Cultivate operational success as an Operational Excellence Manager, overseeing CRM functionality and ensuring streamlined processes across all teams. Use AI for data management and process enhancements.

This key role supports all aspects of operational execution, managing daily CRM tasks while maintaining strategic reporting disciplines. You will oversee investment deal tracking and improve internal workflows, ensuring that processes run smoothly and efficiently. Your attention to detail will help drive superior operational outcomes across multiple workstreams.

Key Responsibilities:
• Direct management of HubSpot for CRM functionalities
• Enhance reporting accuracy on performance metrics
• Improve project execution and task management workflows




• Organize recruitment and onboarding databases
• Serve as the data steward for all operational systems

Requirements:
• 3–5 years of experience in operations or related fields
• Robust HubSpot CRM and AI tool proficiency
• Track record of optimizing reporting and operational processes
• Familiarity with project management tools like ClickUp
• Commitment to data integrity and process ownership

Leverage your operational skills to enhance reporting, manage workflows, and ensure high standards of data accuracy across the organization.
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📌 Operational Excellence Manager (British Columbia)
🏢 Beedie
📍 British Columbia