operational metrics
Ensure reporting aligns with business and operational goals

Coordinate the development and evolution of dashboards, lifecycle reporting, and operational analytics tools supporting:

Sales pipeline visibility
Onboarding progression
Launch forecasting
Partner engagement
Operational capacity planning
Retention and lifecycle health

Translate operational needs into actionable reporting requirements for external vendors and technical teams.

Ensure reporting systems are actionable, trusted, operationally useful, and consistently adopted across teams.

Identify reporting gaps, workflow inefficiencies, and opportunities for improved operational visibility across the partner lifecycle.

Support leadership business reviews by synthesizing lifecycle insights, operational trends, and forecasting outputs into executive-ready reporting.

3. Creative Operations Reporting

Objective: Provide operational oversight, reporting coordination, and strategic analysis for creative production workflows, utilization tracking, and resource planning across internal teams and external creative partners.

Partner with internal creative stakeholders and external creative agencies to establish reporting frameworks for:

team utilization
project throughput
delivery timelines
workload distribution
revision cycles
production capacity

Define reporting requirements and operational KPIs that improve visibility into:

creative demand
resource allocation
forecasting
bottlenecks
scaling needs

Coordinate recurring reporting processes and ensure consistency, accuracy, and operational usefulness of agency-provided utilization and production reporting.

Synthesize reporting outputs into actionable operational insights for leadership, including staffing considerations, vendor utilization, and process improvements.

Develop internal operational analyses and forecasting models using reporting and organizational data inputs from Oliver Agency.

Support long-term planning and operational scaling decisions through capacity analysis and trend reporting.

4. Print Operations Reporting

Objective: Provide operational oversight, reporting governance, forecasting coordination, and analytical support for our client's global print ecosystem across internal print operations, external vendors, creative agencies, and partner-facing fulfillment programs.

Partner with internal print operations teams, external vendors, and agency-based print managers to establish standardized reporting frameworks for:

Print volume
Spend
Fulfillment timelines
Vendor utilization
Regional demand
Shipping performance
Production capacity
Operational throughput

Define operational KPIs and reporting requirements that support:

Budget forecasting
Capacity planning
Vendor performance evaluation
Operational scaling
Service-level visibility

Develop consolidated reporting and forecasting using data sourced from:

Internal print shops
Agency-managed print operations
Outsourced print vendors
Self-service storefront for our client's cultural partners

Partner with print managers and operational stakeholders to identify:

Workflow bottlenecks
Fulfillment risks
Reporting gaps
Scaling constraints
Opportunities for operational improvement

Coordinate reporting inputs across distributed print vendors and operational stakeholders to ensure consistent, accurate, and actionable visibility into global print operations.

Support leadership planning and budgeting processes through recurring reporting, trend analysis, and executive-ready operational summaries.

Coordinate operational reporting for future self-service storefront initiatives, including:

Order trends

Regional demand forecasting

Vendor allocation
Fulfillment performance

Qualifications

• 3-5 years of experience in business intelligence, data analysis, marketing operations, sales operations, project coordination, business operations, or a related role.
• Strong analytical skills with proficiency in collecting, organizing, interpreting, and communicating data using spreadsheets, reports, dashboards, and business systems.
• Strong project management skills, including deadline tracking, cross-functional communication, and excellent attention to detail to ensure data accuracy.
• Exceptional written and verbal communication skills, with the ability to translate complex data into clear narratives for non-technical audiences, and a process-improvement mindset.

Preferred Qualifications

• Experience supporting cross-functional business operations, strategy, revenue operations, partner operations, customer success, onboarding, marketing, or operational planning teams.
• Experience defining reporting and operational workflows across multiple stakeholders, systems, vendors, or external partners.
• Experience helping define reporting requirements and business review processes in collaboration with multiple stakeholders.
• Experience developing reporting templates, operational processes, documentation, or executive business review materials.

Key Skills

• Cross-Functional Project Management: Strong ability to coordinate across multiple teams, consider stakeholder inputs, drive accountability, and maintain alignment across globally distributed teams and vendors.
• Analytical Thinking & Operational Insight: Ability to interpret operational data, identify trends and bottlenecks, support forecasting and planning efforts, and translate reporting outputs into actionable business insights and operational recommendations.
• Process Design & Operational Improvement: Experience identifying operational inefficiencies, improving reporting processes, and helping organizations scale their business intelligence programs.
• Communication & Executive Reporting: Exceptional written and verbal communication skills, including the ability to synthesize complex operational information into clear, concise reporting and executive-ready business narratives for both technical and non-technical stakeholders.
• Detail Orientation & Reporting Accuracy: Meticulous attention to detail and commitment to maintaining high standards for reporting accuracy, data consistency, documentation quality, and operational reliability.