Operations Associate

Summary

Socha Capital is a high-growth, multi-family office advisory firm serving visionary entrepreneurs and ultra-high net-worth families. The Operations Associate will support operational excellence by owning reporting, improving CRM data quality, coordinating projects, and building scalable business processes.

Responsibilities

• Partner closely with the Operations Manager to execute strategic operational initiatives and continuous improvement projects
• Own recurring operational reports and dashboard maintenance, ensuring data is accurate, timely, and actionable
• Build, maintain, and improve Excel-based reporting tools and data models
• Audit operational data to identify inconsistencies and improve overall data integrity
• Maintain Redtail CRM data quality through ongoing review, cleanup, and quality assurance
• Design, build, and maintain Redtail workflows, automations, and business processes
• Support reporting enhancements and identify opportunities to improve operational visibility
• Coordinate cross-functional operational projects by tracking timelines, following up on action items, and helping initiatives move from idea to execution
• Maintain operational documentation, standard operating procedures, and inventory logs
• Test new workflows and operational processes prior to implementation
• Identify opportunities to automate manual work and improve operational efficiency
• Collaborate with team members across departments to support operational consistency and continuous improvement

Skills

• 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
• Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
• Experience working with CRM systems
• Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
• Excellent organizational and project management skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and commitment to data accuracy
• Comfortable learning new technology and business systems
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, growing environment
• Redtail/Asana experience is a plus
• Curiosity and a willingness to explore emerging technologies are highly valued

Qualifications

Must Haves

• 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
• Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
• Experience working with CRM systems
• Experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot, or similar) to improve productivity, automate workflows, analyze data, or support operational projects
• Excellent organizational and project management skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and commitment to data accuracy
• Comfortable learning new technology and business systems
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, growing environment

Nice to Haves

• Redtail/Asana experience is a plus
• Curiosity and a willingness to explore emerging technologies are highly valued

Benefits

• Uncapped Bonuses