This is a remote position.

Job Overview:

Level Up Talent Solutions is hiring an IT & Business Operations Manager to serve as the behind-the-scenes systems owner and execution partner for the business. This is a hands-on builder role, not a traditional admin position.

The ideal candidate will help create structure and consistency across CRM, scheduling, client follow-ups, proposals, marketing support, and internal operations. Working closely with the CEO, you will use AI tools and modern platforms to streamline workflows, reduce operational chaos, and improve follow-through across the business.

Responsibilities:

Operations & Executive Support

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  Manage calendar, scheduling, meetings, and coordination for the CEO

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  Track priorities, follow-ups, and action items across multiple workflows

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  Ensure deadlines and commitments are consistently executed

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  Help reduce operational noise and improve organization

CRM & Client Management

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  Maintain and update CRM records (leads, clients, referrals, pipeline)

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  Track proposals, follow-ups, and client communications

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  Support relationship-based sales workflow and reporting

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  Ensure clean and consistent CRM discipline

Business Systems & Operations

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  Organize files, documents, proposals, and client assets

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  Support onboarding, delivery, and follow-up workflows

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  Maintain task management systems and operational trackers

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  Help build scalable internal business processes

AI & Productivity Support

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  Use AI tools to draft emails, summaries, reports, and documents

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  Proofread and format proposals, presentations, and client materials

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  Improve workflows using automation and AI tools

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  Support documentation and operational organization

Marketing & Content Support

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  Proofread and format proposals, decks, emails, and documents

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  Assist with Canva and basic marketing/content support

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  Help organize materials for programs and client delivery

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  Maintain consistency in client-facing assets

Requirements

Qualifications:

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  At least 2–3 years of experience in operations, executive support, or business management roles

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  Strong experience in B2B professional services (consulting, coaching, HR, L&D, or similar)

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  Advanced proficiency with Microsoft 365 and Google Workspace

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  Experience using CRMs (HubSpot, Zoho, Salesforce, or similar)

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  Familiarity with project management tools (Asana, ClickUp, Trello, Monday.com)

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  Strong ability to think in systems, workflows, and operational logic

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  High attention to detail with strong organizational discipline

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  Ability to work independently with minimal supervision

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  Strong written communication and professional English proficiency

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  Comfortable working in fast-paced, founder-led environments

Nice to Have:

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  Experience with AI tools (ChatGPT, Claude, Gemini, etc.)

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  Experience with automation tools (Zapier, Make, n8n, etc.)

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  Basic design skills (Canva or similar tools)

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  Experience supporting executive-level clients or leadership consulting firms

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  Exposure to marketing systems, email marketing tools, or digital programs